DATA ANALYST AI AGENT

BETTER
DATA
ANALYSIS.

Speed up data collection, analysis, and reporting - without giving up control over sensitive data.

SOLUTION Data Analyst AI Agent

PILOT 6–10 weeks

DEPLOYMENT On-Premises · EU Cloud

DATA SOVEREIGNTY No US cloud routing

STATUS Active

Sensitive data, controlled.

WHO IT'S FOR

For teams overwhelmed by data analysis and research.

Built for teams carrying out data analysis and research with sensitive business, client, or market data.

Finance and Credit Teams

Credit analysis, risk aggregation, CRM enrichment, and client data research under strict data protection requirements.

Family Offices

Deal research, market analysis, company valuation, and due diligence where confidentiality is critical.

Research and Management Teams

Internal analysis, reporting, and management questions that currently depend on manual research, spreadsheets, or data requests.

USE CASES

Research and reporting we optimize.

We deploy data analyst AI agents where they deliver the greatest value.

01
CRM Enrichment
Business DataClient RecordsResearch Inputs
02
Shared Team Research
Shared InsightsTeam AccessSource History
03
Credit & Data Risk
AggregationRisk SignalsDue Diligence
04
Risks and Opportunities
Early SignalsMarket ChangesDecision Support
05
Deal Evaluation
Company ResearchMarket AnalysisRisk Review
06
Sensitive Research
Read-Only DefaultTraceable SourcesControlled Access
POTENTIAL IMPACT

Business outcomes through data agents.

Less
Duplicate Research

Insights shared across the team - researched once, used many times.

Based on completed pilots
Higher
Quality Analysis

Analyst-grade output from your own data - traceable and explainable.

Based on completed pilots
Faster
Risk Visibility

Management questions answered in seconds, not after two days of waiting.

Creditreform case study
CASE STUDY

Running on AI agents.

Creditreform · Cluster Mainz / Kaiserslautern / Neustadt / Worms / Bad Kreuznach · Credit Agency

Management can now ask questions about client data and get answers in minutes.
The two-day wait is gone.

2 days → 20 min.
Response time for management queries
2 modules
Voice interface and research agent
Compliant
Data changes with confirmation
The Problem

Creditreform is one of the largest credit agencies in the EU. Their business runs on client data. Management needed daily answers from that database - reports, selections, risk overviews. Getting those answers meant going through the data team every time: submit a request, wait for prioritization, get a pivot table back. It took two days to get this information when nothing got in the way.

The AI Solution

brainbot built two layers. The first is a data analysis AI agent that management can query by voice or chat, directly against the client database, without involving the data team. The second handles CRM enrichment - keeping client records up to date as new information comes in. Write access is supported, but the system never changes data automatically. Every update or correction requires human confirmation before it goes through, with a full preview and activity log.

The Result

Creditreform can now enrich CRM records and run management analyses on client data by voice or chat, without adding headcount. Control over every critical change stays intact.

DATA CONTROL

Built for sensitive data analysis.

Critical data stays on-premises and/or in the EU cloud. No US cloud routing. Security mechanisms are built into the workflow.

  1. 01 Read-only access as the default for sensitive research.
  2. 02 Traceable sources for all research outputs.
  3. 03 Role- and workflow-based permissions per step.
  4. 04 Preview before any change is written.
  5. 05 Rollback for actions where needed.
  6. 06 Full activity logging of all agent actions.
  7. 07 No automatic overwriting - human confirmation required.
  8. 08 EU-resident infrastructure. No US cloud routing.
More on data security
HOW WE WORK

Four steps
to production.

01/
Free Analysis Call

We review your bottlenecks, assess data risks, estimate ROI potential, and outline a pilot plan.

RESULTS IN 1 DAY
02/
Pilot Proposal

Scope, timeline, cost, success metrics, data handling, and responsibilities - all on one page.

FIXED SCOPE
03/
Pilot

We build and test the AI agent on real workflows in your environment, measured against the success metrics from step two.

6-10 WEEKS
04/
Production

Your team takes ownership of the agent in daily operations. We handle training, monitoring, and support.

TAKE OWNERSHIP

READY TO TAKE
THE FIRST STEP?

Request a free 15-minute analysis call. We'll review your data analysis bottlenecks, estimate the ROI potential, and outline what a pilot could look like.