Intelligize Adds AI Solution for SEC Filing Analysis

Intelligize has launched Intelligize + AI, which adds generative artificial intelligence-driven capabilities and new search technologies to its Securities and Exchange Commission (SEC) compliance analytics and research platform.

This new rollout enables 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 more efficient 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,” Christian Berczely, CEO and CTO of Intelligize, said in a statement. “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, Intelligize said.

“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,” Berczely said.

In addition to its new features, the Intelligize+ AI platform prioritizes user-friendliness, featuring a 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.