Introducing Intelligize+ AI™: Powering Smarter SEC Compliance Research

We're excited to announce the launch of Intelligize+ AI, a major development in the life of our SEC compliance research and analytics solution. This new platform incorporates cutting-edge AI technologies and new search options to provide a more powerful and efficient research experience for our users.

At the heart of Intelligize+ AI are new AI features and search technologies. They enable you to find, analyze, and compare documents quickly. No more sifting through irrelevant results— our conceptual search technology understands your queries and surfaces the most pertinent information.

Let's take a look at the new features available in Intelligize+ AI:

Ask AI – Once you execute a search in SEC Filings (or build a matrix within Disclosure Benchmarking), you can ‘Ask AI’ a question about your search results. Ask AI helps pinpoint the most relevant examples or quickly extract one or more specific data points from multiple documents.

AI Summarize – You can leverage the AI Summarize feature to provide condensed explanations of sections within a document, reducing the amount of time you spend distilling information on your own.

AI Compare – Take advantage of AI Compare to review SEC documents quickly. You can view similarities and differences between documents in an easy-to-read list, highlighting areas where disclosure language has changed or differs in substantive ways, enabling faster review and evaluation of documents.

AI matrix integration – Use any (or all) of these features (Ask AI, AI Summarize, AI Compare) to enable faster benchmarking against peer disclosures with our four matrices (Risk Factors, MD&A, Notes to Financials, and Business). With this valuable integration, you can to find areas of similarity and differences in peer filings, reduce fatigue in reading vast volumes of text, and mitigate risk with more comprehensive and robust benchmarking.

Search intelligence – Intelligize+ AI offers new search options for intuitive discovery: Expand keywords and conceptual search. You can choose to enhance your Boolean searches with offered variations to capture more examples. Or choose to go beyond traditional keyword searches with conceptual search that surfaces the most relevant documents based on the concepts of your search terms.

In addition to its new features, the Intelligize+ AI platform prioritizes user-friendliness, featuring a sleek, modern look-and-feel that makes searching, viewing, and analyzing SEC filings more straightforward and intuitive.

Our goal in reimagining the platform was to leverage AI to improve research quality while saving you valuable time. With AI rapidly advancing, we saw an opportunity to empower our users with higher quality results than ever before. Time-consuming tasks like disclosure benchmarking become far less daunting.

While Intelligize+ AI offers powerful new AI tools, it complements and builds on our existing proven capabilities. We're not incorporating AI just to follow trends, but to augment the strategic analysis that only human expertise can provide.

Responsible AI You Can Trust

Guided by the RELX Responsible AI Principles, secure and private interaction is our very highest priority. Our generative AI is powered by a privately hosted model —never shared with third parties.

Intelligize+ AI leverages a complex and proprietary retrieval augmented generation (RAG) process to enhance the accuracy of our responses and make sure answers are heavily grounded in authoritative sources, and our responses include links to verifiable citations.

See How Intelligize+ AI Drives Better Compliance Outcomes

Discover how Intelligize+ AI can transform your SEC compliance research and analysis. Visit www.intelligize.com/ai/ to learn more about this powerful new platform.