NPI Financials
Enterprise Deep Research & Analytics Platform — comprehensive internal dashboard with an advanced AI-powered deep research system that synthesizes information from multiple data sources to answer complex financial queries in real-time.
Visit SiteThe Challenge
Financial analysts needed to research complex queries across multiple data sources — SEC filings, market data, internal databases, and documents — but existing tools required switching between platforms and manual data synthesis.
The Solution
Built a comprehensive internal dashboard with a multi-mode deep research system. Each mode has its own custom LangGraph workflow optimized for specific research patterns: market analysis, company research, regulatory analysis, and competitive intelligence.
Implementation
Multi-Mode Research System
Multiple user-selectable research modes, each with a custom LangGraph workflow optimized for specific research patterns
Supervisor-Agent Architecture
Supervisor agent delegates tasks to specialized sub-agents that conduct parallel research; findings are synthesized into coherent responses
Multi-Source Data Integration
Real-time web search, vector database, SQL databases, user-uploaded files, and internal APIs
Custom MCP Development
SEC Edgar MCP, Vector DB MCP, and Text-to-SQL MCP for converting natural language into optimized financial queries
Key Outcomes
Research Quality
Multi-source synthesis provides comprehensive, accurate financial intelligence
Time Savings
Complex research queries that took analysts hours now completed in minutes
Scale
Handles queries requiring analysis of thousands of documents and data points
Accuracy
Text-to-SQL system with high query generation accuracy for complex financial questions