Equity Research - RAG Chatbot (US)
2025•Case Study
Enterprise search over 1M+ filings to reduce analyst research time from hours to minutes.
The Challenge
- Manual reading and summarization slows research
- Analysts need faster synthesis and source-grounding
The Solution
Ingestion and chunking pipeline for filings
Vector search plus reranking for precision
LLM synthesis for final answers
Impact
Research time reduced from hours to minutes
Faster report generation and client response cycles
Technical
Implementation Details
LlamaParse ingestion, OpenAI embeddings, Qdrant vector DB, hybrid retrieval, cross-encoder reranker, GPT-4o synthesis with structured prompts, Next.js + FastAPI dashboard.