How TresVista Transformed Research Workflows with Filot

TresVista, one of the largest financial services outsourcing firms globally, selected Filot as its AI-powered Financial Modeling Copilot to transform how its teams handle equity research and modeling workflows. During a one-month extended pilot across six analyst teams, Filot delivered clear and measurable efficiency gains - without compromising analytical quality or governance.

The Challenge

TresVista's analysts were spending significant time on repetitive modeling tasks: building models from scratch, updating quarterly estimates, reformatting templates, and cross-referencing data across multiple sources. With a growing client base and increasing coverage demands, the team needed a way to scale output without proportionally scaling headcount.

The Solution

By integrating Filot into their workflow, TresVista analysts gained the ability to automate model creation and updates directly from earnings transcripts, filings, and other source documents. Filot operates natively inside Excel, preserving the structure, logic, and formatting their clients expect. Through a dedicated TresVista Style Guide, Filot replicates their exact modeling format with precision - ensuring every output is consistent, rigorously formatted, and ready for delivery.

Results

• 85-95% reduction in model creation times
• 50-90% reduction in update workflow times
• Six analyst teams piloted across the firm
• Consistent formatting across all deliverables via Filot's proprietary Style Guides
• Faster turnaround on deal and research delivery for clients
• Increased confidence in outputs - allowing investment professionals to focus on decision-making and value creation

"The models come out looking like a senior analyst built them. That's what made our team trust it."

• TresVista Team Lead