Connor Group transforms SEC research with Numero's natural language search

The Challenge:

Connor Group's research team faced significant obstacles when conducting SEC filing research using traditional tools. The primary challenge emerged when investigating unique scenarios without standard terminology or exploring unfamiliar topics where standard disclosure language wasn't well-known.

Existing search tools relied heavily on keyword and fuzzy search capabilities, which proved inadequate for complex research needs. The limitation became particularly pronounced when trying to aggregate multiple search criteria—traditional "and" or "not" operators often made finding the right keyword combinations more difficult rather than easier. Additionally, these tools could only apply multiple criteria within the same paragraph, severely restricting the scope and effectiveness of comprehensive research.

This created a fundamental problem: researchers were often unable to identify appropriate search criteria for nuanced scenarios, potentially missing critical filings or spending excessive time manually reviewing irrelevant documents. 

The Solution:

Numero's SEC research feature revolutionized Connor Group's approach through its advanced natural language search capabilities. Instead of hunting for specific keywords, the team could now describe their fact patterns in plain English and ask Numero to find similar filings across the SEC database.

The platform's AI-powered search engine understands context and meaning rather than just matching text strings, enabling researchers to conduct holistic searches. When Numero returns potentially relevant filings, users can review specific facts to ensure alignment with their scenarios and ask clarifying questions in real-time—all without needing to scroll through pages of dense regulatory documents.

Numero maintained the filtering functionality that researchers relied on—such as filtering by auditor—ensuring no sacrifice in core capabilities while adding powerful new search methods. The platform also provides direct links to source documents, streamlining the verification process. 

The Result:

Connor Group's research team now operates with increased confidence in their results, knowing that findings aren't skewed by terminology mismatches between their searches and actual disclosure language. The natural language approach has eliminated the guesswork involved in identifying appropriate search criteria for complex scenarios.

The team uses Numero daily to identify filings with similar fact patterns, understand diversity in practice among filers, and source example disclosure language. When Numero delivers precise matches quickly, it significantly saves time and enables faster client service, though researchers still conduct thorough document review to ensure complete alignment with their specific fact patterns.

Most importantly, the platform enables real-time, interactive research sessions where follow-up searches can be performed on documents without manual navigation, fundamentally changing how Connor Group delivers value to clients through more comprehensive and efficient SEC research capabilities.

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