Financial Services Research
Production-grade where your pilot stalled.
Produce investment memos, company profiles, and sector reports with full source provenance, retention policies, and controls suited to financial services research teams.
Impact report
RunningEvidence
Revenue grew 18% YoY
New EU data region
Margin pressure flagged
Challenges
- Regulatory scrutiny on research sourcing and record-keeping
- Analysts juggling Bloomberg, filings, and expert calls without unified trails
- Compliance review adds days to every publish cycle
Outcomes
- Every claim traceable to primary or secondary sources
- Shorten compliance review with pre-structured evidence packages
- Maintain research records per your retention policy
01
Source provenance
Timestamped evidence chains with source type classification and confidence scoring.
02
Audit exports
Generate evidence packages for compliance review in standard formats.
03
Access controls
Role-based permissions, SSO, and activity logging for regulated environments.
Frequently asked questions
Do you support SOC 2 or ISO requirements?+
We maintain SOC 2 Type II controls. See our Security page for full compliance documentation.
Can we restrict data residency?+
Enterprise plans offer regional data residency options. Contact us for current availability.
How are MNPI and sensitive sources handled?+
Projects support classification labels, restricted access groups, and configurable retention policies.