“We did not need more analysts. We needed an AI OS that made every analyst exponentially more powerful. That is what Fiden built.”
Chief Executive · $10B Alts Advisory firm
Case study
Listed Equities and Alternatives Research Platform
Challenge
A wealth management research platform covering listed equities and alternatives needed to expand coverage and speed up report generation without expanding headcount at the same rate. Manual data ingestion and report drafting consumed the majority of analyst time.
Approach
Fiden deployed agents to handle financial data ingestion, table extraction, and report drafting, restructuring the research workflow around AI-first execution while keeping analyst review central to every output.
Reported outcomes (directional, reported by customer, pending final validation)
- Cost avoidance of approximately 85 percent, as the research function shifted from variable headcount cost to a fixed platform cost model
- Analyst productivity gains of approximately 400 percent
- Data ingestion time reduced from days to approximately 15 minutes
- End-to-end report generation completed in under two hours
- Coverage expanded from fewer than 200 to more than 750 equities, with zero incremental headcount
Validation note: these figures are reported by the customer and characterized as directional. They should be confirmed against final audited results before use in formal marketing claims, press materials, or investor communications.