Analysts spend the morning searching, not reviewing
Read
Example
A memo drafted from the filings and the call, with every number linked to the page it came from.
Industries · Finance
Decisions that wait for someone to finish reading.
Filings, calls, statements and news, read before the meeting instead of during it, with every claim cited to its source.
Typical problems
Three problems we see every time.
Risk is priced from last quarter's spreadsheet
Predict
Example
Exposure and delay forecasts from your own history, re-run as new data lands.
Anomalies surface after the loss
Detect
Example
Transactions and positions flagged outside their normal range before the close, not after.
The case
One system, in production.
Finance
Klever's analysts stopped searching and started reviewing.
An AI analyst that reads the filings, listens to the calls and drafts the memo before the meeting.
-62%less time searching
100%memos drafted before the meeting
What is specific here
The data and the rules of the sector.
Finance is where a wrong answer is expensive twice: once in the decision and again in front of the regulator. Everything we build here keeps the source next to the claim, the human next to the decision, and the record where your records policy expects it.
- Audit trails
Every generated claim carries its source and its version, so a reviewer or a regulator can retrace how a memo was built.
- Records retention
Prompts, outputs and the documents they read are retained under your existing records policy, in your environment.
- The analyst signs
The system drafts and flags; a person decides. Nothing moves a position on its own.
Who we work with
Teams that ship with us.
- Klever
Before you ask
Questions from this sector.
Can the system work on confidential and price-sensitive material?
Yes, inside your environment and your access controls. Named engineers, least-privilege access revoked at hand-over, every access logged, and nothing trains a shared model.
How do you prove where a number came from?
Every claim in a draft links to the document, the page and the version it was read from. A reviewer checks the source in one click, and the link is kept with the memo.
Does anything train on our data?
Only your own models, for your own project. Nothing is shared with other clients and nothing leaves the environment you approved.
Let's build what comes next. Together.
Tell us what you are building and what changes if it works. You get a straight answer on whether AI can solve it.
Talk to usor write to hello@maistik.studio