BlueMatrix, a global provider of capital markets content publishing technology backed by a private investment firm, has announced a strategic partnership with Perplexity to introduce Al-enabled research and discovery tools for institutional investors.
The collaboration will allow buy-side professionals to query entitled broker research alongside real-time financial data, earnings transcripts and advanced research tools. All access will operate within strict governance, compliance and entitlement controls required in regulated financial environments.
Under the partnership, Perplexity’s Al-powered research capabilities will be embedded within BlueMatrix’s entitlement-aware framework. This ensures that data ownership, attribution and access rights remain fully protected. The companies said this approach enables Al-assisted workflows without disrupting existing compliance structures, addressing a key concern for financial institutions adopting generative Al.
Patricia Horotan, CEO of BlueMatrix, said the partnership reflects the company’s focus on responsible Al adoption in capital markets. “At BlueMatrix, our priority is to help clients benefit from Al while preserving attributions, control, and flexibility. This new partnership with Perplexity delivers Al-assisted discovery to investors and researchers, alongside Perplexity’s suite of accuracy-driven research tools. For research providers, it offers a new way to ensure that their insights reach clients at the moment of decision. without compromising the governance and data-first, model-neutral strategy they expect from BlueMatrix.”
From Perplexity’s side, the partnership marks an expansion of Al-powered search into a highly regulated and data-sensitive sector. Dmitry Shevelenko, Chief Business Officer at Perplexity, said, “BlueMatrix is a clear leader in capital markets technology, and we’re excited to align Al innovation with the strict governance standards financial institutions and researchers require. This partnership demonstrates how Al-powered search can enhance access to entitled research content, and help investment professionals move from question to insight and insight to decisions faster.”
The collaboration will begin with an initial pilot phase involving early-adopter firms. During this phase, participants will test Al-assisted workflows for issuer monitoring, post-earnings analysis and thematic research. Feedback from these firms will guide future product enhancements and deeper integration into institutional research processes.
As buy-side and sell-side firms increasingly turn to Al to speed up insight generation, the partnership highlights a growing focus on combining advanced Al capabilities with strong governance frameworks, enabling innovation without compromising compliance or control.
Also read: Viksit Workforce for a Viksit Bharat
Do Follow: The Mainstream formerly known as CIO News LinkedIn Account | The Mainstream formerly known as CIO News Facebook | The Mainstream formerly known as CIO News Youtube | The Mainstream formerly known as CIO News Twitter
About us:
The Mainstream is a premier platform delivering the latest updates and informed perspectives across the technology business and cyber landscape. Built on research-driven, thought leadership and original intellectual property, The Mainstream also curates summits & conferences that convene decision makers to explore how technology reshapes industries and leadership. With a growing presence in India and globally across the Middle East, Africa, ASEAN, the USA, the UK and Australia, The Mainstream carries a vision to bring the latest happenings and insights to 8.2 billion people and to place technology at the centre of conversation for leaders navigating the future.
