Jefferies modernizes equity research at scale with Databricks and agentic analytics

Jefferies built Jefferies Data Intelligence (JDI), a conversational analytics platform for equity research analysts powered by Databricks AI/BI Genie.

• •Covers ~3,500 companies globally; analysts needed faster multi-source data synthesis without requiring SQL or data engineering knowledge
• •JDI uses a LangGraph-based multi-agent architecture with tool validation, planning, parallel execution, and synthesis agents
• •Sector shorthand like "fast-casual restaurants" is automatically mapped to governed datasets via domain-specific semantic mappings
• •Multi-source corroboration across foot traffic, app usage, macroeconomic, and survey data increases investment conviction
• •Governance is enforced automatically through Databricks Unity Catalog based on user identity