Ai-Augmented Research Replaced Off-The-Shelf Vendors at Scale

AI Studio

Business Situation

A Singapore-based private bank wanted to become a thought leader in its domestic market. Off-the-shelf vendor reports fell short on quality and could not be tailored for its wealth managers (WMs) to pitch to clients. It needed customized, client-ready research across a far larger universe, delivered faster and more cost-effectively.

SGA Approach

Human-in-the-loop team: Equity and fixed-income analysts working with GenAI tools on templates co-designed for WMs
Automated data capture: Table Parser extracted financial tables from filings and presentations into analysis-ready formats
GenAI first drafts: ASTRA generated company and credit write-ups in the client template; analysts refined them into buy/sell/hold calls
Earnings and event intelligence: Earnings Transcript Analyzer, News Intelligence and Portfolio Alert Monitor powered updates and event notes
Quality assurance: 3-layered QC with AI-assisted consistency checks, plus IR outreach to close data gaps
Publish-ready delivery: Weekly recommendation updates and quarterly refreshes in the client’s style guide, branding and disclaimers

Execution Approach

SGA acted as the bank’s extended research arm, pairing a 20-analyst team with its GenAI research stack across four activities:

Coverage of 200 global fixed-income and 600 equity securities
Timebound updates of covered companies for earnings and events
Quarterly updates for earnings releases
AI-assisted daily monitoring to flag events to the client

Key Takeaways

Analyst-led, AI-accelerated: Quality at scale from analysts plus GenAI
Beyond off-the-shelf: Customized research that outperformed vendor reports
Elastic capacity: AI-augmented flex team scaled with earnings season
Risk radar: AI-driven daily tracking helped avoid potential pitfalls

Related Tags

AI Studio astra Capital Markets Investment Research Portfolio Alert Monitor

About SG Analytics

SG Analytics (SGA) is a leading global data and AI consulting firm delivering solutions across AI, Data, Technology, and Research. With deep expertise in BFSI, Capital Markets, TMT (Technology, Media & Telecom), and other emerging industries, SGA empowers clients with Ins(AI)ghts for Business Success through data-driven transformation.

A Great Place to Work® certified company, SGA has a team of over 1,400 professionals across the U.S.A, U.K, Switzerland, Poland, and India. Recognized by Gartner, Everest Group, ISG, and featured in the Deloitte Technology Fast 50 India 2024 and Financial Times & Statista APAC 2025 High Growth Companies, SGA delivers lasting impact at the intersection of data and innovation.