Ask David stands for Data Analytics Visualization Insights and Decision-making Assistant, designed to streamline the investment research process.

With Ask David, we're providing curated answers, insights, and analytics quickly, enhancing our efficiency without replacing our roles.

The stakes are high in investment research, with billions of dollars at risk, and we are committed to exceeding stakeholder expectations with our AI tool.

We aimed to build an analytics platform that allows investors to answer their own questions using credit card data.

Our AI not only sets up research projects and defines questions but also guides users through the process, leveraging best practices from thousands of completed projects.

AI can significantly enhance customer support and financial advice in our industry by automating transactional tasks, allowing for a better user experience.

Automat is developing a more effective robotic process automation solution that eliminates the need for costly consultants, leveraging recent AI advancements.

We approached the development of our AI by breaking down the legal research process into steps, mimicking how the best attorneys would tackle a problem.

Deep Research is an AI agent that can search multiple online sources to create comprehensive reports, completing tasks that would take humans hours in just 5 to 30 minutes, providing detailed answers with specific sources.