DATA ANALYST AI AGENT

BETTER
DATA ANALYSIS.

Accelerate data collection, analysis, and reporting - without losing control of sensitive data.

SOLUTION Data Analyst AI Agent

PILOT 6–10 weeks

DEPLOYMENT On-prem · EU Cloud

DATA SOVEREIGNTY Read-only default · Traceable sources

STATUS In Production

Sensitive data, controlled.

WHO THIS IS FOR

For teams overwhelmed with data analysis and research.

Built for teams performing 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-control requirements.

Family offices

Deal research, market analysis, company evaluation, and risk review where confidentiality matters.

Research and management teams

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

USE CASES

Research and reporting we optimise.

We deploy data analyst AI agents where they add the most value.

01
CRM enrichment
Business dataClient recordsResearch inputs
02
Reuse research across teams
Shared findingsTeam accessSource history
03
Credit & data risk
AggregationRisk signalsRisk review
04
Risk and opportunities
Early signalsMarket changesDecision support
05
Deal evaluation
Company researchMarket analysisRisk review
06
Sensitive research
Read-only by defaultTraceable sourcesControlled access
POTENTIAL IMPACT

Business results from data agents.

Less
Duplicate research

Findings are shared across the team - research done once, used many times.

Based on shipped pilots
Better
Evaluation depth

Analyst-grade outputs on your own data, sourced and explainable.

Based on shipped pilots
Earlier
Visibility of risks

Management questions answered in seconds, not after a two-day wait.

Creditreform case study
2 days → sec. Management response time (Creditreform) Case study
Read-only Default for sensitive research Architecture guarantee
CASE STUDY

Shipped on real data.

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

Management queries client data by voice.
Two-day wait cycles eliminated.

2 days → sec.
Management response time
2 modules
Voice interface and research agent
Compliant
Data modification with confirmation
The Problem

Creditreform is one of the largest credit bureaus in the EU. Client data is the foundation of its business. Management needed daily answers from the customer base - reports, selections, risk overviews. The path went through the data team: request, prioritisation, pivot table, response. Two days, if nothing else came up.

The AI Solution

brainbot built two layers: a read-only research system for CRM enrichment, and a voice- and chat-controlled management analyst on top of it. The system can work with client data and support write access, but it does not overwrite data automatically. Critical changes require confirmation. Preview, rollback, identification, and activity logging are built in.

The Result

Creditreform can now enrich CRM records and run management analysis on client data through voice and chat. The system adds analysis depth without adding staff, while keeping control over every critical change.

DATA CONTROL

Built for sensitive data analysis.

Critical data stays on premises and/or in EU cloud. No US-cloud offloading. Guardrails go into the workflow itself - every agent action requires permission, is previewable, and is reversible.

  1. 01 Read-only default for sensitive research work.
  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 on actions where needed.
  6. 06 Full activity logging of agent actions.
  7. 07 No automatic overwriting - human confirmation required.
  8. 08 EU-resident infrastructure. No US-cloud offload.
Learn more about data security
HOW IT WORKS

From assessment call to
production.

01/
Free AI assessment call

Bottlenecks reviewed, data risks checked, ROI estimated, pilot path outlined.

FREE · OUTPUT IN 1 DAY
02/
Pilot proposal

Scope, timeline, cost, success metrics, data handling, responsibilities.

FIXED SCOPE
03/
Pilot

AI agent built and tested on real work in your business. Measured against your success metrics.

6–10 WEEKS
04/
Production

AI agent moved into daily use with training, monitoring, and support.

OWNED BY YOU

LET'S FIND YOUR
FIRST WORKFLOW.

Find the data analysis workflow worth improving first. Book a free assessment call - we'll review where data analysis can be improved, what data needs protection, and what a pilot would look like.

You leave the call with
  • Clarity on the data analysis workflow with the clearest ROI
  • A concrete pilot scope - systems, timeline, cost
  • Understanding of the data security architecture
  • A realistic ROI estimate for the pilot