Sales & ResearchAssociations & Publishers
Market research. Sourced, not summarized.
Monitors filings, earnings transcripts, trade press, and member survey data, then turns them into a sourced competitive or market brief — every data point cited to the original document. Built for research teams and publishers producing recurring market reports on a fixed cycle.
10 cited fields per brief. Built on Sphere AI Foundry.
market_intel — brief #Q3-Payments-14LIVE
00:00Scan → 6 competitor 10-Qs, 4 earnings transcriptsread
00:06Extract → competitor A: +12% segment revenue, citedpassed
00:10Trend check → pricing claim only in 1 of 3 sourcesflagged
00:14Cross-reference → member survey confirms adoption trendpassed
00:16Draft brief → 10 fields, 1 finding needs analyst reviewsealed
research time 4mfields cited 10/10analyst review required
Built on Sphere AI Foundry·200+ sources monitored per brief cycle·21 years, 300+ clients
Manual research doesn't scale with report volume
A single market or competitive brief means an analyst reading through regulatory filings, earnings transcripts, trade press, and member survey data, then hand-assembling the numbers and quotes that support each claim. At one report a quarter that's manageable. At a recurring publishing calendar across multiple beats, research becomes the largest single cost in the report cycle — and the part most likely to slip the deadline.
35%→15%
of report cycle spent on research, before and after
4 days
faster turnaround per report cycle
10
fields extracted & cited per brief
Question in, sourced brief out
Four steps, every one logged and citable back to the source document.
01
Monitor
Watches the sources your beat actually runs on
SEC and regulatory filings, earnings call transcripts, press releases, trade and industry press, and your own member survey data — pulled on a schedule, not a one-time upload.
Source scan
Payments sector — Q3 competitive scan
02
Extract & cross-reference
Every claim checked against more than one source
Revenue figures, pricing moves, product launches, and stated strategy are extracted from primary sources, then cross-referenced against independent coverage before a trend claim is allowed into the brief.
Example query
"Is the reported price increase corroborated outside the press release?"
03
Cite every finding
No finding without a citation
Each data point, quote, or trend claim links back to the exact filing, transcript timestamp, or article it came from — the citation travels with the finding, not as a separate footnote lookup.
Cited finding
Competitor A's payments segment revenue grew 12% year-over-year.
cited to 10-Q, Segment Reporting, p.6104
Draft & route
One structured brief, one analyst review
The agent returns a structured brief with sourced findings, flagged single-source claims, and a consolidated citation list, ready for analyst review before it enters the report.
Draft status
Sourced ✓Needs reviewSingle-sourced
10 fields, every one cited
What the agent produces for every brief it drafts.
Executive summary & key trends
Competitor financial highlights
Product & pricing moves
Earnings call thematic quotes
Market share & segment estimates
Regulatory & policy developments
Member/industry survey findings
Single-source claim flags
Consolidated source & citation list
Editorial-ready brief draft
Typical inputs
What the agent reads, and what it connects to.
Documents
- SEC filings and regulatory disclosures (10-K, 10-Q, 8-K)
- Earnings call transcripts and investor presentations
- Trade press, industry newsletters, and press releases
- Member or subscriber survey data and prior briefs
- Analyst notes and conference session recaps
Systems
- Research repository or knowledge base
- News and filings monitoring feeds
- CMS or editorial workflow tool
- Member or subscriber database
Is this the right fit?
Built for a recurring publishing calendar — not a one-off search.
✓ Works best for
- Research teams and publishers producing reports on a recurring cycle
- Associations tracking a defined set of competitors or member segments
- Teams wanting every figure and quote traceable to a source
Too small for
- A single ad hoc question an analyst can answer faster with one search
- Replacing analyst interpretation or editorial judgment
- Forward-looking forecasts with no source documents to cite
Grounded in the source, not a black box
Compliance-first, the same standard every Sphere agent is held to.
The agent flags any claim it cannot corroborate across at least two independent sources rather than presenting it as settled fact, and every brief sits between initial research and analyst sign-off — never past it. An analyst confirms every finding before it enters a published report or member briefing.
Findings distinguish primary-source data from press commentary at every step — see how the same sourcing discipline applies across regulated and public-facing research in Governed AI for Banks and Private LLM Deployment for Banks and Financial Institutions.
Prerequisites defined beat
A defined competitor set or research beat and source list confirmed before the first brief cycle runs.
Human review required
An analyst confirms every brief before it enters a published report or member briefing — never fully autonomous.
Regulatory grounding source-verified
Every figure and quote is checked against the original filing, transcript, or article before it's included.
Foundation Sphere AI Foundry
Access controls and audit trail configured here carry forward to every other agent you deploy.
Frequently asked
Does the Market & Competitive Intelligence Agent replace the research analyst?
No. It replaces the manual first pass of research — pulling filings, transcripts, and articles and drafting a sourced summary. An analyst still reviews the brief, adds interpretation, and decides what goes in the final report.
What sources does the agent monitor?
SEC and regulatory filings, earnings call transcripts, press releases, trade and industry press, association and member survey data, and any research repository or news feed you point it at. Additional sources can be added during onboarding.
How does it integrate with our existing research and publishing workflow?
It reads directly from your research repository, CMS, or subscription intelligence feeds and can write drafts into your editorial workflow tool — no separate export-and-reformat step required. Integration scope is confirmed during deployment planning.
Is every finding from the agent traceable to a source document?
Yes. Every data point, quote, and trend claim cites the specific filing, transcript, or article it came from — there is no finding without a citation back to the original source.
How is this different from a generic AI research summarizer?
It is built specifically around a competitive and market intelligence brief structure and the 10 fields a research or publishing workflow needs, not a general-purpose chatbot summary. It runs on Sphere AI Foundry, so the access controls and audit trail configured here carry forward to other agents you deploy.
Start here
See it on your own beat
Bring your current research beat and three real source documents to the demo. We'll show the brief output live — sourced findings, flags, and the citation list, on your own material.
Looking for a different workflow? Browse the full Agent Catalog.
Talk to a solutions architect
Direct to a senior architect — never a sales queue. Replies within one business day.
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