Generative AI for Industry and Company Research

How Generative AI Enhances Industry and Company Research

Answering Specific Research Questions

One of the most widely used and known applications of generative AI is a chatbot that answers user queries by pulling from its own training data. This exposes users to risk, since most genAI chatbots available today are trained on publicly available web data that is frequently inaccurate or biased. Instead, tools like AlphaSense’s Generative Search are purpose-built for market and investment research. The model pulls from premium market research data found in the AlphaSense platform and provides snippet-level citations for easy verification of every insight.

In just seconds, the AI technology synthesizes billions of data points to generate an accurate and verifiable answer to your research query, saving you hours of time and giving you ultimate confidence in your research.

You can also use the Deep Research mode to automate the creation of in-depth analyses about companies, trends, or industry topics. The model conducts dozens of searches, parses through thousands of potentially relevant results, and reasons over all of it to produce comprehensive, detailed analysis about any topic — in minutes as opposed to hours or days.

Cross-Document Synthesis

Scouring disparate sources for industry and company research can be extremely time-consuming. Additionally, parsing through lengthy documents manually increases the risk of missing key insights.

Enter Generative Grid. Instead of reading 10 documents per company, you can generate a grid where each row is a company (or product) and each column is a research question, such as:

• Business model / revenue streams
• Key products + positioning
• Recent strategic initiatives
• Exposure to a trend (AI spend, China risk, rates, regulation)
• Bull case / bear case
• Notable quotes / evidence

The result is an easy-to-read table that displays key insights from across thousands of documents at a glance, helping you catch patterns in the data and ensuring your research is complete and thorough.

Automating Repetitive Research Workflows

With genAI, time-intensive research workflows are automated, freeing teams to focus on higher-value analysis and decision-making. AlphaSense’s Generative Grid automates repetitive analysis across transcripts, filings, and news sources.

AlphaSense’s workflow agents are another transformative genAI capability that accelerates a wide variety of research workflows. With a single click, users can launch a pre-built end-to-end workflow that compresses hours of manual research into minutes.

Some highly useful workflow agents available in the AlphaSense platform include:

• Company Profile Slides: Automate the process of creating company overview slides for pitchbooks and internal education, standardized using your firm’s own templates
• Industry Primers: Generate an overview of the market with key players, supply dynamics, macro trends and impact, and more
• Weekly News Roundup: Summarize the week’s most critical and relevant news about a company, industry, or topic

Summarizing Lengthy and Complex Documents

Due to its summarization capabilities, genAI dramatically expedites the earnings analysis process, helping teams build confidence in research findings. It can provide bulleted summaries of a large volume of earnings calls for easy skimming, as well as citations for quick verification. In fact, genAI can effectively summarize all kinds of company documents, including financial reports and company filings, to produce comprehensive reports on any particular company.

In addition to company documents, two other highly valuable content sets for industry and company research are expert calls and broker research. AlphaSense’s Expert Insights library contains hundreds of thousands of expert calls spanning across all industries and regions. Additionally, the platform provides access to equity research from the world’s leading brokerage firms, aimed at both corporate and financial users.

But these documents can be lengthy and complex, and not every word is relevant to your research — which is what makes Smart Summaries such an instrumental tool. Rather than having to manually scour through pages of analyst reports and long-winded expert call transcripts, you can read quick summaries that instantly show you the value and relevancy of the document for your specific needs. That means faster investment decisions, quicker evaluation of potential acquisitions, and streamlined insights for better decision-making.

Monitoring Companies and Industries in Real Time

Generative AI is highly useful for continuous intelligence, due to its ability to process and analyze large datasets in real time while pulling from diverse sources such as company filings, earnings transcripts, expert calls, and equity research.

In seconds, genAI can come up with recurring themes and patterns in the data that it would take a human hours or days to identify. Additionally, genAI can even predict future trends by analyzing historical data and making informed inferences about future industry performance, consumer behavior, and market dynamics.

Connecting Internal and External Knowledge

The traditional approach of constantly switching between internal knowledge and external sources is highly fragmented and not conducive to comprehensive, organized research.

Generative AI enables teams to analyze both proprietary and external information in a single workflow, which helps eliminate silos and unlocks deeper insights.

With AlphaSense, users can seamlessly query across internal documents — including research reports, investment memos, and notes — alongside premium external content, such as earnings transcripts, expert interviews, and broker research. The platform’s genAI synthesizes insights across all these sources, so that every output is informed by the full gamut of relevant proprietary and external knowledge — resulting in a more complete, contextual view of any company or industry.

AlphaSense’s AI and Automation Features

Generative Search

Generative Search is a conversational search experience that allows users to ask natural-language questions and source intelligence at scale from across premium external content, internal knowledge, and quantitative data sources. Each answer provides citations to the exact snippet of text from where the information was sourced, so that it can always be referenced back.

With Deep Research mode, users can automate the creation of in-depth analysis about companies, trends, or industry topics. The model conducts dozens of searches, parses through thousands of potentially relevant results, and reasons over all of it to produce comprehensive, detailed analysis about any topic — in a fraction of the time it would take a human.

You can also take Generative Search on the go with our mobile app, giving you access to instant answers, wherever you work.

Generative Grid

Generative Grid applies multiple genAI prompts to many documents at the same time to quickly provide organized answers to research questions at scale, in an easy-to-read table format. This enables clients to summarize documents using pre-built criteria to save time when executing repeatable workflows.

Smart Summaries

Every earnings transcript in AlphaSense features an AI-generated Smart Summary, which creates a tearsheet of key takeaways, analyst Q&A, and the most critical topics discussed in each call. AlphaSense users leverage Smart Summaries during earnings season to extract the most crucial insights from each call in just minutes, ensuring a comprehensive and timely view of key insights.

Workflow Agents

AlphaSense offers a full library of pre-built automations for your most common and time-consuming research workflows and deliverables — including company primers, meeting prep briefings, earnings analysis, and more. Users can also build custom agents personalized to their specific needs, data sets, or evaluation criteria — and even schedule them to run on a daily or weekly cadence.

Instead of constantly having to ask different prompts, agents can enforce a consistent template for:

• Company brief (business model, segments, catalysts, risks, bull/bear debate)
• Competitive landscape (key players, positioning, differentiation, recent moves)
• Industry overview (market structure, demand drivers, regulation, macro sensitivities)

These agent templates can also be customized for different roles and use cases. That way, you can turn multi-step workflows into a single click and receive crucial insights with no manual effort required.

Workspaces

Workspaces are dedicated project spaces that enable users to organize conversations, files, instructions, and outputs around a specific initiative, goal, or body of work. Rather than treating AI as a one-off prompt interface, Workspaces offer a persistent, context-aware work environment where you can ingest internal meeting notes and add external context to ask questions, automate analysis, and create deliverables — all in one place.

This makes your company and industry research significantly more organized, efficient, and comprehensive.