Financial Research

From discovery to distribution: AI-orchestrated financial research

For over two decades Eidosmedia has been applying transformational technologies to the business of creating and delivering investment research.
Today its platforms are used by over 6,000 analysts and support staff in organizations that include:

  • four of the world's top ten investment banks
  • one of the top three ratings agencies
  • independent research firms worldwide.


Eidosmedia's latest platforms are built on advanced agentic AI architecture to accelerate and enhance the work of sell-side desks, buy-side teams, independent research firms and ratings agencies.

Explore the solutions See the case studies

Research evolves - from push, to pull, to prompt

Research was once pushed out exclusively as a PDF attachment, often deleted unopened.

Clients then moved to pulling the content they needed from portals, personalized feeds and interactive models.

Now research users prompt for what they want: AI assistants query research directly, on the desk and inside client systems. The most advanced providers are already publishing for all three destinations: people, feeds and machines.

  • Personalized feeds and portals
  • Interactive models and graphics
  • AI-assisted and API access

See how research reaches every channel

Built on AI Content OS

Governed AI orchestration - from end-to-end

Every step of the operation, from initial discovery to final distribution, is orchestrated by a mature agentic AI architecture known as AI Content OS.

AICOS drafts, classifies, formats and routes rapidly and efficiently - but always under full user control. Nothing is released without a human sign-off and every step is logged and attributable.

Explore AI Content OS

The market

Three pressures are reshaping the research market

Operations that can adapt have an automatic advantage.

Research must prove its worth

Unbundling put a price on every page and budgets followed.

Successfully defending research spend means being able to show what clients read, and turn that reading into the broker vote.

Scrutiny keeps rising

MiFID II, SEC rules and GDPR raise the cost of getting it wrong every year.

The most productive operations treat compliance as part of production rather than a brake applied at the end.

More coverage, same headcount

Coverage expectations keep growing while desks do not.

The teams pulling ahead automate the mechanical work so analyst time goes where it earns: the call, not the formatting.

Who we serve

Tailored solutions for every operation

Eidosmedia's modular architecture creates platforms for every operation size and type – from specialized boutique to global network enterprise.

Sell-side research

From coverage decision to client delivery: an end-to-end platform of six interconnected modules, a turnkey solution for mid-market firms and global banks alike.

Explore sell-side solutions

Buy-side

Asset and wealth managers distill feeds, models and sell-side input into reporting that guides their investment desks. The platform accelerates the distillation; judgment remains with the analysts.

Explore buy-side solutions

Independent research firms

An OOTB solution for boutique and mid-market providers: an enterprise-grade research infrastructure without the enterprise integration complexity.

Explore solutions for independents

Ratings agencies

Methodology-driven publishing at scale, from flash notes to initiation reports, with review, attribution and audit built into every item that leaves the desk.

Explore solutions for agencies

Compliance throughout the workflow – not a 'final check'

Financial research lives under scrutiny, and the platform is built for that reality. Guardrails and standards embedded within the platform's foundation ensure full compliance with GDPR, SEC regulations, MiFID II and Web accessibility standards. Eidosmedia is a founding member of the RIXML consortium and has taken an active part in the definition of global standards for the creation and distribution of investment research.

  • ISO/IEC 27001 · Information Security
  • ISO/IEC 27017 · Cloud Controls
  • Certified by the British Standards Institute

In production at scale

Some examples of Eidosmedia platforms at work.

Investment bank

A high-security global cloud platform

A US investment bank moves its research operation to the cloud, with exceptional security and continuity.

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Investment bank

Global investment bank

50,000+ reports a year

1,000 research staff produce everything from e-mail bulletins to multi-section reports with tables and charts.

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Ratings agency

Global ratings agency

4,000 items a month

1,700 analysts and coordinators across 19 countries deliver research in PDF and digital formats.

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Research firm

Research as a Service

30M+ subscriber accounts

A US research company distributes analysis worldwide from a single global cloud platform on AWS.

Read more
Asset management

A live platform for asset management

A global asset manager's componentized content hub delivers constantly updated credit reporting to its investment teams.

Read more

Financial research FAQ

Where does the platform come from?
The platform builds on over two decades of experience applying transformational technologies to the business of creating and delivering investment research. It serves investment banks, ratings agencies, independent research firms and asset managers.
How does the platform use AI?
Every stage — discovery, drafting, classification, formatting, and routing — is orchestrated by an agentic AI architecture. The AI accelerates the mechanical work, but nothing is released without human sign-off, and every step is logged and attributable.
Who is the platform designed for?
The solution serves sell-side desks, buy-side teams, independent research firms, and ratings agencies, with modular architecture scaled for operations ranging from boutique firms to global enterprises.
How does the platform handle compliance and regulation?
Compliance guardrails covering GDPR, SEC rules, and MiFID II (as well as web accessibility standards) are built into the platform's foundation rather than applied as a final check.
How is research delivered to clients?
Research reaches audiences through three channels: personalized feeds and portals, interactive models and graphics, and AI-assisted or API access.
Does the platform operate at scale?
Yes — documented examples include a global investment bank producing 50,000+ reports a year with 1,000 research staff, a ratings agency delivering 4,000 items a month across 19 countries with 1,700 analysts and coordinators, and a research firm serving 30M+ subscriber accounts worldwide.

Go deeper on your side of the desk

Workflows, modules and a demo for every segment, on the solutions pages.

Explore the finance solutions Explore AI Content OS