Investment Banking: General Advisory

AMPLYFI assists you in delivering strategic financial advisory services across a range of domains, including capital raising, restructuring, and transaction support. With AMPLYFI, you can enhance your ability to provide insightful and impactful guidance to your clients.


Key benefits

  • Increased Billable Hours: Automation of repetitive research tasks, enabling more time for customer acquisition and handling multiple projects.
  • More Sales Opportunities: Early identification of advisory triggers in key accounts through market monitoring and custom signals, offering a competitive edge over rivals.

Example Use Case

A financial advisory team supporting a Southeast Asian super-app’s $3B IPO required quick insights and ongoing intelligence. AMPLYFI enabled the team to provide robust market intelligence, ensuring effective client advisory.


General Advisory: Overview


Best Practices: General Advisory

Define Clear Advisory Signals
  • Be clear about your Ideal Customer Persona and what signals demonstration their needs, challenges, interests and strategies
  • This should be reflected in your setup of Intelligence Feeds
Use Triple A Analysis of Companies
  • A1: Announced - what do the official channels (annual reports, earnings calls, press releases, leadership statements, official social media channels) say the organisation is, will or has done.
  • A2: About - what do unofficial channels (analysts, news, customers, investors, regulators) report about these actions, statuses and plans
  • A3: Affecting - what is being said about the topics (technologies, regulations, locations, resources) related to these themes

Deloitte: Centre for Research Excellence (Case Study)

Overview

The Deloitte Research team uses AMPLYFI’s AI to significantly reduce the time required to generate insights—from days to hours—for ad-hoc executive briefings and routine research tasks.

Context

The research team handles:

  • Thousands of individual insight requests yearly.
  • Topics including critical accounts, competitors, regulations, and innovation.
  • Deadlines ranging from "as soon as possible" to a month.

Approach

AMPLYFI provided:

  1. AI-powered software for robust content harvesting.
  2. Machine learning-powered filters for precise analysis.
  3. Continuously updated insight feeds tailored to the team's topics of interest.

Key Results

  1. Harvested hundreds of thousands of documents.
  2. Generated thousands of unique signals from the content.
  3. Summarized findings into hundreds of automated insights and reports.

"The integration of AMPLYFI’s AI-powered market intelligence platform has supercharged our team’s workstreams, enhancing the quality of our outputs in shorter timeframes."

- Team Lead, Research & Insights