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How Investment Teams Maximize the ROI of Institutional Knowledge

In today’s fast-moving market, speed and accessibility to intelligence and research findings is paramount. Investment teams rely on proprietary intelligence and knowledge discovery to inform smart investment decisions.

However, the value of proprietary knowledge is often lost—difficult to locate and piece together from internal systems, and is also siloed across working teams. The result: duplicative efforts, wasted time, and lost insights. Organizations planning to invest >$50 million in AI and generative AI (genAI) over the next twelve months are 1.3 times more likely than their peers to see a return on their investment.

In this report, learn how organizations are prioritizing solutions for knowledge discovery and sharing. Solutions such as market intelligence platforms leveraging genAI are becoming an essential asset to enhance ROI with knowledge centralization.

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Gartner® Report: The State of AI Maturity in Banking and Investment Services

We feel the Gartner®️ report, The State of AI Maturity in Banking and Investment Services report offers benchmarks to help CIOs assess their AI maturity against peers and identify actions to accelerate progress toward enterprise-scale adoption.
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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.
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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.

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