Expert Interviews, Powered by
Conversational AI
InsightAgent uses advanced conversational AI to conduct, transcribe, and analyze expert calls—so your team can focus on finding alpha.
See It In ActionHow It Works
AI Conducts the Conversation
Our voice AI engages experts naturally, asks intelligent follow-up questions, and adapts to responses in real-time—just like your best analyst would.
Real-Time Transcription & Analysis
Every word captured with financial-grade accuracy. Key insights, metrics, and themes extracted automatically as the conversation happens.
Instant Deliverables
PM-ready summaries, structured data points, and searchable archives delivered within minutes of call completion.
Built for Investment Research
From hedge funds to private equity, teams use InsightAgent's conversational AI across their research workflows.
Expert Network Calls
Scale your expert call program without scaling headcount. AI handles routine calls while your team focuses on high-value conversations.
Customer Reference Checks
Conduct thorough customer diligence at scale. Consistent questions, complete capture, cross-reference analysis.
Channel Checks & Primary Research
Gather market intelligence faster. AI conducts dozens of calls in parallel, synthesizes findings automatically.
Due Diligence Interviews
Accelerate deal timelines. Comprehensive interview coverage with structured deliverables for IC presentations.
Why Conversational AI?
Basic transcription captures words. Conversational AI participates in the conversation.
| Feature | Manual Notes | Basic Transcription | InsightAgent |
|---|---|---|---|
| Full conversation capture | |||
| Analyst can focus on listening | |||
| Intelligent follow-up questions | |||
| Conducts calls autonomously | |||
| Real-time insight extraction | |||
| Cross-call pattern analysis |
Frequently Asked Questions
What is conversational AI in finance?
Conversational AI in finance refers to AI systems that can engage in natural dialogue for financial workflows—from customer service chatbots to sophisticated voice AI that conducts expert interviews. InsightAgent focuses on the latter: AI that can have substantive research conversations with industry experts.
How accurate is AI transcription for financial terminology?
Modern AI transcription achieves 95%+ accuracy for financial conversations, including industry jargon, company names, and technical terms. InsightAgent is specifically trained on financial content, handling terms like "EBITDA margins," "channel checks," and ticker symbols with high accuracy.
Can AI actually conduct expert interviews?
Yes. InsightAgent's conversational AI can conduct preliminary expert interviews autonomously—asking prepared questions, following up based on responses, and capturing complete transcripts. For high-stakes conversations, analysts can observe in real-time and intervene when needed.
Is conversational AI compliant for investment research?
InsightAgent is built for compliance. Every conversation is recorded with full audit trails, real-time alerts flag potential MNPI, and all interactions are logged for regulatory review. Many hedge funds and PE firms use InsightAgent specifically because it improves their compliance posture.
Ready to Transform Your Research?
See how conversational AI can accelerate your expert call program.
Schedule a Demo