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Financial Services in 2025: Unified Data with More Proactive, Autonomous AI

Generative AI is transforming financial services by enhancing research and collaboration, risk management, customer engagement, and portfolio innovations. Firms are leveraging genAI to streamline workflows, improve decision-making, and automate complex processes. By unifying internal proprietary data with premium external datasets, financial institutions are unlocking real-time intelligence and predictive capabilities.

As AI becomes more proactive and autonomous, financial services firms can expect even greater efficiency, deeper insights, and more seamless risk management—fundamentally reshaping how they operate.

In this report, discover:

  • How genAI is enhancing research, risk management, customer engagement, and portfolio innovation in financial services
  • The role of unified data in driving AI-powered insights and decision-making
  • What to expect as AI shifts from assistive to autonomous, enabling proactive, real-time actions across financial operations and customer interactions

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Mid-Year AI Checkpoint: The Shift from Wow to Work

The first half of 2026 marked a turning point for AI. The focus shifted away from breakthrough demos to the harder questions of deployment, integration, and real-world impact. As AI became more deeply embedded in products, workflows, and business operations, organizations faced new questions around measurement, governance, workforce impact, trust, and control.
Mid-Year AI Checkpoint: The Shift from Wow to Work, by Sarah Hoffman. A graphic with a timeline, a sparkling marker, and an AIAIAI logo.

A Tale of Two Economies: Divergences Shaping Financial Services in H2 2026

In this report, we explore key expert and analyst perspectives on the relevant themes shaping the financial services landscape for H2, including scaled AI infrastructure, diversification and asset re-positioning, a deepening K-shaped economy bearing resemblance to the ’70s, and a wave of IPO and deal activity prevailing despite macroeconomic headwinds.
Title slide for "A Tale of Two Economies: Divergences Shaping Financial Services in H2 2026" by Barb Tague, featuring an illustration of a signpost and a bar chart.

Global Oil and Gas Market: Iran War Fallout and Future Outlook

Drawing on broker research, industry tracking data, and expert analysis available in the AlphaSense platform, this report covers how governments, corporations, and investors are adapting amid uncertainty.
Title slide for "Global Oil and Gas Market: Iran War Fallout and Future Outlook," featuring an isometric illustration of an oil tanker and barrels.

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