About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Moody’s Gen AI Research Assistant Offers New Insights from Research, Data and Analytics

Subscribe to our newsletter

Moody’s has released Moody’s Research Assistant, a search and analytical tool powered by generative AI and using the company’s proprietary content and the latest large language models (LLMs) to help customers generate new insights from its credit research, data, and analytics.

The research assistant synthesises vast amounts of information allowing users to assess lending or investment opportunities, monitor developments, compare entities, and enhance analytical workflows rapidly and at scale. It also allows users to generate more holistic risk insights faster.

“Successfully navigating today’s complex risk landscape requires resource-intensive analysis of a vast array of research and data across a number of risk domains,” says Cristina Pieretti, general manager of digital insights at Moody’s Analytics. “With Moody’s Research Assistant, analysis that used to take hours can now be accomplished in minutes, freeing up more time for strategic decision making.”

Users that participated in a pilot of Moody’s Research Assistant reported gains in productivity and effectiveness. Based on observed metrics during the pilot, users could save up to 80% of the time they spend on data collection and up to 50% of the time they spend on analysis by adding Moody’s Research Assistant. Overall, results suggest the research assistant could save users up to 27% of their time spent performing the typical tasks and functions of a financial analyst.

Moody’s Research Assistant covers the latest rating actions, credit opinions, and research reports from Moody’s Investors Service to provide real-time answers for users. Ultimately, it will be expanded to leverage more of Moody’s data and content across risk domains including credit, climate, cyber, compliance, supply chain, and more.

The research assistant is available as an add-on to CreditView, Moody’s flagship ratings and research solution. Using Microsoft’s Azure OpenAI Service and powered by advanced language processing technology, Moody’s Research Assistant complements CreditView’s existing information retrieval system, effectively identifying relevant entities, industries, and geographical regions within textual content.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Navigating a Complex World: Best Data Practices in Sanctions Screening

As rising geopolitical uncertainty prompts an intensification in the complexity and volume of global economic and financial sanctions, banks and financial institutions are faced with a daunting set of new compliance challenges. The risk of inadvertently engaging with sanctioned securities has never been higher and the penalties for doing so are harsh. Traditional sanctions screening...

BLOG

Agentic AI Deployment Presents Potentially Dangerous Data ‘Trust Paradox’

Artificial intelligence deployment in capital markets’ data processes may be approaching an inflection point that, if not managed properly, could introduce dangerous risks to institutions’ operations. The growing deployment of anonymous agents has the potential to hardwire data errors into workflows, magnifying data weaknesses as the automating technology scales processes, according Informatica from Salesforce. The...

EVENT

RegTech Summit New York

Now in its 9th year, the RegTech Summit in New York will bring together the RegTech ecosystem to explore how the North American capital markets financial industry can leverage technology to drive innovation, cut costs and support regulatory change.

GUIDE

Entity Data Management

Entity data management has historically been a rather overlooked area of the reference data landscape, but with the increase focus on managing risk, the industry is finally taking notice. It is now generally agreed to be critical to every financial institution; although the rewards for investment in entity data management appear to be rather small,...