Automating Summarization of Earnings Call
How Altilia can automate the extraction of critical insights.
The background
The client needs to synthesize Earnings Call Reports that it collects in the market from various financial analysts on the performance related to the quarterly results of listed companies; the client needs to process over 50 reports quarterly (consisting of 20 to 30 pages each) and then aggregate the analysis.
Pain points
The client must process over 50 large earnings call reports every quarter, a task that requires significant time and resources from analysts.
Manual summarization of key insights from complex financial documents often leads to inconsistent or missed information, reducing the accuracy and value of the analysis.
The need to manually process and aggregate reports delays decision-making, affecting the ability to respond quickly to market changes.
The decision to innovate
The client decided to automate the summarization of financial documents to improve efficiency, accuracy, and speed in processing large volumes of data, ultimately supporting better and faster investment decisions.
Results & Benefit
- 60~70% reduction in process lead time
- 50~60% reduction in time needed to access key information
- ~90% reduction in manual processing errors
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A leading global investment management firm, gathers numerous financial reports such as earnings call transcripts, broker reports, and results presentations to analyze the financial performance of listed companies.
