Davidson & Co LLP’s success story with Avantis AI: faster SEC & SEDAR research, smarter insights, and enhanced regulatory intelligence.
In the world of public accounting, precision isn't just a goal, it's the foundation. Davidson LLP, a leader in the field, found itself at a crossroads where its team's ambition was outpacing its legacy research tools. The digital landscape of regulatory filings was evolving rapidly, but their system struggled to keep up, creating a gap between their high standards and the platform's capabilities.
The firm needed a forward-thinking partner who understood that research is not static; it’s a dynamic, creative process. They faced several critical bottlenecks:
· Navigating a Labyrinth of Filings: Sourcing accurate, real-time data from both Canadian (SEDAR+) and U.S. (SEC) securities databases was becoming increasingly cumbersome.
· The Spreadsheet Struggle: Teams were losing valuable hours to the painstaking process of manually verifying incorrect data on critical spreadsheets for tracking audit fees and auditor changes.
· Meeting Modern Security Mandates: Any new solution had to clear a high bar for internal security, requiring seamless SSO integration and verified SOC2 compliance.
· Fulfilling Complex Client Needs: Standard tools couldn't support the unique, investigative queries that are a hallmark of Davidson’s proactive client service culture.
Davidson LLP chose Avantis AI, seeing not just a powerful platform, but a partner fluent in the language of innovation and collaboration. Championed internally by a forward-thinking leadership team, the relationship was built on a shared commitment to excellence from day one.
Avantis deployed a multi-faceted solution designed to feel like a natural extension of Davidson's own expert teams.
o Intelligent Search & Data Modules: Advanced tools provided instant access to SEDAR+/SEC filings, while the dedicated Audit Fees and Auditor Changes (AF/AC) module turned a manual chore into a reliable insight engine.
o Collaborative Innovation: In response to a specific need for exportable CEO/CFO data, Avantis delivered a custom-tailored report to the Davidson team. This responsive action not only resolved an immediate challenge but also initiated the development of a permanent platform feature, demonstrating a partnership where client feedback directly shapes the product's evolution.
o Cross-Border Fluidity: Integrated dual-jurisdiction search functionality empowered teams to move seamlessly between Canadian and U.S. research.
o Enterprise-Grade Security: A "white-glove" implementation of Single Sign-On (SSO) and the delivery of SOC2 Type II documentation met their strictest compliance protocols.
The onboarding was a collaborative symphony. Avantis worked in lockstep with Davidson’s IT and security stakeholders to ensure every piece fell perfectly into place. This included recreating vital legacy workflows within the new system, lifting the initial company search limits to unlock a panoramic view of the market, and rapidly responding to custom data requests for specialized projects, such as analyzing PDAC exhibitors. Every step was a dialogue, ensuring the final solution was not just implemented, but truly integrated.
The impact was immediate and profound, replacing friction with flow and delivering a clear return on investment in the form of efficiency and deeper insights.
· Injecting Hyper-Efficiency: Workflows that once took hours, like spreadsheet creation and executive searches, were now completed in minutes.
· From Data to Decisions, Faster: With real-time, verified information at their fingertips, teams could operate with a higher degree of confidence and accuracy.
· A Partnership in Practice: The responsive support for ad-hoc queries cemented the relationship, proving Avantis was invested in their specific outcomes.
· Fort Knox Security: The seamless SSO integration and SOC2 compliance provided total peace of mind for Davidson's IT and leadership teams.
These results were more than operational upgrades; they represented a fundamental alignment of technology with Davidson’s core values of diligence and innovation.
In a world where data is the new currency, the tools used to harness it make all the difference. Davidson LLP’s story is a testament to how a strategic technology partnership can help unlock even more of a firm’s potential. They sought a platform that could match their ambition and found a partner dedicated to their pursuit of excellence.
· A scalable, secure, and auditable platform built for the demands of today.
· Unmatched AI-driven insights that transform raw data into a competitive advantage.
· A true partnership built on mutual respect, shared goals, and the highest expectations.
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