Research automation, document analysis, and client communication
Eldric transforms how investment professionals access information. Deploy custom LLMs trained on your research documents, earnings transcripts, and internal analysis - all running on your infrastructure with complete data sovereignty.
Key advantage: Train models on proprietary research once, then deploy across trading desks, portfolio management, and client services.
Fine-tune models on your SEC filings analysis, then use the same model for compliance, research, and client reporting.
Sensitive market analysis, proprietary research, and client data never leave your network. Full regulatory compliance.
Ingest analyst reports, SEC filings, earnings transcripts, and internal research. Staff query: "What did ACME Corp say about supply chain issues in their last 3 earnings calls?" RAG retrieves relevant passages with citations.
Components: Data Worker (RAG), Agent Worker
Transcribe recorded earnings calls and investor meetings. Generate summaries. Searchable archive of all transcripts. Extract key metrics and management guidance automatically.
Components: Media Worker (STT), Data Worker (storage), Agent Worker
Compare two versions of a filing or prospectus. Identify what changed. "What's different between the Q3 and Q4 10-K risk factors?" Side-by-side comparison with highlighted changes.
Components: Agent Worker, Swarm (multi-document analysis)
Draft emails to clients. Track correspondence history. Send periodic updates. Route incoming inquiries to appropriate team members. Maintain complete audit trail.
Components: Comm Worker (Email), Agent Worker (drafting)
Query historical price/volume data from your data warehouse. Generate charts and statistics. Connect to your Bloomberg/Reuters feeds or internal databases for integrated analysis.
Components: Data Worker (SQL), Agent Worker
Search through compliance policies. Answer questions about procedures. Track regulatory changes across ingested documents. Support compliance team with policy retrieval.
Components: Data Worker (RAG), Agent Worker
| Query | What Eldric Does | Value Delivered |
|---|---|---|
| "Summarize ACME's revenue guidance from the last 4 quarters" | Retrieves and synthesizes earnings call passages | Hours of manual review reduced to seconds |
| "What did management say about margin pressure?" | Finds relevant transcript sections with citations | Instant access to management commentary |
| "Compare risk factors between Company X and Y 10-Ks" | Side-by-side comparison of filing text | Systematic due diligence support |
| "Draft an email to client about their portfolio review" | Creates email draft using client context | Consistent, professional communications |
On-premise deployment. Research data stays in your infrastructure. No external API calls if using local Ollama.
All queries logged. Who asked what, when. Responses preserved. Supports compliance record-keeping and SEC requirements.
Different research teams can have separate knowledge bases with access restrictions. Chinese wall support built-in.
Fine-tune on research data, deploy across departments. One training investment, multiple use cases.
The Eldric cluster runs entirely on your infrastructure. Train custom models on proprietary research, deploy them across your organization, and maintain complete control over sensitive market analysis and client information.
Let's discuss how Eldric can accelerate your research operations.
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