BlueMatrix, a global provider of capital markets content publishing technology backed by Thoma Bravo, has announced a strategic partnership with Perplexity to introduce AI-enabled research and discovery capabilities for institutional investors. This collaboration aims to empower buy-side professionals to query entitled broker research alongside real-time financial data, earnings transcripts, and advanced research tools, while ensuring compliance with the strict governance and entitlement controls essential in regulated financial environments.
Through this integration, Perplexity’s AI-powered research capabilities will function within BlueMatrix’s entitlement-aware framework, safeguarding data ownership, attribution, and access rights. The companies emphasized that this approach facilitates AI-assisted workflows without disrupting existing compliance structures, addressing a significant concern for financial institutions eager to adopt generative AI while maintaining regulatory confidence.
Patricia Horotan, CEO of BlueMatrix, highlighted that the partnership illustrates the company’s commitment to responsible AI adoption in capital markets. “At BlueMatrix, our priority is to help clients benefit from AI while preserving attributions, control, and flexibility. This new partnership with Perplexity delivers AI-assisted discovery to investors and researchers, alongside Perplexity’s suite of accuracy-driven research tools,” she stated. Her remarks underscore BlueMatrix’s position as a neutral platform that prioritizes publisher rights and client trust.
From Perplexity’s perspective, this partnership extends AI-powered search capabilities into one of the most highly regulated and data-sensitive sectors. Dmitry Shevelenko, Chief Business Officer at Perplexity, commented, “BlueMatrix is a clear leader in capital markets technology, and we’re excited to align AI innovation with the strict governance standards financial institutions and researchers require. This partnership demonstrates how AI-powered search can enhance access to entitled research content, helping investment professionals move from question to insight and insight to decisions faster.”
The collaboration will initially launch with a pilot phase involving early-adopter firms. During this stage, participants will explore AI-assisted workflows for use cases such as issuer monitoring, post-earnings analysis, and thematic research. Feedback from these firms will be instrumental in refining future product enhancements and determining how AI can be most effectively integrated into institutional research processes.
As both buy-side and sell-side firms increasingly look to AI to expedite insight generation, the BlueMatrix-Perplexity partnership exemplifies a growing trend of merging advanced AI capabilities with robust governance frameworks. This development enables innovation without sacrificing compliance or control, reflecting the evolving landscape of financial technology.
For more information on BlueMatrix, visit BlueMatrix. To learn more about Perplexity, check out Perplexity. For insights on capital markets technology, refer to Thoma Bravo.
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