Skip to content
Resources > Reports

Top AI Use Cases for Investment Firms

By Barbara Tague, Financial Research Leader

Recent findings show that while financial services companies are rapidly scaling enterprise AI integration, a majority are still not generating meaningful ROI.

Investment managers are increasingly pursuing effective AI use cases while also prioritizing trustworthy findings for decision-grade intelligence.

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

About the Author
  • AlphaSense logo

    Barbara Tague, Financial Research Leader

    Financial Research Leader
    Barb is a Financial Research Leader covering the financial services segment at AlphaSense. Previously, she spent more than a decade at institutional investment managers and at a SaaS startup leading business development, content, and product initiatives.

Explore more

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

Top AI Use Cases for Investor Relations

The AI era has ushered in a new reality for investor relations. Discover how the leading IR teams are harnessing AI to unify peer tracking, sentiment analysis, and real-time market monitoring into a single intelligence layer.
Title: Top AI Use Cases for Investor Relations. Blue isometric illustration shows a shield with a checkmark, binoculars, and a filing cabinet.

Transform intelligence
into advantage

Develop bold strategies, seize opportunities,
and lead with clarity and confidence.