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The 2025 State of AI for Business and Finance

Over the past few years, generative AI has gone from hypothetical to reality. In 2025, a year marked by hype and hesitation, the teams seeing the biggest gains aren’t chasing shiny tools — they are quietly transforming how work gets done. According to The 2025 State of AI for Business and Finance, organizations adopting workflow-integrated, expert-driven AI are seeing measurable gains in efficiency and insight generation. By embedding AI into real workflows, they’re unlocking new levels of productivity, sharper insights, and faster decisions.

The 2025 State of AI for Business and Finance highlights:

  • How genAI use is extending beyond efficiency, supporting more informed analysis and timely decision-making
  • The biggest challenges organizations face when integrating AI into strategic workflows
  • The road ahead for AI adoption and integration, and more on what’s next, including the build vs. buy debate

Featuring the perspectives of 300 professionals, mostly decision-makers on genAI usage in their firms, this report offers an up-to-date view on how AI is driving both opportunity and disruption across areas like consulting, corporate strategy, competitive intelligence, asset management, and investment banking.

Download The 2025 State of AI for Business and Finance to get a clear view of how AI-driven intelligence is transforming productivity, insight, and competitive advantage.

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How Family Offices Are Leveraging Trusted AI at Scale

While AI adoption is widespread among institutional investors, only 22% of family offices use AI with regularity. Data privacy and trustability largely remain barriers to adoption.
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Security, Privacy & Trust in the Age of AI

In this report, discover the foundational questions and principles that firms should be requiring of AI providers as they prioritize scaling trustworthy AI infrastructure.
Cover graphic titled Security, Privacy and Trust in the Age of AI, by Lawrence Sica, VP of Product Security, with line icons of a folder, an eye, a padlock, and a shield

Top AI Use Cases for Investor Relations

The AI era has ushered in a new reality for investor relations. Discover how the leading IR teams are harnessing AI to unify peer tracking, sentiment analysis, and real-time market monitoring into a single intelligence layer.
Title: Top AI Use Cases for Investor Relations. Blue isometric illustration shows a shield with a checkmark, binoculars, and a filing cabinet.

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