Investor briefing
Project Description: AI drafts an earnings-call script from approved financial materials and summarizes selected peer calls with source references. IR and disclosure owners check figures, wording and quotations before deciding what is approved for publication.
Implementation effort
64–248staff hours total
Current workload
—staff hours / month
Net time saved
—staff hours / month
Project difficulty
Moderate
Implementation work
Agree script content and disclosure review12–40h
- Set the script structure, approved facts and questions the eight peer-call summaries should cover.
- Assign IR, finance and disclosure reviewers within the existing approval chain.
Prepare financial packs and peer transcripts12–48h
- Organize approved current and historical financial packs, previous scripts and eight readable peer transcripts.
- Check company terminology, document versions and access permissions before connecting the sources.
Configure script drafting and peer summaries16–64h
- Generate editable drafts with source references and the company's preferred terminology and voice.
- Keep version history and route drafts through the agreed review and approval handoffs.
Check figures, claims and peer quotations16–64h
- Verify script figures and substantive claims against the approved financial pack.
- Check peer summaries and quotations against transcripts; trial disclosure review and correct unsupported statements.
Pilot an earnings cycle and train reviewers8–32h
- Run one quarterly cycle with the script and eight peer summaries, recording corrections and review time.
- Train preparers and reviewers; document escalation and who retains publication authority.
Ongoing work
Maintain sources, templates and review checks24–96h / yr
- Refresh terminology, source connections and templates; rerun figure, quotation and approval checks after changes.
- Maintain reviewer guidance and resolve failures. Drafting and disclosure review during each earnings cycle remain operating work.
Further projects
- Extend peer research to additional companies, themes or languages.
- Add an investor-inquiry drafting workflow with its own source and disclosure-review scope.