Optimizing Financial Teams: The Impact of AI

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Overview A multi-billion-dollar division sought to maintain a competitive edge by closely tracking industry trends and competitor activities. However, staying informed required dedicating significant analyst resources to manually searching the internet for relevant information. Analysts had to comb through websites, financial reports, regulatory filings, press releases, and other industry news daily to ensure the company […]

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Buy-side hidden risks

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Overview A $ 5MM twenty-five-year-old business services company was for sale. As the industry leader, the company’s methodologies had become the industry standard. The company enjoyed an excellent reputation in the marketalong with a strong customer base. During the economic downturn, the company continued to have steady growth and profitability. With a new, experienced management […]

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