Running Samaya as a service, Research Tools

Samaya Agency Implementation, Automating Financial Research Delivery

Learn how to package Samaya's financial research automation into retainer services for investment firms and wealth managers. This course covers setting up firm-specific models, designing research workflows that compress analysis cycles from days to hours, and building recurring revenue through cited report generation and macro screening services.

Open the decision record for Samaya

What does running Samaya for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Vendor pricing is usage-based; no published plan prices. Budget for per-question vendor costs and internal setup labor. Client pricing is not modeled.
Time to first value
Not published
Payback
Not modeled
Guided implementation
8 hours

Is Samaya worth running as a client service?

Samaya offers a specialized, post-trained financial research agent with cited outputs and published benchmark advantages, but pricing is usage-based with no published plan tiers. Agency ROI cannot be modeled without client price, labor, overhead, and expected volume inputs; the evidence supports a managed research service for financial clients, not a white-label product.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Samaya access to filings and transcripts via its 37 finance-specific tools
  • Samaya financial search and market data tool access
  • Samaya web source retrieval for evidence gathering
  • A client research question intake process
  • A citation verification workflow for reviewing Samaya-generated reports

People and inputs

  • An analyst or research lead to configure and validate Samaya workflows
  • A structured test set of investment questions to benchmark against
  • A citation review checklist to validate granular evidence before delivery
  • A usage-tracking process because Samaya is usage-based

Included with the course

7 working documents for delivering this service.

  • Financial Research Retainer Service Menutemplate
  • Firm-Specific Model Training Checklistchecklist
  • Research Workflow Setup and Automation SOPsop
  • Client Research Question Intake Formworksheet
  • Samaya Query Cost and Margin Calculatorworksheet
  • Cited Report Quality Assurance Guideguide
  • Competitive Positioning Analysis Project Brieftemplate

Listed by name. These documents are not yet published as individual downloads.