Caro Holdings Inc., through its subsidiary, has launched an integrated suite of AI agents designed to automate manual processes across investor relations, financial reporting, compliance, and stakeholder communications. The flagship investor chatbot marks the first deployment in a platform built to streamline how public companies manage information flow and engage stakeholders.
Caro's AI ecosystem includes specialised agents that work independently and collaboratively to automate critical business functions:
Investor Relations Agent
Provides instant, source-verified responses to investor, analyst, and media inquiries
Processes complex multi-document queries across filings, earnings releases, presentations, and regulatory submissions
Delivers personalized responses based on user type (institutional investor, retail shareholder, analyst, journalist)
Maintains conversation context for follow-up questions and detailed financial analysis
Caro is also developing additional agents that support public companies in finance, compliance, and communications, including:
Financial Reporting Automation Agent - Generates investor-ready summaries, comparative reports, and stakeholder-specific fact sheets
Regulatory Compliance Monitor - Tracks disclosure requirements, flags potential issues, and maintains audit trails
Market Intelligence Agent - Monitors competitor activity, analyst sentiment, and market signals
Stakeholder Communication Agent - Automates personalised outreach, follow-ups, and multi-channel messaging after earnings calls or key events
The platform leverages agentic AI to perform complex reasoning and decision-making previously requiring human expertise.
Early adopters report significant impact:
90% reduction in time spent on routine investor queries
75% decrease in manual report prep for meetings
24/7 availability, eliminating business-hour limitations
The global AI chatbot market is projected to reach $31.11 billion by 2029, with financial services AI agents alone expected to grow to $4.5 billion by 2030 at a 45.4% CAGR. This reflects strong demand for automation tools that cut costs while improving the speed and quality of stakeholder interactions.
Traditional IR teams still spend up to 80% of their time on repeatable tasks - from handling standard questions to generating boilerplate reports. Caro’s AI suite removes that burden, allowing professionals to focus on strategy and relationship-building.
