An in-depth look at FP&A-related topics that are developed via interviews with finance professionals. Presented as quarterly case studies with practical applications and tools to help you make informed decisions about key FP&A methods.
AFP Video Guide to Building an AI Agent
How AI Agents Transform Competitor Analysis
Market research is one of the most time-consuming tasks for finance and strategy teams. Traditionally, analyzing a competitor requires combing through filings, earnings calls, and industry reports—often hours of effort. This video demonstrates how AI agents can transform that process. Unlike standard chatbots, AI agents don’t just answer single prompts. You can assign them a goal—such as “Summarize Verizon and AT&T’s earnings, compare to the telecom industry, and provide a SWOT analysis”—and they autonomously complete multi-step workflows. In minutes, they collect data, analyze it, and generate summaries, visualizations, and reports. The example shows competitor analysis reduced from three hours to under 30 minutes, with accurate data and sources ready for executive review.
Key Takeaways:
- Cut research time from hours to minutes with AI agents that automate analysis.
- See how AI agents handle competitor research and industry comparisons.
- Automate data collection, SWOT analysis, and reporting with AI agents.
- Discover the difference between AI chatbots and autonomous AI agents.
- Save time on market research and focus on delivering executive-ready insights.