Case Study:
Financial Compliance for Cohen & Company

Financial services company improves efficiency in peer companies analysis and financial reporting compliance using Intelligize.


Researching in various places to locate and review language in peer company filings and statements, tracking new accounting standards, and drafting language for financial reporting is cumbersome. It involves referencing multiples sources, and requires a great deal of manual effort.


Intelligize makes it easy for Cohen & Company to benchmark output from a range of peer companies to identify market standard language and optimize disclosures and financial reporting language.

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Filters to quickly pinpoint examples of market standard language


SEC Filings


S-1s & S1/As