Case Study

Fintool

Fintool is an AI-powered public equity research platform. Their customer base includes hedge funds, large consulting firms, and banks.

Fintool’s conversational interface allows users to ask complex financial questions and receive near-instant responses. Projects that typically take analysts several hours can be completed in mere seconds with Fintool. 

Fintool analyzes millions of documents, from earnings reports to 10-K filings, while also utilizing web data to ensure investors have access to relevant market information. With three levels of agent peer-evaluation, Fintool maintains zero hallucinations, allowing investors to unlock efficient AI solutions without risk.

What Fintool is solving for

Public equity stakeholders are faced with three major challenges: 

  1. Time-critical decision making: When dealing with public securities, every second counts. Accessing and interpreting comprehensive data can be a cumbersome process, slowing down investors when agility is essential.  

  1. Information overload: Financial professionals must synthesize overwhelming amounts of data everyday. For context, the SEC receives over 3,000 filings a day. 

  1. AI hallucination risk: While AI use has grown tremendously, hallucination risk can be a non-starter for institutional investors with significant capital on the line. 

Powered by Sonar Pro 

For every query, Fintool selects the most relevant sources. By integrating Perplexity Sonar, Fintool gains the ability to pull real-time web data to answer complex questions.

Sonar powers answers requiring current market intelligence and search capabilities. 

Examples of queries where Sonar excels include:

  • Track product launches in the defense tech space

  • Who are the private competitors of Nvidia?

  • Analyze the landscape and largest players in fintech

Interested in shaping the future of Sonar? We're hiring.

Join our developer community to stay on top of new releases, features, and updates.

Interested in shaping the future of Sonar? We're hiring.

Join our developer community to stay on top of new releases, features, and updates.

Interested in shaping the future of Sonar? We're hiring.

Join our developer community to stay on top of new releases, features, and updates.