Top AI Use Cases for Investment Firms

AlphaSense discusses how investment managers are increasingly adopting domain-specific AI tools, outlining key use cases and strategic approaches to integrate AI into workflows to drive efficiency and generate alpha.

According to AlphaSense’s recent State of AI for Business and Finance report, more than 80% of organizations surveyed reported an increased use of generative AI in their workflows over the past year. Having an AI tool with domain expertise in your business will be critical to extracting value from AI tools. According to Gartner®, “By 2029, 80% of enterprises will use DSLMs (Domain Specific Language Models) for content creation [specific to an industry or business function], up from 30% in 2025.”

As advancements in AI continue to rapidly evolve, investment managers are mirroring the momentum by identifying best practices and protocols and recalibrating the way their firms integrate the technology into workflows. AI-driven workflows have transformed from an experimental phase to one that delivers embedded value, becoming the new norm in 2025.

In this report, we examine the top AI use cases among investment managers and ways that firms can adopt a tactile and strategic approach to enhance their bottom line and ultimately generate alpha.

Deal Origination and Sourcing

In an accelerating deal environment, identifying targets and potential investments with speed and precision is critical to remain competitive. With deal activity expected to continue surging into H2 2025, investment professionals are leveraging AI-driven workflows to streamline and expedite deal origination and sourcing.

With AlphaSense’s Screener function, users can zero in on public and private company targets by screening customizable criteria and metrics across equities, M&A transactions, and funding rounds that fit their search. This takes the guesswork out of deal origination and screening, and ensures that opportunities don’t get lost. Targets can be further validated with qualitative signals, such as expert transcripts for ground-level perspectives.

“AlphaSense Company Profiles speed up a lot of the time consuming aspects of our research that we do on every deal, and since AlphaSense combines content and financials, we can get rid of other point solutions.” — VC Analyst

Meeting Preparation & Client Presentations

Often, preparing for a client presentation or internal management meeting entails digging through filings, transcripts, statements, and company documents for critical KPIs and indicators that contain guidance, outlook, and key financial data points such as cash balance. The manual and tedious nature of this task delays time to insight and analysis, also potentially leaving critical information off the table.

AlphaSense users are increasingly leveraging tools such as Generative Grid to locate “the needle in a haystack.” By aggregating intelligence in a side-by-side view, users can upload up to 100 documents across more than two dozen topic-specific templates to analyze and surface insights in seconds, leveraging documents across AlphaSense’s premium content library and also across internal documents. Additionally, in-line citations provide exact document links for easy reference and verification.

“We no longer have to dig through 100 filings to get that one piece of information.” — Investment Banking Analyst

Landscape Deep Dive

Deconstructing a macro landscape into granular, actionable insights is an invaluable use case for investment managers and is facilitated through AI-driven workflows. Foundational insights that would ordinarily take days or weeks to aggregate are created in minutes to match the speed of the changing market. AlphaSense’s Generative Search features enhanced Deep Research functionality, enabling users to generate a long-form research response on any company, industry, or focus query. It conducts a deep dive on an industry, acquisition idea, or competitive landscape, and within minutes surfaces the intelligence needed to make confident portfolio decisions.

“We gave Deep Research a prompt that was asking for an overview of a competitive banking landscape. And my honest feedback is it took the work that took us like four to six weeks to do, and it was really close to the same conclusions. But I would say it’s a level better.” — VP, Private Equity Firm

Simplified Earnings Season

A common challenge among analysts is keeping pace with earnings season, for which coverage can span dozens of companies, across an array of industry-relevant themes. Historically, analysts have had to manually locate prior company transcripts, gauge management sentiment, and ingest equity research reports for comprehensive analysis.

With AlphaSense’s Company Profiles, company coverage is a onestop-shop for earnings season and beyond. In one unified dashboard, users access current and historical financials and key metrics, benchmark performance versus industry peers, a comprehensive earnings summary and snapshot of positives, negatives, outlook, and analyst questions, as well as an industry earnings summary.

This allows analysts to devote time to higher-value analysis and preparation of client materials and investment pitches.

“This earnings season was huge using AlphaSense. It was phenomenal, it took a matter of minutes to go through a company and get smart, quick. Having everything in one place is a game-changer.” — Investment Analyst, Boutique Asset Manager

Surfacing and Sharing Knowledge

Proprietary internal content contains a goldmine of information and intelligence that often lacks the enterprise infrastructure to be leveraged in a meaningful and effective way. Siloed team structures, the lack of a central repository and shared practices, and governance issues also contribute to the knowledge sharing challenges that firms face. According to AlphaSense’s State of AI for Business and Finance report, employees are on average spending more than 7 hours weekly searching for internal data, and only 39% report having a well-organized and accessible internal knowledge base.

Aligning with the right set of AI-driven tools is essential to overcome these challenges and ensure relevant and secure intelligence sharing across an organization. Features such as a trustworthy content universe, transparent citations, verifiable references, customizable user permissions, and enterprise-grade data protection capable of delivering the insights managers need are essential to overcome these challenges.

AlphaSense’s Enterprise Intelligence mitigates knowledge centralization challenges with the ability to search, discover, and interrogate both internal research such as proprietary research, pitch decks, CIMs, and management notes alongside external content for accurate, verifiable summarizations and answers questions like, “how has our thesis on XYZ company changed?”

“When we have a ton of information internally about an investment, but I need to refer back and synthesize it into one document, this makes writing memos meaningfully easier.” — Investment Banking Analyst

Clarity During Market Uncertainty

In periods of market uncertainty, AI is particularly useful to help asset managers protect their portfolios from downtrends and provide the foresight to pivot strategically. Traditional coverage methods rely on fragmented and scattered sources to build a mosaic of information that may or may not be complete. AlphaSense centralizes diverse financial data, broker research, expert calls, company documents, and more, replacing multiple tools and subscriptions with a unified platform. Having a complete 360-degree view is critical to navigate uncertainty and fluctuations in the market. Furthermore, platform consolidation often allows clients to eliminate one or two other solutions, while gaining faster and deeper intelligence.

“Instead of going to multiple data providers to get what I need from each one, compiling it all together, then putting it in our system, I can just go to AlphaSense. This saves me a lot of time.”
— Managing Director

Conclusion: A New Era for AI-Driven Intelligence

While a majority of investment firms report ramping up efforts to integrate AI across their enterprises in the last year, a host of ongoing factors pose challenges to widespread adoption including resource constraints, concerns about data accuracy, and how to best manage unstructured data.

Identifying high-value use cases and partnering with a technology provider that delivers specific solution sets will give firms a competitive edge and effectively navigate volatile markets.

AlphaSense is built with investment managers in mind, featuring the most comprehensive, exclusive content sets paired with cutting-edge, AI-driven solutions. Users consolidate disparate tools and subscriptions into a single platform that unifies trusted financial data, broker research, expert calls, public and private company information, and more. Many clients achieve significant cost savings by eliminating one or two other research platforms, all while enhancing the speed and depth of their intelligence.

Gain a complete market perspective today, and heighten your competitive advantage.

Source

Emerging Tech: Top Use Cases in Domain-Specific Language Models, Gartner, 9 June 2025, Alizeh Khare, Annette Zimmermann, Roberta Cozza, Esha Bhatia, Kanishka Chauhan, Samantha Searle

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