Pathfinder – Investment Research

Turn Research Into Revenue

Save Give analysts back 30% of their time. Lift traded volumes by 18%. Arm sales with instant insights.
18% higher traded volumes 30% analyst time back
20% more client calls 22% longer conversations
Book a 20‑Minute Demo ➔ ▶ Watch 90‑sec overview

Prove ROI on Research

  • Link research spend directly to measurable commercial outcomes.

Boost Analyst Productivity

  • Free up to 30% of analyst time by eliminating manual search and distribution..

Win More Client Business

  • Sales using Pathfinder made 20% more calls and spent 22% longer in conversations.

What would an 18% uplift mean for your desk?

Estimate incremental revenue in seconds. Share this with your Head of Sales or Director of Research.

The reality today…

  • Analysts waste hours tagging, distributing, and hunting for reports.
  • Sales can’t find insights quickly enough — clients default to terminals.
  • Leadership struggles to prove ROI on research spend.

“We don’t know if our research is being read or used.”

Director of Research
Tier‑1 Bank

Your Research. Instantly Actionable.

Pathfinder makes all your research instantly searchable and usable — across reports, notes, models, and chats. Built on finance‑trained, compliance‑grade AI, it delivers accurate, secure, and enterprise‑ready insights.

Reliable and repeatableDeep integrationsEnterprise SecurityWorkflows & Reporting
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Reliable and repeatable

Cut the uncertainty with domain-trained AI — get accurate, explainable, and reliable sales-ready responses every time.

Deep integrations

End-to-end automation for research data — from ingestion to reconciliation — covering documents, metadata, RIXMLs, consensus data, models, and more.

Enterprise Security

SOC 2 Type II compliant. SR11-7 model governance, validation, and change controls.

Workflows & Reporting

Track research usage and ROI with precision.

Proof from the Market

Read more case studies ➔

Global investment bank

18% uplift in traded volumes (pilot)

  • Resulted in tens of millions in incremental annual revenue.

Sell‑side research team

30% analyst time savings

  • Automated search, tagging, and distribution across channels.

Sales desk

20% more calls, 22% longer conversations

  • Faster access to context raised engagement and drove more trades.

Ready to Prove ROI on Your Research?

Stop leaving revenue on the table. Pathfinder turns research into measurable commercial impact.

Book a 20‑Minute Demo ➔

Investment Research Case Studies

Global Investment Bank (Pilot)

Problem
Research leaders were under pressure to prove the commercial value of research output. Senior management saw costs rising but couldn’t link research to revenue.

Solution

Pathfinder connected research consumption directly to client engagement activity, providing evidence of impact.

Value

  • 18% uplift in traded volumes linked to the increased, research-driven, customer engagement throughout the pilot
  • Projected $42M in incremental annual revenue

European Bank

Problem
The bank could not demonstrate whether research engagement actually improved client relationships.

Solution
The bank tied detailed research downloads and views reports from Pathfinder to client CRM and trading data.

Value

  • Clients consuming research were 28% more likely to trade within 10 days
  • 17% increase in client engagement scores among active readers