Customer stories

Model ML automates client-ready financial deliverables with Perplexity Sonar

Model ML

Founded by serial entrepreneurs and brothers Chaz and Arnie Englander, Model ML offers an AI workspace for financial services clients, including some of the world’s largest investment banks and private equity firms.

The Problem

The financial services industry is ferociously competitive, demanding consistent excellence in client outcomes and strategic insight. Yet teams remain burdened by manual, repetitive tasks — gathering data, updating spreadsheets and formatting materials across the Microsoft Office suite. These inefficiencies create operational bottlenecks and introduce avoidable risk, limiting the potential for differentiated, high-impact work.

Moreover, when speed and accuracy matter most, firms still rely on junior staff working through the night to meet morning deadlines, hindering agility precisely when it’s needed most.

The Solution

By seamlessly integrating AI with diverse internal and external data sources — e.g. private meeting notes, company filings/transcripts, financial databases and real-time web search — Model ML gives its users the tools to generate insights, perform complex analysis and automatically produce custom-formatted outputs in PowerPoint, Word, Excel and PDF.

Users can also set up time- and event-based triggers for custom workflows that run right through to the delivery of custom-format slide decks by email.

Powered by Sonar Pro & Reasoning*

Model ML relies exclusively on Perplexity Sonar to enable sophisticated, real-time web search capabilities. Sonar significantly enhances critical strategic workflows, including comprehensive market sentiment analysis, in-depth company profiles and the construction of nuanced investment theses.

With Sonar’s advanced filtering capabilities, Model ML empowers users to manage external data sourcing precisely, such as by restricting searches to trusted domains like Bloomberg News. This granular control enhances the accuracy and strategic relevance of information integrated into key business decisions and client deliverables.

*Sonar Chat Completions is now Agent API with more models, tools, and research-backed presets. Get started with our docs here.