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Generative AI Use Cases for Investment Firms

Since its blockbuster debut, generative AI (genAI) has transformed the way firms work and discover information through streamlined efficiencies. However, only 16% of asset managers have fully identified a strategy to execute on and how to best implement the technology for their firms.

The investment industry is at a critical crossroad with how to best integrate genAI across their organizations, to enhance everyday workflows and knowledge discovery, and perhaps more importantly—to remain competitive.

In this report, we explore:

  • The best use cases emerging for investment firms
  • The ways AlphaSense clients are leveraging genAI in their everyday functions to add value for their teams

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AlphaSummit 2025: The AI Playbook

In this report, we explore the conversations and insights shared at AlphaSummit that seek to answer this very question, with findings from industry leaders and influencers.
Promotional graphic for ALPHA SUMMIT: The AI Playbook, featuring a strategic grid, X's, O's, arrows, and colorful abstract elements on a black background.

Applied AI: Tracking Trends Across Earnings Season

This exclusive resource aggregates insights directly from earnings calls and conference transcripts to benchmark company-specific outcomes and assess where AI investments are translating into operating leverage through 2026 and beyond.
Applied AI: Tracking Trends Across Earnings Season. How companies deploy AI across operations, decisioning, and market development.

Top Market Trends 2026

In this report, we examine the trends and themes shaping 2026, the sector-specific forces driving divergence and opportunity, and the critical inflection points executives and investors must navigate in the year ahead — all based on insights surfaced from across the AlphaSense platform.
Slide titled "Top Market Trends for 2026" listing market intelligence, financial, technology, energy, and healthcare research leaders, with blue line-art icons for science, energy, finance, and media.

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Generative AI Use Cases for Investment Firms