Skip to content
All case studies
AI2025Helios Bank

Helios Orbit

An AI analyst that reads every filing before the market opens.

3h
Saved per analyst daily
0
Unsourced claims in prod
40yr
Corpus indexed

A multi-agent research platform that ingests filings, transcripts and market data, then produces desk-ready briefs with every claim traced to its source.

01

The challenge

Helios analysts lost the first three hours of every day to document triage. Off-the-shelf assistants hallucinated numbers — unusable in a regulated desk where a wrong basis point is a compliance event.

02

Our approach

We built a retrieval layer over 40 years of filings with span-level citations, then an agent graph that plans, retrieves, cross-checks and refuses. Every answer carries provenance; anything under the confidence floor escalates to a human instead of guessing.

03

The outcome

Morning briefs land at 06:00 with zero unsourced claims across 18 months of production. The analyst desk redeployed 3 hours a day from triage to judgment.