Skip to content
Resources > Case Studies

BDO Promotes Client Success with AI-Driven Intelligence from AlphaSense

February 19, 2026
Young man in a blazer typing on a laptop at a table by a window with a city view.
A man, Sam Alvarado, works on a laptop in a modern workspace with a city view. Logos for AlphaSense and BDO are visible, along with the text: "Customer Story With Sam Alvarado".

BDO USA: Addressing Complex Client Challenges

BDO professionals provide assurance, tax, and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO’s Forensics consulting team helps clients absorb, adapt, and respond to risk. BDO brings forensic consulting experience and resources to leverage the intelligence and market insights they need to address complex client challenges with a truly human-centric approach.

Promoting Human-Centric AI

AlphaSense’s AI-driven intelligence platform became the clear solution for the BDO team to cut through the noise of information overload while reinforcing their human-centric stance on AI deployment. By minimizing research workflows that once took hours or days into minutes, the BDO teams can augment their own human intellect with defendable, cited insights they confidently stand behind in client and executive conversations. Rather than replace human judgment, AlphaSense helps enable consultants to apply context, judgment, and relationship-building where it matters most.

In a business that thrives on credibility, speed, and trust, AlphaSense allows BDO to surface and synthesize critical insights instantly, with features such as clickable citations and deep research prompts that generate a day’s worth of insights in a moment. This allows the team to spend less time conducting research, and more time building client relationships.

The human-centered AI that BDO champions is our foundation to make those syntheses. What machines are really good at is pulling all that information from these sources, and then we build and add to the conversation, and we use our soft human skills to manage the change.

Samuel Alvarado
Business Development Associate, BDO USA

Delivering the Edge

Across day-to-day workflows and in pivotal client meetings, working with AlphaSense has given the BDO team a meaningful edge, especially in executive briefings, client meetings, and conference conversations where preparation matters most. With fast access to trusted, cited intelligence, AlphaSense helps enable the team to walk into every room better informed and confidently prepared to respond to questions as they arise.

I’m going to meetings and to conferences better informed, better prepared, and honestly more aware of what all is out there. I’m able to bring value no matter what room I'm in, whether I am selling a solution, whether I am talking about our services or just engaging about what we've been hearing in the news.

Samuel Alvarado
Business Development Associate, BDO USA

Beyond Deep Research workflows, company profiles, and private company primers, the BDO teams also leverage Deal Screener, notebook sharing, and monitoring alerts for in-depth funding details, to get ahead of crucial compliance conversations, and to centralize intelligence.

In one recent instance, the platform helped the team surface a critical client issue in a near one-call close, allowing the team to anticipate the topic and come prepared with a value-driven solution.

Pivoting for the Future

Organizations can leverage Enterprise Intelligence to fully integrate their proprietary intelligence with AlphaSense’s AI-driven workflows layered upon extensive premium content sets. This evolution is expected to be transformative by not only freeing up analyst time, but also turning internal knowledge into a reusable, centralized asset that drives high-quality client preparation across teams and engagements.

Explore more

Orica Unifies Investor, Corporate, & Market Intelligence with AlphaSense

See how Orica’s communications organization streamlines research, builds investor-grade narratives, and delivers faster, verifiable insights across stakeholders using AlphaSense’s Deep Research, Generative Grid, and dashboards.
A woman with short dark hair types on a laptop at a white desk in an open-plan office.

Solici Eliminates Research Bottlenecks with AlphaSense

Learn how Solici leverages AlphaSense to overcome research bottlenecks, streamline workflows, and deepen its role as a trusted partner to pharmaceutical clients.
Man typing on a laptop in an office, with "AlphaSense x SOLICI Customer Story" text.

Royalty Pharma Taps AlphaSense to Streamline Research Workflows

Learn how Royalty Pharma is able to harness the power of the AlphaSense platform to drive efficiency gains, streamline workflows, and improve knowledge sharing.
Royalty Pharma

Transform intelligence
into advantage

Develop bold strategies, seize opportunities,
and lead with clarity and confidence.