Generate Market Research for Customer Financial reports with Amazon Quick Research
This document describes how Finance and Sales Operations teams can use Amazon Quick Research to efficiently analyze public financial reports to enable quarterly target setting and strategic account planning.
In today's competitive enterprise landscape, understanding the financial health of your customers is critical to effective sales planning, quarterly target setting, and strategic account management. Yet the reality for most Finance and Sales Operations teams is the same: too many accounts, too little time, and a mountain of earnings calls, SEC filings, and investor presentations to work through manually. The result is either shallow research that misses key signals or hours of analyst time spent on work that should take minutes.
Amazon Quick is an enterprise platform that brings together powerful search, deep research, business intelligence, and workflow automation in one place. It's built for teams that need to move fast and make smarter decisions without sacrificing depth or accuracy. At the heart of Quick's research capability is Quick Research , a research agent that goes far beyond keyword search. Quick Research conducts multi-source investigations, connects scattered evidence across documents, and delivers professional, exportable long form reports with structured analysis that used to take skilled analyst days to produce.
Market Research using customer financial reports is designed for Finance and Sales Operations teams across all industries and segments. Quick Research will access and analyze public financial documents including 10-K and 10-Q SEC filings, quarterly earnings reports, investor presentations, and analyst coverage and enable teams move from manual research to AI-assisted intelligence gathering in a fraction of the time. The research result is a consistent, repeatable process for identifying economic pressures, growth opportunities, and strategic priorities that directly enable target setting and account planning.
Prerequisites
Before running this use case with Quick Research, ensure the following are in place:
- Amazon Quick installed and accessible in your organization
- At minimum, a Professional user license (required for performing research)
- Web Search enabled as a connected data source within Quick Research (required to retrieve public financial documents and SEC filings)
Solution Detail
The use case utilizes Quick Research to conduct financial due diligence on a portfolio of enterprise customer accounts. For AnyCompany . Here's how it works end-to-end:
Step 1 - Go to Amazon Quick -> Research -> New Research
Step 2 - Initiate New Research
Quick Research offers two modes of Research -
- Fast Mode completes research in approximately 4-7 minutes and delivers concise, summarized findings
- Deep Mode provides exhaustive analysis with more detailed insights in approximately 20-30 minutes
For performing the market research , we will use Fast Mode feature of Quick Research.
Step 3 - Define Your Research Objective
Research customer financial health to inform quarterly target settings. For the specified list of enterprise customers:
(1) Access and analyze the most recent earnings reports (past 4 quarters), SEC filings (latest 10-K and 10-Q), investor presentations, and analyst coverage
(2) Extract key financial metrics: revenue growth rates, operating margins, free cash flow trends, and capital allocation priorities
(3) Identify economic pressures and growth opportunities
(4) Summarize findings per account with implications for target setting
Step 4 - Define Research Materials
- Enable Web Search
Enable Quick Research to use web search to retrieve publicly available financial information.
- Add Preferred websites
Add the following information to the Preferred website.
SEC Filings: Latest 10-K (annual) and 10-Q (quarterly) reports
Earnings Reports: Transcripts and summaries from the past four quarters
Investor Presentations: Slide decks and supplemental materials from investor days
Analyst Reports: Third-party coverage and consensus estimates
- Add any websites to avoid eg social media.
Step 5 - Additional Information
You can also add files or assets already available in Quick for additional information.
Step 6 - Review the Research Plan and Revise
Review the Research Plan before you submit and revise if required with specific prompts. Click on Review Plan
Step 7 - Review the Plan and add clarifications or further prompts in the right hand bar for revision
eg - Focus on the Q2 forecasted revenue vs target
Click on Revise Plan
Step 8 - Start Research
The updated plan is now ready for research. Note that the Q2 2026 Revenue Forecast analysis has been added based on the revision
Click on Start Researching.
Step 9 - Alert on Research Completion
Quick will pop a message to show Research progress and send email when Research is completed.
Step 10 - Summarize and Share
On Completion, review Detailed Research and provide comments for revision if needed . You can summarize the research and download/ share with team members.
Conclusion
Amazon Quick Research transforms the traditionally manual, time-intensive process of financial analysis into a streamlined, AI-assisted workflow enabling Finance and Sales Operations teams to extract meaningful signals from earnings calls, SEC filings, and investor presentations in minutes rather than days. It delivers professional, structured reports that surface actionable insights on customer financial health, economic pressures, and growth opportunities with consistency and depth through a beginner-friendly, repeatable process that empowers account managers and analysts to make smarter, data-driven decisions at scale without requiring deep financial expertise.
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