Analyst research automation, built for a global industrial technology leader.
A global leader in industrial technology and infrastructure, with ~$68B in annual revenue, used Lyzr to replace manual, browser-by-browser analyst research with an AI agent that builds and maintains a complete, standardized analyst contact database.
A global leader in industrial technology and infrastructure.
A global technology and infrastructure company with businesses spanning digital systems, energy, mobility, and industrial solutions, serving customers across industries and markets worldwide.
Where the analyst database kept falling behind.
Analysts were researched manually, one website and one LinkedIn profile at a time, a process that couldn’t keep the database complete, current, or consistent.
Manual research, one analyst at a time
Analyst research was done one profile at a time across websites and LinkedIn, with no faster path to a complete picture.
Records went stale quickly
Even once researched, contact details didn’t stay accurate for long, and nothing kept the database current as analysts changed roles or firms.
No standard set of fields
Records were incomplete and inconsistent, missing the basic information, like title, firm, and contact details, needed to act on them.
Targeted outreach became guesswork
Without complete, consistent records, building a scalable, targeted list for event invitations was slow and unreliable.
What had to change to scale analyst research.
Speeding up the same manual process wasn’t going to close this gap. Four things had to hold at once.
Cover the sources that matter, automatically
Reach every relevant public analyst site and social profile, without a person manually opening each one.
Extract the same fields, every time
Every analyst record needed the same core details: name, title, firm, email and source, so the database could be searched, verified and acted on consistently.
Catch duplicates before they pile up
Every new record had to be checked against the existing database before being added, so the same analyst wasn’t repeatedly captured across research runs.
Stay inside a clear, safe boundary
No paywalled or login-protected sites, no CAPTCHA bypassing, and no automated outreach, only what’s publicly and legitimately available.
An agent that finds, extracts, and keeps the database up to date.
Lyzr built an agent that identifies relevant industry analysts, extracts their publicly available contact information, and inserts clean, de-duplicated records directly into the company’s own database.
From a request to a clean database record, in five layers.
A request moves through orchestration, research and extraction before a single record is ever written.
Built to stay inside a clear boundary.
Each run follows a defined set of rules and approved sources.
From browser-by-browser research to one standing database.
Before: analysts were researched manually, one at a time, across websites and LinkedIn. After: the agent runs on a schedule or on demand, and clean, structured records are ready in the database automatically.
Discovery, run automatically: scheduled or on-demand, every time.
One analyst, one browser tab, no standard fields, no refresh path.
What changed for the analyst relations team.
The same database the team always needed, now built and kept current automatically.
Built to extend to other relationship databases.
The same discovery-and-extraction pattern (find, extract, de-duplicate, write) isn’t specific to analysts. The same approach can extend to other relationship databases the team needs to build and keep current.
Got a use case in mind?
Platform, engineers and governance all in. We will map your workflow against the same four tests this one had to pass.