Sell-Side Research Desk – Mid-Sized Brokerage

A mid-sized Indian brokerage firm with a 5-member research team tracked over 45 companies across Auto, Consumer, and Financial sectors. Their team managed both client relationships and heavy research output. During earnings season, pressure escalated, with multiple reports, model updates, and summaries due within 24 hours. The firm sought scalable backend support to manage volume without compromising quality. They approached AlphaEdge Insights to streamline and accelerate their earnings season workflow. The goal was to maintain speed, depth, and consistency.

Earnings season led to frequent analyst burnout due to overlapping call schedules and simultaneous publishing requirements. Financial model updates were delayed, and call summaries lacked consistency. Report quality varied due to last-minute rush. Missed timelines affected client satisfaction. There was no standardized dashboard for KPI comparison across companies. Manual work slowed decision-making and undermined the team’s credibility with institutional clients.

AlphaEdge Insights deployed a dedicated team that worked closely with each analyst to understand their workflow and expectations. We updated earnings models in real time during calls, cleaned and extracted key metrics from filings, and prepared earnings snapshots in under 12 hours. We also created templated call summaries, added management guidance commentary, and set up sector-wise KPI dashboards. Our delivery cycle aligned with their publication timeline, ensuring same-day turnarounds.

Turnaround time for earnings reports improved by 40%, helping the firm meet every deadline for two consecutive quarters. Analysts shifted focus to insights and client interaction, instead of backend tasks. The standardized reporting format improved client readability and trust. Sector heads appreciated the precision and consistency of KPI dashboards. Internal reviews showed fewer errors and greater output accuracy. Overall research productivity rose, and AlphaEdge became their preferred support partner for every earnings cycle.