Pathfinder – Investment Research
Turn Research Into Revenue
Lift traded volumes by 18%. Arm sales with instant insights. Give research analysts back 30% of their time.
Turn your research into revenue-driving client conversations
Pathfinder is Behavox’s purpose-built AI assistant for investment research—engineered for front-office teams who need to answer client questions fast, generate actionable trade ideas, and deepen relationships.
Win more business
Arm salespeople with immediate, intelligent responses grounded in published research
Increase research consumption
Ensure more clients and sales teams actively use your published content.
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.
Why Pathfinder is Different
- Purpose-built for financial services – fluent in equity, credit, and macro research.
- Accurate & compliant by design – grounded in your source data, with audit logs and full control over outputs.
- Plug-and-play – upload documents, start generating value immediately.
- Secure – your data is segregated and never used to train external models.
- Integrates with Mosaic trade analytics – provides compelling, research-backed trade ideas and customer pitches.
“We don’t know if our research is being read or used.”
Director of Research
Tier‑1 Bank
Proof from the Market
Global investment bank
18% uplift in traded volumes (pilot)
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Resulted in tens of millions in incremental annual revenue.
Sell‑side research team
30% analyst time savings
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Automated search, tagging, and distribution across channels.
Sales desk
20% more calls, 22% longer conversations
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Faster access to context raised engagement and drove more trades.
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 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.
Ready to Prove ROI on Your Research?
Stop leaving revenue on the table. Pathfinder turns research into measurable commercial impact.
