Introducing Active Intelligence

AI-Powered Benchmarking for Faster, Smarter SEC Filings

Introducing Active Intelligence™ — a transformative suite of AI capabilities thoughtfully designed to drive meaningful AI innovation for organizations navigating complex regulatory landscapes. Available as a first step within DFIN ActiveDisclosure, Active Intelligence allows clients to gain efficiencies and accelerate their financial reporting, disclosures, and transaction deals.

Download Fact Sheet

As part of DFIN's ActiveDisclosure solution, Active Intelligence gives you:

Increased Efficiency

Save time with automating competitor comparisons and benchmarking your filings against industry leaders — eliminating time spent on manual research.

Improve Filing Quality

Spot differences instantly, uncover trends, and reduce risk by benchmarking drafts against industry peers for increased accuracy and compliance.

Uncover Gaps & Insights

Drill down into section-by-section analysis, revealing hidden insights or missing content — directly within ActiveDisclosure or exported to Excel.

AI Peer Analysis Screenshot with call out

Introducing AI Peer Analysis

Active Intelligence^TM Peer Analysis, embedded directly within ActiveDisclosure, delivers secure, disclosure-driven insights by comparing filings across true peer sets and equivalent SEC sections. Designed to cut through noise caused by formatting or structural differences, it helps teams identify disclosure gaps, trends, and anomalies while improving consistency and quality.

Request Demo

Announcing AI Historical Analysis

DFIN Historical Analysis compares current SEC filings against a company’s prior‑period disclosures to surface meaningful changes, inconsistencies, and emerging trends over time. By highlighting what has shifted from one filing to the next, it helps teams maintain a consistent narrative, reduce risk, and approach each filing with greater confidence.

Learn more

AI Historical Analysis Screenshot with call out

DFIN Active Intelligence

Responsibilities & Governance AI - Built to Scale with Confidence

AI capabilities, built around data, to deliver innovation you can trust, not a bolt-on feature.

Commitment to Responsible AI

Enterprise-grade security and privacy: Protects confidential draft disclosures during AI analysis
Human-in-the-loop oversight for trust: Keeps reviewers in control of all disclosure decisions
Transparent, opt-in adoption model: No AI actions without user intent or visibility
Purpose-built for regulated disclosure workflows: Designed to operate safely in regulated workflows

AI Leadership and Advisory

AI Panel on Client Advisory Board (CAB): Ensure AI features are shaped by real SEC reporting team feedback
DFIN AI Advisory Committee: Provides ongoing oversight to ensure AI quality, risk management, and regulatory alignment
Executive oversight of AI strategy and risk: Clear leadership accountability for how AI is deployed and governed across DFIN products