A leading credit rating firm that evaluates the financial strength and creditworthiness of public and private companies. With over 500 professionals and 90+ analysts, the firm reviews more than 15,000 reports every year to support high-stakes financial decisions for investors, lenders, and regulators.
Analysts were finding it difficult to keep pace with the growing volume and complexity of credit reports. Manual processing of lengthy, unstructured documents under tight deadlines slowed turnaround time, created inconsistency, and limited scalability
The firm adopted Needl.ai’s Reporting Agent to automate annual report summarization and streamline credit workflows. The solution was deployed in phases to cover both public and private company analysis, with secure integration into the firm’s private cloud.
The Reporting Agent enabled faster and more consistent credit evaluations, improved analyst productivity, and ensured higher confidence in credit decisions.
Processing time for articles was significantly reduced by half (or more in some cases), freeing up analyst time.
Needl.ai generated articles were rated equal to or superior in quality to manual versions in 80% of cases. AI-generated articles adhered strictly to the customer’s style guide, reducing errors and inconsistencies.
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The AI system demonstrated the ability to handle increasing bulletin volumes without a proportional increase in manual workload.
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Working with Needl.ai has been incredibly insightful - we achieved 100% accuracy on simple cases and made significant progress on complex scenarios with an overall accuracy of 77%. The partnership demonstrated clear potential for automating our bulletin generation and communication processes to merchants. Looking forward to exploring more AI-driven solutions with the Needl.ai team!