What happens when you power investment research with Tavily? Five workstreams kick off in parallel, pulling info and sources from across the web (see the video).

When done, the findings come together in a meeting-ready brief, opening with an executive summary, then grouping results across policy, consensus, and disagreements.

Financial agents can use Tavily to safely: ➤ Surface filings, news, and earnings calls in real time ➤ Research thousands of companies at scale ➤ Generate grounded reports with source citations

See how your team can use Tavily for investment research; KYC, AML, and compliance; and risk management: https://hubs.li/Q04tvkm30

Financial Services

Source: https://www.tavily.com/solutions/financial-services?utm_content=384517741&utm_medium=social&utm_source=twitter&hss_channel=tw-1716430063191621633 /financial services

Production web retrieval for financial AI agents

Ground AI agents in real-time web context with the accuracy, speed, and controls regulated teams need.

Build research agents that retrieve filings, earnings calls, market news, and company disclosures in real-time. Analysts spend less time gathering information and more time making investment decisions.

• Surface filings, news, and earnings calls in real time
• Research thousands of companies at scale
• Generate grounded reports with source citations

$100M+

Projected business impact across risk & compliance

Automate risk research across a 200M-merchant network

When a merchant is flagged, an internal AI agent retrieves real-time web context for risk analysts, replacing manual case-by-case investigations.

15 min vs 7 days

Time to produce investment research reports

Automating portfolio research for due diligence

When analysts need due diligence or portfolio research, an internal agent pulls from 70+ web sources via Tavily and delivers reports in 15 minutes, work that previously took 7 days.

100s

Of investigators using AI for AML case work

Powering adverse media monitoring and KYC investigations

When investigators conduct KYC reviews or adverse media research, an internal AI agent retrieves entity intelligence and web context, helping identify suspicious activity faster.

accuracy### Trusted Results

Deliver accurate, grounded context from trusted web sources. Ranked #1 on SealQA, helping financial agents retrieve the right information for high-stakes workflows.

latency### Low Latency

<180ms retrieval latency with top benchmark performance on SimpleQA and SealQA, keeping agent workflows fast without sacrificing retrieval quality.

context quality### Higher-quality context, lower token cost

Return more relevant context with fewer unnecessary tokens, reducing inference costs while improving downstream reasoning.

security### Built for regulated environments

Enterprise security features including prompt injection protection, PII filtering, harmful content filtering, Zero Data Retention, SOC 2 Type II, and ISO 27001.

scale### Production-ready at enterprise scale

Run production AI with high-throughput retrieval, enterprise reliability, 99.99% uptime, and infrastructure powered by Nebius.

interoperability### Integrates with your AI stack

Works with any model, orchestration framework, or deployment environment, from AWS and Databricks to Snowflake, IBM, and your own enterprise infrastructure.

/security

Trusted in production. Proven at scale.

Certified, audited, and zero-retention by default.

Web retrieval gives financial AI agents secure, real time access to trusted sources: SEC filings, earnings calls, market news, disclosures, regulatory updates, and adverse media. Instead of relying on static training data, agents retrieve fresh, source backed context they can reason over and cite, the same way an analyst pulls up a filing before making a call.

The information they act on like prices, filings, sanctions lists, and breaking news change by the hour, not the training cycle. An agent working off a static knowledge cutoff can miss yesterday’s regulatory update or this morning’s sanctions filing. In investment research, KYC, AML, and risk workflows, that gap becomes a missed red flag. Real time retrieval keeps the agent’s evidence current and verifiable.

An AI agent calls a web retrieval API that searches, crawls, cleans, ranks, and returns source content in a structured, machine readable format. Tavily gives agents one API for filings, earnings call transcripts, market news, disclosures, and regulatory updates, each returned with citations so the output can be traced back to its source.

By grounding responses in retrieved, source cited evidence instead of pretrained knowledge alone. Tavily is ranked number one on the SimpleQA benchmark for factual accuracy in high stakes retrieval, returning relevant web context with citations so analysts and reviewers can verify exactly where a claim came from.