Nubo for a top-10 US asset manager
Building a research assistant grounded in twelve years of internal filings, with source-level citations analysts could inspect and trust.
Building a research assistant grounded in twelve years of internal filings, with source-level citations analysts could inspect and trust.
Research was a retrieval problem
Analysts had years of filings, investment memos, transcripts, and internal research at their disposal, but finding the exact passage behind an investment question could still take hours. Keyword search returned documents; it did not assemble evidence.
The requirement was therefore stricter than conversational search: every generated statement needed to be traceable to an authorized source and respect the firm's existing access controls.
Grounding every answer
We built the assistant on Nubo with hybrid retrieval, reranking, document-level entitlements, and citation checks. Responses were composed only after relevant passages cleared a confidence threshold, and low-confidence questions returned a transparent limitation instead of a plausible guess.
Evaluation used real analyst questions and scored retrieval quality separately from answer quality. That separation exposed indexing and metadata issues that a generic chatbot benchmark would have missed.
From hours to seconds
Analysts could move from a question to a cited evidence set in seconds, then open the original filing at the supporting passage. The assistant accelerated the first pass while leaving interpretation and investment judgment with the analyst.
Trust grew because the product made verification easier. In enterprise research, citations are not a presentation feature; they are the core interaction model.
