Private Equity

Earnings Call Dashboard for Financial Research

NLP Dashboard Financial Analytics

Challenge

Financial research firm needed a dashboard to process earnings calls from 500+ portfolio companies, extracting key insights and predicting sentiment with vocal tone AI models.

Design

We built a backend in charge of extracting transcripts and audio data from recent earnings calls and then feeding this to LLMs and vocal tone models to trigger inference on sentiment and key insights.

Result

The dashboard is now serving as key alert tooling for portfolio managers, enhancing their decision making on the fly.

Takeaway

Being able to visually display negative and positive alerts across multiple companies was a key differentiator for the firm.

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