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Challenges The Avantis Solution Key Features Used Implementation Process Results & Impact

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Challenges

MNP is a forward-thinking audit firm that continually seeks better ways to gather and interpret data, applying its expertise to deliver trend reports, market evaluations, and corporate insights. By leveraging advanced monitoring techniques, they enhance external audits, strengthen governance, and help clients navigate an evolving business landscape. Their commitment to identifying emerging risks and opportunities is reflected in their annual Risk Trends reports, which provide actionable insights to help organizations navigate uncertainties and seize opportunities

They faced frustrating bottlenecks in extracting critical insights from source documents, limited by the technological and data constraints of third-party software they relied on. They needed a powerful yet adaptable SEDAR and SEC search platform - one backed by a partner willing to collaborate and tailor solutions to their unique project demands.

MNP required:

Seamless Access: An SSO-enabled platform for effortless SEDAR and SEC searches without password hassles.
Real-Time Alerts: A powerful system that delivers relevant press releases instantly upon publication - whether they are already filed on SEDAR or only published in newswires, Avantis provides them.
Financial Data Access: Reliable financial and stock pricing data
Time-Saving Features: The ability to upload company lists for faster, more targeted searches.
Instant Document Viewing: Access press releases without logging in.
Precision Search: Confining searches to specific document sections, like auditors’ reports or financial statement notes, with ease.
Expert Support: A knowledgeable team committed to helping them achieve their goals.

The Avantis Solution

“Partnering with Avantis on our research goals has been a rewarding experience. They are always open to our unique input and quick to realign priorities to meet our key needs within tight timelines. Avantis’ technology and workflow features, informed by our feedback, will continue to transform the way market intelligence research is done for Canadian companies. The value of what Avantis has delivered so far has us excited about the future impact of their ongoing development efforts in this space.Avantis' onboarding demo was the best I’ve attended in a long time. It was a perfect mix of competence and expertise, addressing the exact needs of our team while being highly engaging. I have referenced it multiple times since.”

Will Pullenayegum

Senior Vice President Quality, Risk and Compliance, MNP

Key Features Used

Avantis introduced key improvements, including:

Streamlined Data Management: Importing company lists via Excel.
Expanded Market Insights: Reliable market cap and short position data.
Seamless Access: A generic viewer for search results that doesn’t require login.
Flexible Sharing: Email alerts that can be forwarded and opened by non-subscribers.
Early Access to Press Releases: Linking to and downloading releases as soon as they are published in newswires.
AI-Powered Search: AI-driven Q&A against SEDAR filings.
AI Q&A for SEC Filings for expanded regulatory intelligence.

Implementation Process

Avantis actively partnered with MNP to enhance research capabilities by:

Hosting focus groups for open discussions.
Producing custom video content for MNP’s internal library.
Launching a training program for MNP staff.
Offering ad-hoc support calls for specific research needs.
Providing guidance on data application for MNP’s presentations.

Innovations Coming in 2025

Avantis is developing new capabilities to further enhance research efficiency, including:

Targeted Document Search, allowing users to search specific sections within SEDAR filings.
Isolated Document Extraction, enabling auditors’ reports, compensation reports, contracts, and other embedded documents to be searchable as standalone files.
A Comprehensive Restatement Database, cataloging restatements by nature, reason, and other key criteria.
API Integration, providing seamless delivery of results in a client-defined format.

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“Data can quickly become overwhelming or distracting if it’s not presented in an easily digestible format. Efficiency is often found in the workflow, yet many providers have data without optimized delivery systems. Avantis stands out by offering clear explanations of their processes, listening to our specific needs for specialization, and streamlining workflows. The real value lies in knowing we can always reach out for guidance, support, or to request new features that make our workloads more manageable.”

Devon Thurlow

Senior Manager Ethics and Independence, MNP

Results & Impact

Avantis' tailored approach led to substantial improvements in MNP's overall research workflow.

Increased accuracy and reliability in MNP’s research and reporting.
Streamlined document delivery methods for greater efficiency.
Fostered innovative ideas to enhance research efficiency, both now and in the future.
Delivered unparalleled support, setting a new standard in market intelligence platforms.
Sparked excitement for the future of market intelligence research in Canada, revitalizing a field long in need of innovation.

Why Avantis AI?

The collaboration between MNP and Avantis has proven to be a game-changer, significantly enhancing MNP’s securities and market research capabilities. By integrating innovative technology and streamlining workflows, MNP has experienced dramatic improvements in efficiency and accuracy. This partnership has not only delivered tangible results but has also sparked excitement for the future of market intelligence research in Canada.

“When we migrated to Avantis, it was an immediate upgrade from our previous service. Avantis started off strong, and over time, the platform has consistently introduced enhancements that further improve usability and functionality.
The Customer Success and Support Team is incredibly responsive and knowledgeable. Whenever we need help, they go the extra mile. They book calls to guide us through challenges. They even make custom videos to explain difficult searches.”

Harvey Tan

of The Marelli Group

Key Features Used

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<p>“When we migrated to Avantis, it was an immediate upgrade from our previous service. Avantis started off strong, and over time, the platform has consistently introduced enhancements that further improve usability and functionality.<br>The Customer Success and Support Team is incredibly responsive and knowledgeable. Whenever we need help, they go the extra mile. They book calls to guide us through challenges. They even make custom videos to explain difficult searches.”</p>

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<p class="text-size-1-125rem text-color-dark">Harvey Tan</p>
<p class="tagline">of The Marelli Group</p>
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MNP’s Partnership with Avantis: Transforming Market Intelligence Research

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Challenges

The Avantis Solution

Key Features Used

Implementation Process

Innovations Coming in 2025

Results & Impact

Why Avantis AI?

Key Features Used

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