Deriving Strategic Insights from Earnings Calls: Leveraging Human Experts, AI-Based Search, and Generative AI for Synthesis and Summarization

Earnings transcript analyses have historically been processed manually and often augmented with AI techniques for natural language processing. Advances in Generative AI open up further opportunities for insights. Instead of looking in silos, we propose an integrated methodology that leverages human expertise, AI-based search, and Gen AI to improve the speed, accuracy, and relevance of insights along with enhanced explainability of Gen AI summaries. Our proposed methodology can augment executives with insights for informed decision-making in their business environment.