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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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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.
How Family Offices Are Leveraging Trusted AI, with an isometric line drawing of an office desk and chair.

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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