How Generative AI Enhances Industry and Company Research
Here are some of the main use cases for genAI in industry and company research:
Summarizing Financial Reports and Company Filings
For anyone conducting industry and company research, earnings analysis is a necessary part of the process. Traditionally, this is a highly manual, time-consuming task that entails compiling and then scouring through pages and pages of earnings calls from across one’s portfolio, peer set, clients, and competitors. Inevitably, this approach results in missed insights and patterns in the data—which can have severe repercussions in the long-term.
Enter: Generative AI.
Due to its summarization capabilities, genAI dramatically expedites the earnings analysis process, while increasing confidence. It can provide bulleted summaries of a large volume of earnings calls for easy skimming, as well as citations for quick verification. When you use genAI that is specifically trained for market and investment research workflows (as you will find in AlphaSense), you can also access the most critical insights and identify patterns or discontinuities in historical data.
In addition to earnings, genAI can effectively summarize all kinds of company documents, including financial reports and company filings, to produce comprehensive reports on any particular company. This report provides an accurate snapshot of the company’s performance, outlook, strengths and weaknesses, competitive landscape, and more—generated in seconds.
Summarizing Expert Calls and Broker Research
In addition to company documents, two other highly valuable content sets for industry and company research are expert calls and broker research. Similarly to how genAI summarizes company documents and provides the most valuable and relevant insights in an easily digestible format, it does the same with expert call transcripts and broker reports.
These two highly valuable content sets are key to getting differentiated insights that really give you an edge over the competition. In AlphaSense, you’ll find hundreds of thousands of expert calls in our Expert Insights library, spanning across all industries and around the world. Additionally, you’ll find equity research from the world’s leading brokerage firms, designed to be used by both corporate and financial users.
But these documents can be long, 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 winding 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.
Answering Specific Research Questions
One of the most widely used and known applications of generative AI is the form of a chatbot that answers user queries by pulling from the data it was trained on. And while most genAI chatbots available today are trained on publicly available web data that is frequently inaccurate or biased, there are some (like AlphaSense’s Generative Search) that are purpose-built for market and investment research.
This means the model is trained on premium market research data—including company documents, analyst reports, expert calls, and news articles—and instantly synthesizes billions of data points to generate an accurate and verifiable answer to your research query.
Ideally, when selecting a genAI tool for answering market research questions, you want one that is trained on premium, high-quality business data, that provides citations to exact snippets of text from where it sources its information, and that adheres to the highest privacy and security standards for the safety of its users’ data. You can find all this and more in AlphaSense.
Identifying Industry Trends
Generative AI is highly useful for identifying industry trends—a critical component of industry research—due to its ability to process and analyze large datasets in real time while pulling from diverse sources such as company filings, earnings calls, expert transcripts, 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.
Generating Strategic Insights
Generative AI supports all the steps that make up strategic decision-making, including predicting trends and opportunities, conducting competitive analysis, scenario planning and risk assessment, portfolio monitoring, and making personalized strategic recommendations. As such, it’s a fantastic tool for getting strategic insights that will fuel your decision-making.
You can also use genAI for strategic monitoring and research, by having it create post-earnings recaps for M&A targets and companies in industries of interest.
AlphaSense’s Generative AI Features
AlphaSense Generative Search
Generative Search is a genAI-powered chat experience that instantly summarizes key company events, emerging market trends, and industry-wide viewpoints, uncovering and synthesizing data once buried in static documents. Acting as your personal AI analyst, Generative Search is capable of both understanding natural language and discussing the markets, companies, and topics most important to you.
You can ask Generative Search to discuss the electric vehicle investments of automotive companies, analyze R&D spending within pharmaceutical companies, or summarize existing internal research that has already been done on a particular market, to name a few. With each request, you can dig deeper by asking follow-up questions or choosing a suggested query.
Generative Search delivers highly accurate intelligence, as well as citations to exact snippets from where the information was sourced—allowing you to dive in deeper and get additional context to any answer.
Smart Summaries for Earnings
Earnings Summaries delivers instant document-level summaries of earnings call transcripts that identify, organize, and summarize the most critical insights, enabling you to understand the key points of an entire call in seconds.
Key Use Cases:
- Competitive Analysis and Benchmarking – Stay on top of every competitive movement with the key moments of every earnings call summarized and at your fingertips
- Portfolio Monitoring – Build a more complete mosaic of your investment portfolio with at-a-glance earnings coverage of non-core companies
- Earnings Prep – Spend less time parsing through transcripts during earnings season with modules that summarize the most critical moments of a call
- Client/Supplier Relations – Personalize your pitches to new clients by referencing key guidance from their CEO
Smart Summaries for Companies
Company Summaries provide instant, complete overviews of the most important information you need to evaluate a company, across a variety of key perspectives.
Key Use Cases:
- Competitive Monitoring and Benchmarking – Stay on top of every competitive movement with the most critical happenings at any company summarized and at your fingertips
- Portfolio Monitoring – Build a more complete mosaic of your investment portfolio with at-a-glance coverage of non-core companies
- Strategic Monitoring and Research – Expand your reach across end markets and strategic areas with summarizations of key events, expert analysis, and more
- Company ID and Market Landscaping – Get smart on a new company with summaries of earnings performance, competitive landscape, and SWOT analyses, directly from industry experts
- Client/Supplier Relations – Get a leg up on client or supplier research without it consuming your entire day
