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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 SuperAnalyst Surfaces M&A Intelligence

In this report, discover how SuperAnalyst from AlphaSense surfaces the facts, figures, and expert perspectives behind 2026’s defining M&A trends: mega deals, creative PE exits, AI as a deal catalyst, sector consolidation, and what it all means for 2027.
Graphic titled "How SuperAnalyst Surfaces M&A Intelligence" by Barb Tague, featuring a blue grid, curved wireframe geometric shape, and two puzzle pieces on a navy blue background.

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

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