How TresVista Transformed Investment 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 methodology 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

"Speed, accuracy, and transparency are non-negotiable for our clients. Filot enhances all three - delivering standardized, source-traceable, and review-ready financial models faster than ever before. This partnership represents a direct investment in raising the quality bar across every engagement we deliver."

• Vishal Shah, Chief Product Officer at TresVista

"The capital markets space is evolving quickly, and TresVista is leading the way in showing how the best application of AI is specialized, auditable, and designed to fit your existing workflows - not work around them. This partnership is a great example of AI actually working at scale at the enterprise level, and we're excited to keep delivering exceptional quality and efficiency to TresVista's clients across capital markets."

• Bjorn Birkelund, Co-Founder & CEO, Filot