How a global BPO leader automated competitor intelligence
Firstsource, a global business process leader, built an AI agent that researches, verifies and compiles competitor news into a ready-to-publish newsletter, cutting hours of manual research from every reporting cycle.
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The Highlights
- 100+ competitors tracked, without adding headcount
- 5× research threads consolidated into one newsletter
- Zero blind spots on competitor-client overlap
Firstsource, a global leader in business process management.
Firstsource is a global provider of business process services, serving healthcare, banking and financial services, and communications, media and technology clients around the world.
- Region
- Global
- Sector
- Business process management, BPO
- Annual revenue
- > $1B/year
- Employees
- >10,000+
- Clients served
- 150+ global brands, including Fortune 500 and FTSE 100 companies
- Industries served
- Healthcare, banking and financial services, communications, media and technology
Eating up marketing hours.
Tracking competitors was taking up the team’s time because they were busy checking many different sources manually, on a recurring schedule, then organizing everything that mattered into something usable.
- Manual monitoring, across many sourcesThe team had to check numerous online sources for competitor news, on a recurring schedule, with no single place to look.
- Time-consuming, every cycleOnce found, every relevant story had to be segregated, organized and drafted into something usable, a real time cost, every single cycle.
- Easy to miss what mattersPartnerships, strategic moves, product launches, merger and acquisition activity and client-facing developments could all slip through if nobody happened to catch them.
- No way to catch the most critical signalThe most business-critical case, a competitor engaging with one of the company’s own clients, had no systematic way of surfacing at all.
What a real fix had to get right.
Checking a few sources faster wasn’t the answer. Four things had to hold at once.
- Cover every relevant source, not just a fewResearch had to span breaking news, executive moves, merger and acquisition activity and strategic business developments, not just whatever a search happened to surface.
- Cut the noise automaticallyFinancial reports, stock prices and unrelated technical news had to be filtered out before anyone saw them, not sorted by a person after the fact.
- Sort every story the right wayEvery item had to land in the correct category automatically, a true partnership is not the same as a customer deal, and an award is never a deal.
- Flag what matters mostIf a competitor was engaging with one of the company’s own clients, that had to surface immediately, not get buried in a long list of headlines.
Nine agents, from research to a ready-to-publish newsletter.
Lyzr built a Competitor Intelligence agent that researches, verifies, deduplicates and formats competitor news into one newsletter, automatically.
Core Capabilities
- Multi-source researchRuns parallel research across breaking news, executive changes, merger and acquisition activity and strategic business developments
- Deduplication and filteringMerges near-identical stories, removes financial and stock-related noise, and keeps only genuinely relevant business news
- Automatic categorizationSorts every story into the right category, such as partnerships, deals, launches, executive changes, and more
- Customer mention detectionCross-checks every story against the company’s own client accounts, and flags anything where a competitor is engaging one of them
How a competitor update becomes a finished newsletter.
A request moves through research, cleanup, formatting and validation before anything is published.
Nothing gets published without being checked twice.
Every story is verified, sourced and categorized before it reaches anyone’s inbox.
- Independent verification
- Every headline is independently re-searched and confirmed before it’s included, not just trusted from the first pass.
- Source-linked, always
- Every story keeps its exact original source link, never edited, shortened or reconstructed.
- Noise filtered out
- Financial reports, stock prices and unrelated technical news are excluded automatically, before anyone reviews the newsletter.
- Strict, consistent formatting
- Every entry follows the same format, a short headline and two factual bullets, so nothing needs editing before it’s shared.
- Client-risk flagged
- Any story involving one of the company’s own clients is automatically flagged for priority review, not left to be noticed by chance.
From checking many sources to one newsletter, on demand.
Before, the team manually checked multiple sources, organized what mattered, and drafted it into something usable. After, a competitor list and a time window are all it takes to get a finished newsletter.
What changed for the team tracking competitors.
Same intelligence the team always needed, now assembled automatically.
Competitors tracked, without adding headcount
Research threads consolidated into one newsletter
Of headlines independently verified before publishing
Built to extend, not rebuild.
The same pipeline already scales from tracking a single competitor to well over a hundred, and adapts to any time window the team needs, a configuration, not a rebuild.
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.
Talk to the team