What is AI Analyst?
AI Analyst is an AI-powered FINTRX "co-pilot" that helps users uncover valuable insights about firms and contacts within the financial landscape. It automates research & outreach tasks, identifies trends, and provides personalized analysis, saving you time and increasing your efficiency.
Where is AI Analyst?
AI Analyst is seamlessly integrated throughout the FINTRX platform:
Firm & Contact Profiles:
Floating AI Analyst button at the bottom-right corner of the profile
At the top of each data tab as a wide text field; suggested prompts will be specific to the individual data tab you are in (i.e. ETFs, AUM & Accounts, Contacts etc.)
As a tool within firm filings to analyze brochures and break down soft data within SEC filings
Within individual data modules
Lists: Use AI Analyst as a column for individual firms and contacts, or as a bulk action for multiple records.
Advanced Search: Access AI Analyst when selecting multiple records in the advanced search.
How to Use AI Analyst
1. Single Click Actions
Suggested prompts are available within AI Analyst across the platform. These prompts are always tailored to the area in which you are utilizing the Analyst (i.e. AI Analyst within the ETFs tab of a firm profile will suggest ETF and holdings-related prompts).
Pre-Selected Prompts: Click the AI Analyst button to access common use cases, such as meeting preparation or recent news summaries.
Custom Prompts: Enter your own queries in natural language to get tailored insights.
2. Bulk Actions
Bulk action AI Analyst is available within Lists as well as the Advanced Search pages. Click the checkboxes next to the desired firms or contacts. Once you have selected more than 1 record, the AI Analyst button will appear at the top of the list/search results.
Analyze Multiple Firms: Select up to 10 RIA firms or 25 family office firms to perform bulk actions, such as:
Preparing meeting briefs for all selected firms.
Analyzing ETF holdings across multiple firms.
Summarizing recent news for all selected firms.
Best Practices for Using AI Analyst
Be Specific: The more specific your queries, the more relevant the insights you will receive.
Utilize Bulk Actions: Save time by analyzing multiple firms or contacts at once.
Leverage Personalization: Set up your AI personalization and fill out your Affinity data to enhance the relevance of AI Analyst's insights.
Example Queries
Here are some example questions you can ask AI Analyst:
"Analyze this firm's ETF portfolio and identify areas where they are underweight."
"What is the firm's current AUM and how has it trended over the past 3 years?"
"Find recent news articles about this firm and summarize key developments."
"Identify potential M&A targets based on this firm's acquisition history."
"Find my best path into this firm and prep me for a meeting, including recent news."
Customizing Your AI
To get the most value out of AI Analyst, be sure to customize the AI with information about your company, goals, and ideal prospects as well as setting up your AI's "personality" based on your use case (ETF distribution, capital raising etc.) and preferred tone (data-driven & direct, conversational etc.).
Navigate to the AI Analyst tab of your Account Settings to set up your AI co-pilot.