A leading credit rating firm that evaluates the financial strength and creditworthiness of public and private companies. Each year, the firm reviews over ten thousand credit reports 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.
60–80% analyst time saved per report
Turnaround time reduced from 1.5 days to under an hour
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Consistent and accurate capture of key disclosures
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95%+ traceability for extracted figures and risk information
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Needl.ai incorporated over 100 feedback points from our analyst team delivering exactly what we need - standardized reports. They recognizedthat a one-size fits-all approach wouldn't work for credit analysis. This collaborative approach gave us confidence that they can support our long-term automation goals.