Sentieo’s industry-leading Document Search enables users’ deep research through sophisticated applications of artificial intelligence (machine learning and natural language processing) applied to corporate, broker research, and internal documents. But there is another aspect of the Doc Search functionality: staying on top of fast-moving events through both comprehensive search, and seamless workflow.
Using recent coronavirus developments as an example we will focus on the virus’ impact on the global automotive industry. First, we view documents for a pre-built watchlist of global automakers. To see how to create watchlists (and email alerts linked to them) in Sentieo, see this blog post.
For the coronavirus example, we focus on three document types (transcripts, broker research, and news sources). We highlight as we read, write a quick note on top of our highlights, and then share with our team.
Following Fast-Moving News with Transcripts
In this first video, we focus on transcripts. We look at the automotive watchlist transcripts for mentions of several terms at ones, such as coronavirus OR hubei, and take highlights as we go. Transcripts are an important news source as these are company management teams communicating directly providing a very high signal ratio. However, since the situation is moving fast, the downside here is that a document that is two days, let alone two weeks, old might very well be outdated.
Filling the Gap with Broker Research
In this second video, we look at broker reports from the numerous banks that cover the companies in the automotive sector. We use the same long search query, and make highlights, download tables, and take screenshots. All of these go into our Notebook for future use. Broker research is in-between transcripts and news sources: analysts often have independent channel checks in addition to access to management teams, so reviewing their reports is a must to get the full picture.
Adding Another Layer of Information with 700+ News Sources
In this third video, we look at our news source integration. With over 700 individual sources and our powerful document search, we can review a large number of articles very quickly. Compared to transcripts or sell-side research reports, news sources are the most timely but also sometimes not the most accurate regarding a certain company’s actions. We show how to highlight sections of articles to save for use later.
Compiling and Sharing Findings
In the final video, we show how easy it is to create the “final report” with the latest information on the coronavirus’ impact on the global automotive industry. We write our own text to summarize the findings, then we simply drag and drop all of the highlights we took from transcripts, broker research, and news sources—and we send the finished report to both a single individual and to a team.
The availability of numerous sources, combined with a powerful search and a highlighting/saving capability enables fast, expansive, and accurate information collection across any topic, group of companies, timeframe, or document source. To find out how you can deploy this tool in your organization, please get in touch with us.