Filot at Unbundled & Uncovered London

Filot exhibited at Unbundled & Uncovered London 2025, hosted by Substantive Research at the Institute of Directors on Pall Mall. The conference is the industry's leading forum on the transformation of investment research, bringing together over 400 professionals from across the buy-side, sell-side, and research technology landscape.

The Event

Organized by Substantive Research, Unbundled & Uncovered features 40+ speakers across six panel discussions covering the forces reshaping how investment research is produced, distributed, and consumed: AI adoption in research workflows, regulatory alignment on research funding across Europe and North America, IP implications of LLM-based research ingestion, and the evolving role of corporate access. Panelists and attendees included executives from BlackRock, Goldman Sachs, HSBC, UBS, and leading fintech vendors.

What We Showed

At our table, Filot demonstrated how we're helping leading equity research teams and buy-side funds build and update financial models in Excel faster and more accurately than ever before. The demos focused on live model updates from earnings releases, automated coverage initiations, and the Style Guides system that lets Filot replicate a firm's exact modeling methodology across every deliverable.

For a community navigating tightening research budgets and growing coverage demands, the response was clear: AI that operates inside existing Excel workflows, preserves institutional formatting standards, and produces auditable outputs isn't a nice-to-have. It's the path forward.

Why This Conference Matters

Unbundled & Uncovered sits at the intersection of research economics and research technology. The firms in the room aren't evaluating AI as a concept. They're evaluating which platforms meet the bar for institutional deployment. Post-MiFID II unbundling forced the industry to confront the true cost of research production, and conferences like this are where the next generation of research infrastructure gets vetted.

"When directors of research at European asset managers and sell-side desks tell you they need exactly what you've built, you know the product has crossed a threshold." — Bjorn Birkelund, Co-Founder of Filot