Sell-Side / Publishers
Current Challenges
in Workflow & Distribution

Key points in your in-house research can be missed amongst the information overload

Manual document tagging is subjective which causes inconsistencies

Inconsistent document tagging leads to sub-optimal distribution to clients

Sales and clients struggle to find articles and maximise the power of the research

Enhancing Sell-Side / Publishers Workflow & Distribution

Enhance Access

Limeglass smart-tagging and proprietary cross-asset and macro taxonomy enable internal and external users to quickly find exactly what they need, maximising the value of your research assets

Personalise your Research

Limeglass is a powerful tool that enables you to customise your in-house research to directly meet your clients’ requirements through detailed analytics

Deliver Results in Context

Limeglass provides you with flexible APIs and intuitive client user interfaces

Pre-publication

Limeglass PrismAPI

Automates & adds consistency to the pre-publication document tagging process which can be integrated into existing editorial systems.

Post-publication

Limeglass ContentAPI

Allows for powerful integration of Research Atomisation™ capabilities to enhance existing distribution, consumption & execution platforms.

Post-publication

Limeglass Portal

Provides an out-of-the-box web portal for sales desks allowing instant access to specific thematic paragraphs across all asset classes & macro topics.

Search Engine Research Optimiser

Fusion Search for AI

Supercharges your existing search engine & AI retrieval processes for financial research content. Integrates the Limeglass Knowledge Graph to ensure far more accurate & time relevant AI results.

AI Chat Bot for Research

ResearchGenie AI Chat

Integrates a research optimised AI Chat Bot component into your own solutions. Produces Extractive and/or Generative AI answers powered by the Limeglass Research Discovery Solution.

Pre-publication Workflow & Distribution

Limeglass PrismAPI – Pre-publication Document Tagging Service

Provides consistent automated pre-published document tagging

Flexible document-level tagging compatible with existing & future client taxonomies

PrismAPI automatically tags documents using Rich-NLP combined with a powerful taxonomy mapping layer which supports
  • RIXML enumerations & publisher defined keywords
  • Limeglass Topic Taxonomy
  • client defined taxonomies

Smoothly integrate into existing editorial systems

  • straightforward synchronous ‘single request’ REST API interaction
  • response times optimised to fit with analyst workflows
  • backed by a high performance & scalable SaaS service
Interprets research in a variety of formats
  • HTML
  • native PDF
  • Eidosmedia XML
  • with potential for adaptation to other formats

Intrinsically designed to preserve confidentiality of pre-published documents

Secure
  • data is always encrypted in transit (TLS 1.2)
  • OAuth 2.0 client credentials flow can be supplemented with mTLS or VPN for an additional security layer
Confidential
  • all processing performed in-process & in-memory
  • data is never written to persistent media
  • documents are inaccessible to Limeglass staff or other processes

Limeglass ContentAPI – Post-publication Workflow & Distribution

Limeglass ContentAPI is a REST API for interacting with post-publication research

ContentAPI allows for powerful integration of Content Atomisation™ capabilities to enhance existing solutions

Incisive Search surfaces relevant documents, articles or specific paragraphs in context
  • dynamic Navigation Taxonomy
  • Incisive Search surfaces concepts from multiple documents
  • Incisive Search contextualises results identifying unknown & ambiguous terms

Content Metrics provide granular analytics

  • composition analysis of published documents
  • trending themes

Limeglass Content Atomisation™ Index provides a powerful paragraph-level index of ingested content

Surface documents & paragraphs discussing specific financial themes

  • identify document-level tags associated with each document
  • render atomised views of paragraphs in context
  • aggregate coverage scores for each document tag
  • map results to your own financial taxonomies

Document tags & metrics can be stored in your own search index

  • index change notifications enable your index to stay in sync
  • Incisive Search endpoints can enhance your search engine by identifying the tags to surface for natural language queries

Limeglass Portal – Post-publication Workflow & Distribution

Provides an out-of-the-box web portal for sales desks allowing instant access to specific thematic paragraphs

Improve sales workflow and make research a key differentiator

Sales + In-house Research = Reputation => Trusted Advisor

  • empower your sales team to strengthen their client relationships
  • become an expert on any topic with access to relevant paragraphs across multiple documents
  • visualise trending market topics & themes

White-label portal for your sales teams to leverage in-house multi-asset research

Provide you sales teams with immediate access to granular cross-asset & macro themes

  • granular information accessed seamlessly
  • access the in-house research at paragraph level
  • leverage the underlying themes through client discussions
  • share the right research at the right time

Current challenges when searching Financial Content

Tuning search engines to work effectively with investment research or other financial content is a significant and often underestimated challenge.

Despite using a top-quality search engine, adhering to best practices, and embracing advanced methods like semantic search, chunking, and vector embeddings, search engine results often still fall short.

At Limeglass, we are the financial content discovery technology experts, and understand that an effective solution only comes from overcoming the core challenges:

  • Time Recency Trade-off: Search engines are not tuned to respect time recency, often returning ‘relevant’ content that is out of date.
  • Missing Context: Single documents cover a wide variety of themes, naïve chunking strategies miss crucially important context.
  • Understanding Financial Language: Without a well-defined and structured understanding of financial domain knowledge, important results are missed.
  • Awareness of Subject Matter Experts: Without domain knowledge, search engines are unable to adequately promote content produced by the subject matter experts.
  • False Positives & False Negatives: Due to noise and information loss, search results contain non-relevant results and miss relevant content.

With the advent of GenAI, LLMs, and in particular Retrieval Augmented Generation (RAG) – the search retrieval quality has never been more important, it is the biggest factor impacting the quality of an LLMs output.

Limeglass Fusion Search for AI optimises your existing search engine for Financial Content

Limeglass Fusion Search for AI is designed to tackle the challenges of searching investment research and more.

By integrating the power of Graph and Hybrid Search into existing search engines and leveraging the Limeglass Knowledge Graph of over 200,000 topics, it achieves substantially better results in clients’ tests and benchmarks.

Fusion Search for AI provides two primary API components that enhance the existing search stack:

Fusion Search for AI – Index Pre-Processor

Pre-processes financial research content before index ingestion.

Fusion Search for AI Index Pre-Processor API ensures deep granular labeling, advanced contextual chunking and metrics at both document and chunk levels, resulting in standardized metadata across all content ingested.

Providing a detailed and consistent indexing of content, while supplementing the publisher’s own metadata extensions and RIXML files (which can have variable quality).

Fusion Search for AI – Query Parser

Interprets the user’s search / prompt to enhance the search engine query.

The Fusion Search for AI Query Parser API interprets the context of the question using the Limeglass Knowledge Graph. Generating Graph / Hybrid powered search queries, including rich metadata to ensure more accurate retrieval from the index.

How does Fusion Search for AI Index Pre-Processor improve ingestion & chunking?

Providing more accurate search results

Issues with current methods of ingesting Financial Market Research content into a Search Engine Index

If the content in your search engine index is suboptimal, any results will be disappointing

Fusion Search for AI ensures you do not lose important contextual information

Contextual Search using Content Atomisation™, Document & Knowledge Graphs

Fusion Search for AI:

  • retains Context in a Document Graph
  • removes noisy sections
  • adds Domain Knowledge via the Limeglass Knowledge Graph
  • better respects Time Recency
  • provides Contextual Chunking which:
    • improves Full-Text & Vector Embeddings
    • preserves chunk relationships
    • adds Graph Tags at document, contextual & chunk-level

How does Fusion Search for AI Query Parser improve search query parsing?

Ensuring more accurate retrieval

Fusion Query Parser enhances search queries with metadata

Fusion Query Parser parses the original query adding metadata to ensure more accurate retrieval

  • Decomposes Search Query using Limeglass Knowledge Graph
  • Identifies key Semantic Graph Tag Concepts
  • Suggests additional Contextual Filters – Promotes authoritative content
  • Re-writes question into Search Text using LLM (optional)
  • Disambiguates Ambiguous Terms – Identifies alternative interpretations
  • Additional Semantic Disambiguation using LLM (optional)
  • Uses Tags as Filters & Sparse-Vectors within search to better respect Time Recency
  • Generates Search Engine query template

Limeglass ResearchGenie AI Chat – Research Optimised AI Chat Component

Provides Extractive and/or Generative AI answers

GenAI Challenges in Financial Market Research

Emerging GenAI technologies have the potential to revolutionise investment research, but the risk of misleading answers and hallucinations has caused anxiety among publishers worldwide.

Limitations of Large Language Models (LLMs)

  • LLMs can only work with research content identified in relation to the question
  • Directly uploading your research corpus into an LLM does not guarantee good results

Retrieval Augmented Generation (RAG)

  • AI chatbots use RAG to search your research corpus & provide relevant extracts for the LLM to generate answers
  • The quality of answers drops & the risk of hallucination increases as the quality of retrieval decreases

Challenges with Search Engines

  • Search engines are not optimised for time, leading to recency issues in chatbot answers
  • Results are sensitive to noise, information loss, missing context and lack of domain knowledge

ResearchGenie AI Chat Solution

Increasing the quality of retrieval and providing the author’s actual sentences alongside the generative answer in an ‘Extractive’ way allows for fact-checking with the source content and maintains the feedback loop.

To ensure effective results, you need a highly tuned retrieval process and supporting technologies to maximise the use of research content while maintaining attribution to the original authoritative source.

ResearchGenie AI Chat – GenAI for Research

ResearchGenie AI Chat is a chatbot designed for investment research that can be embedded as a web component or used in third-party chat frameworks such as Microsoft Teams.

ResearchGenie AI Chat harnesses the power of Fusion Search for AI to ensure answers are based on the most relevant, authoritative, and recent research publications from your corpus.

At Limeglass, we specialise in investment research discovery technology. We understand the importance of providing high-quality, relevant, and up-to-date answers, along with seamless access to the original authoritative source content.

AI Chat designed for Investment Research

  • Optimised research context retrieval underpinned by Fusion Search for AI
  • Financial market expertise leveraged from Limeglass’s extensive Knowledge Graph
  • Answers directly cite & link to the original authoritative content

Extractive and Generative AI Answers

  • Extractive Results: Answer questions using the analyst’s own text, providing links back to the original document and the author
  • Generative Results: Become more accurate as retrieval uses Fusion Search for AI, minimising false positives & false negatives

Easy to integrate

  • Add to a web page or portal as an out-of-the-box web component
  • Use in third-party chat frameworks such as Microsoft Teams

Multi-Lingual Support

  • Questions & answers can be provided in multiple languages

ResearchGenie AI Chat is a powerful tool allowing your clients and sales team to unlock the breadth of your research coverage, resulting in strong ‘Trusted Advisor’ relationships.

Get in touch to book a demo or find out more

If you would like to speak with the team or book a demo to see how our technology can empower your team, please get in touch using the form below:

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