Prepare Smarter for Earnings Calls with the Earnings Assistant AI Agent
Equip executives with fast, context-aware answers—grounded in your own data and tailored to your CEO's voice.
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What It Is
The Earnings Assistant is a secure, executive-facing AI agent that helps leadership teams prepare for investor Q&A with speed, clarity, and precision.
It analyzes your corporate materials and earnings transcripts to deliver briefings, surface tough questions, and simulate analyst dialogue—all in the tone of your executive team.
Built on the FoundationaLLM platform, it gives financial institutions the ability to customize responses, protect data, and scale across earnings cycles—without writing a single prompt from scratch.
What It Can Do
Synthesizes filings, internal docs, and prior transcripts into CEO-style messaging
Anticipates analyst questions and suggests aligned responses
Flags potential objections and provides risk-mitigating language
Supports role-based use across IR, legal, and executive teams
Ask the Agent...
“What are the top 5 questions we’re likely to be asked this quarter?”
“Summarize how we addressed earnings concerns last year.”
“What are our known risks, and how should we respond to them?”
“How would our CEO explain our Q2 performance to analysts?”
Value at a Glance
Accelerate Prep – Get up to speed fast with accurate, contextual briefings.
Answer with Confidence – Practice responses grounded in tone, precedent, and facts.
Protect What Matters – Run everything inside your cloud—no SaaS, no leakage.
Deploy Across Teams – Use across IR, legal, and leadership with fine-grained controls.
Why It Works
Rapid Preparation
Streamlines prep by eliminating manual research and delivering fast, contextual briefings.
Aligned Responses
Ensures answers match leadership tone, historical precedent, and analyst priorities.
Consistent Accountability
Provides grounded, reliable responses for high-stakes Q&A with real accountability.
Where It Works
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Executive Portal
Provides secure access for leadership to prepare and simulate Q&A.
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IR Dashboard
Supports investor relations with tailored briefings and analytics.
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Leadership Workspace
Enables collaborative prep across executive and legal teams.
Powered by FoundationaLLM
The Earnings Assistant is built on FoundationaLLM—an enterprise-grade platform used by financial institutions to deploy secure, extensible AI at scale.
Built for Scale
Handles thousands of queries and docs across earnings cycles.
Private by Design
Deployed inside your Azure environment—never SaaS.
Multimodal & Flexible
Works across structured data, PDFs, transcripts, and more.
Governed & Extensible
RBAC, content safety, and reusable agent workflows.