- Investment Bankers: Accelerate deal-making, pitch decks, and market research with AI-driven insights.
- Private Equity & Hedge Funds: Uncover investment opportunities and analyze market trends efficiently.
- Financial Analysts: Automate financial documentation, company profiling, and earnings call analysis.
- Portfolio Managers: Access real-time data and research to optimize asset allocation and strategy.
- Financial Researchers & Journalists: Extract relevant financial information from extensive datasets quickly.
How to Use Rogo?
- Sign Up and Integrate Data: Connect your firm’s internal documents and external data sources securely.
- Customize AI Models: Tailor workflows and AI agents to meet specific financial research and reporting needs.
- Generate Insights & Reports: Use AI to scan, analyze, and synthesize financial data into actionable outputs.
- Collaborate & Automate: Share AI-generated materials across teams and automate routine workflows for efficiency.
- Finance-Specific AI Models: Deep understanding of financial terminology and workflows for precise results.
- Seamless Data Integration: Connects with internal systems, filings, transcripts, and real-time market data.
- Auditability & Transparency: Provides inline citations and verifiable sources for all outputs.
- Robust Security & Compliance: Enterprise-grade data protection meeting SOC2, GDPR, and other standards.
- Workflow Automation: Automates repetitive tasks like meeting prep, document summarization, and slide creation.
- Purpose-built AI for financial sector workflows.
- Highly secure with strong data privacy protocols.
- Boosts productivity by automating detailed financial research.
- Clear and auditable insights with inline citations.
- Complex setup and customization may require onboarding support.
- Not suited for industries outside finance.
- Premium pricing tailored to enterprise clients.
- May require some learning curve for non-technical users.
Custom
Pricing information is not directly provided.
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Editorial Note
This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
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