Genie Accelerator
zeb Capital Markets Research Genie.
Capital Markets Research Genie, accelerated.
A pre-built Genie space for buy-side and sell-side research certified Metric Views for portfolio, performance, risk, exposure, and benchmark, paired with Unity Catalog Business Semantics and pre-loaded Agent Metadata. zeb collapses the 6–9 month semantic-layer build that typically blocks Genie adoption in capital markets into a 4–6 week deployment delivering IC-grade answers in seconds.
Capital Markets Research Genie
Use case alignment
From self-serve insight to autonomous research to live scenario modelling three workflows where Genie collapses the distance between a question and a decision on governed market data.
Self-serve insight
Conversational analytics
Portfolio managers and analysts ask questions in plain English Genie translates intent into governed SQL against curated market data and returns charts, tables, and summaries in seconds without a BI ticket.
Autonomous research
AI research agents
Autonomous agents triangulate filings, earnings transcripts, and broker notes surfacing thesis evidence and counter-arguments with traceable citations, delivering analyst-grade research at multiplied throughput.
Live scenario modelling
What-if forecasting
Scenario modelling on live portfolio holdings shock rates, FX, sector exposure, or geopolitical events and see projected P&L, drawdown, and risk decomposition in real time.
Services being activated
The Databricks platform stack zeb is wiring into the Capital Markets Research Genie each layer chosen to make natural-language access to governed market data fast, safe, and production-grade.
Unity Catalog
Single governance plane across data and AI assets lineage, access, and audit unified for every Genie query.
Genie
Natural-language analytics layer business users self-serve answers from governed data without writing SQL.
Agent Bricks
Production-grade agent runtime build, evaluate, and ship AI agents directly on the lakehouse.
Databricks SQL
High-performance serverless analytics warehouse powering sub-second responses to Genie’s natural-language queries.
Built for
Research teams where analyst bandwidth not data is the binding constraint on decision speed.
Asset managers
Mutual funds, ETFs, and multi-strategy firms running active and passive mandates at scale.
Hedge funds
Long/short, macro, quant, and event-driven desks that need fast signal-to-decision on sparse information.
Wealth managers
RIAs, family offices, and private banks managing high-net-worth client portfolios.
Insurance investment teams
Liability-driven and surplus portfolios at life, P&C, and reinsurance carriers.
Sell-side research desks
Equity, fixed income, and credit research at investment banks and broker-dealers.
Bottom Line for Databricks Field Teams