From spreadsheet chaos to instant comp intelligence
RAG over years of decks and filings, plus always-on monitoring bots—so compensation teams answer questions in seconds and build a proprietary data edge.
Case study
Before & after
How the workflow changed where it matters—on the ground with your team.
Executive Compensation
Knowledge + market monitoring
RAG · Knowledge Systems · Monitoring
Before
A decade of client work lived in PowerPoints and PDFs—impossible to search. Separately, staying current on proxy filings would have taken multiple full-time monitors, and everyone saw the same public data.
After
We shipped a RAG system over the full corpus—ask anything, get cited answers, generate tables and decks. In parallel, an AI monitoring bot watches filings, extracts structured data, and grows a proprietary database automatically.
Result
Institutional knowledge is queryable in seconds, and the team gains a data edge competitors can’t copy from the same public sources.
At a glance
Scope & impact
Honest anchors for what shipped—no vanity metrics.
10 years
of work product indexed and searchable
Seconds
to answer questions that used to take hours
3 FTEs
of monitoring work replaced by one bot
Always on
new filings captured without manual polling
System
What we built
Deployed capabilities your team actually uses—not slides.
RAG over the corpus
natural-language Q&A with citations across PDFs, decks, and docs.
Generated outputs
comparison tables, summaries, and starter decks on demand.
Filing monitor
detects new proxies and extracts structured compensation data.
Proprietary database
accumulates edge datasets competitors don’t maintain.
Alerting
pushes changes to the team when relevant filings land.
The cost of doing nothing
Every week your team spends on manual work is a week your competitors are automating.
Thousands
of hours/month saved
Credit Card Processing
3 FTEs
replaced by a single bot
Exec Compensation
10 years
of data, accessible in seconds
Legal Research
40%
of time recovered from admin work
Strategic Teams
$60,000 of busy work
A $150K/year strategic thinker spending 40% of their week on admin. Per person. Per year.
Solution areas
Solution pages that overlap with this story
We group the same builds under /solutions too. This is just another entry point.
Outcome
The Results
The firm answers client questions with evidence-backed answers in minutes, and the monitoring stack turns public filings into a living proprietary asset.
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