Intelligize® Launches Intelligize+ AI™, Transforming SEC Compliance Analytics with Advanced AI and Search Capabilities

July 15, 2024

Intelligize+ AI helps users cut through regulatory complexity, enabling them to more easily surface higher quality results than previously possible

NEW YORK – Intelligize today announced the launch of Intelligize+ AI, the next generation of its premier SEC compliance analytics and research platform. The reimagined platform includes generative artificial intelligence-driven capabilities and new search technologies that enable users to quickly and easily find, analyze, and compare documents using natural language processing.  

Intelligize+ AI offers new search technologies, including a new Expand Keywords feature to make Boolean searching even more robust with variations and high-confidence substitutes. Advanced conceptual search technology also enables users to go beyond traditional keyword searches for more intuitive discovery of the most relevant documents based on the concepts of underlying queries.

“The Intelligize platform has long been known for its incredible depth and breadth, and that remains foundational to our product,” said Christian Berczely, CEO and CTO of Intelligize. “With the rapid development of AI technologies, we saw an opportunity to empower our users to efficiently surface higher quality search results than ever before, leading to improved compliance and reduced research hours.”

The platform’s “Ask AI” feature enables users to ask questions in plain English about their search results to speed document review and pinpoint the most relevant examples. Two additional AI-driven features, “AI Compare” and “AI Summarize,” help users highlight similarities and differences between documents for faster review, and provide condensed explanations of sections within documents, reducing the time spent manually synthesizing information. Using these three features, painstaking tasks like benchmarking peer filings – critical to avoiding SEC Comment Letters – become dramatically easier.

“Ask AI represents a significant step forward in the way our users manage their compliance-related research,” said Scott Gabrielle, Senior Director of Product Management at Intelligize. “It’s comparable to first finding a certain ball of yarn amongst millions of other balls of yarn, and then easily identifying a specific, microscopic yarn fiber within that ball.”

Berczely added: “Many AI-based tools feel experimental in nature – as though they are solutions in search of problems. We developed Intelligize+ AI from the perspective that AI is a wonderful tool, but the most valuable, strategic work can only be performed by smart, qualified humans. We wanted to give our customers a solution that uses AI to help them improve the quality of their results and reclaim much of the time they had traditionally spent on research.”  

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.

The development of Intelligize+ AI was guided by the RELX Responsible AI Principles, which prioritize secure and private interaction. Intelligize’s generative AI is powered by a privately hosted model and is never shared with third parties. It leverages a complex and proprietary retrieval augmented generation (RAG) process to enhance the accuracy of responses and make sure answers are grounded in authoritative sources.

About LexisNexis Legal & Professional
LexisNexis® Legal & Professional provides legal, regulatory, and business information and analytics that help customers increase their productivity, improve decision-making, achieve better outcomes, and advance the rule of law around the world. As a digital pioneer, the company was the first to bring legal and business information online with its Lexis® and Nexis® services. LexisNexis Legal & Professional, which serves customers in more than 150 countries with 11,800 employees worldwide, is part of RELX, a global provider of information-based analytics and decision tools for professional and business customers.

About Intelligize
Intelligize® is the leading provider of best-in-class content, exclusive news collections, regulatory insights, and powerful analytical tools for compliance, transactional and financial reporting professionals. public companies, private companies, law firms, accounting and consulting firms, and other organizations stay compliant with SEC regulations, build stronger deals and agreements, and deliver value to their shareholders and clients.
Headquartered in New York City, Intelligize serves Fortune 500 companies, including Starbucks, IBM, Microsoft, Verizon and Walmart, as well as many of the top global law and accounting firms.
For more information, visit www.intelligize.com

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