The current equity research process is largely manual with limited ability to quickly incorporate real-time events in ratings and recommendations. Report volumes, formats, and priorities differ enormously across the sell-side and buy-side. Sell-side Research reports are typically 50+ plus pages and not frequently updated. Buy-side Research combines publically available news and market data with private, proprietary research models developed in Excel. The current equity research process further faces pressure to reduce costs given regulatory changes and its manual nature limits its ability to capitalize on research including findings that quarterly and annual changes in Securities and Exchange (SEC) filings can predict future stock price movements. The Market in Financial Instruments Directive (MiFID) II requires asset managers to unbundle research from recommendations, driving the need for lower research costs. Manual research processes make it difficult to systematically identify changes in 10-K’s, 10-Q’s, and 8-Ks, changes which have been shown to forecast future stock price movements.
Synechron’s Visual Research Accelerator provides a comprehensive solution to the challenges facing sell-side and buy-side research analysts by automatically generating a personalized two to five-page research report that automates data collection, synthesis, and analysis, lowering costs while enabling systematic research not possible with manual processes. The Visual Research Accelerator uses a combination of Data Science, AI, and ML tools and techniques to produce robust, insightful, and cost-effective research. Additionally, the Accelerator can integrate into other applications, including Synechron’s Wealth Management Informed Investing Accelerator.
HOW WE HELP
Comprehensive solutions for sell-side and
buy-side research analysts
Synechron’s Visual Research Accelerator Provides:
Increases frequency and real-time report generation
Provides a more accurate and predictive price ranges as well as predictions around price movements
Provides more accurate price targets given greater insight into high-impact events that may alter price/recommendations
Enhances equity and sector recommendations
Has the ability to track changes over extended periods, enhancing historical data and future market analysis
Empowers sell-side analysts to expand the number of companies covered while maintaining the quality and depth of analysis
/ /THE WORK WE DO
Natural Language Processing: Syn-AI analyzes dozens of alternative and traditional data sets, including SEC filings and news stories. Syn-AI includes several flavors of Natural Language Processing (NLP) and applies NLP to the analysis of everything from news stories to SEC filings.
NLP and Sentiment Analysis: Users can analyze multiple types of sentiment across disparate data sources, from news stories to SEC filings.
Synechron’s Visual Research Accelerator is designed to provide comprehensive solutions for sell and buy-side research analysts. To learn more about the Accelerator and the work we’re doing email us at firstname.lastname@example.org