Financial Report Insight Extractor
Accelerate research, inform account strategy, and power targeted outreach by extracting executive priorities, growth drivers, risks, and KPIs from financial filings.
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What does it mean for you?
Equips teams with a trusted, reusable summary of leadership priorities—accelerating research, informing account strategy, and powering targeted, high‑conversion outreach without manual document digging.
How it works?
Finds and ingests target companies’ latest financial filings (e.g., 10‑K, 10‑Q) from public sources online, extracts executive priorities, growth drivers, risks, and KPIs from sections like MD&A, Risk Factors, and Business Overview, outputs a structured brief with cited excerpts and metrics, and optionally converts the brief into role‑specific talk tracks and email openers with inline citations.
Overview
Sales Enablement
by cassidy
Implement it inside your company
Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
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- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
A dedicated team to drive adoption and results
Our implementation experts work hands-on with your team to make sure you see real value - fast. From setup to optimization, we’re here to help every step of the way.
We enable your teams - no IT required
We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.
