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Financial Services
Confidential
Investment Research RAG Assistant
A private RAG assistant for internal research. Cut research time from hours to minutes.
What We Built
A permission-aware assistant that answers questions from internal research and policy docs—with admin controls and citation-style responses.
Key Features
- Document ingestion and structured indexing
- Permission-aware retrieval
- Citations/snippets in answers
- Admin upload and content management
- Feedback loop for continuous improvement
Impact
One place to look, consistent answers across the team.
Confidentiality
Client name withheld. References available upon request.