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Top AI Use Cases for Investment Firms

Findings from AlphaSense’s State of AI for Business and Finance report indicate that over 80% of organizations increased the use of generative AI in their workflows during the past year.

While challenges to technology adoption and integration are still prevalent, investment firms are increasingly identifying high-value use cases that will enable their organizations to capitalize on the momentum.

In this report, discover how investment managers are using AI to accelerate and enhance their workflows to gain a total market perspective and heighten their competitive advantage.

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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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Top AI Use Cases for Investment Firms | AlphaSense