Case Study: Olympia Trust Company streamlines disclosure and AGM workflows with Avantis AI

Olympia Trust Company cuts disclosure reviews from hours to minutes with Avantis AI

Olympia Trust Company, a Calgary-based trust company, faced challenges in manually reviewing continuous disclosure filings across SEDAR+ and SEC, locating precedent documents, staying current on new disclosures, and preparing for AGMs and proxy voting. These labor-intensive processes consumed valuable team hours and risked missing critical information for their public company clients. They partnered with Avantis AI to find a solution.

Avantis AI implemented its market intelligence platform, providing Olympia with real-time access to filings, AI-powered content analysis, and advanced search and monitoring tools. The solution streamlined their entire research workflow, resulting in faster precedent discovery, real-time disclosure awareness, and smoother AGM preparation. This enabled Olympia's team to accomplish in minutes what previously took hours, freeing them to focus on higher-value client advisory work and deliver a higher level of service.

Olympia Trust Company