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Maximizing Investment Banking Resources with Generative AI

Experts are forecasting a strong return to dealmaking in 2025, following signs of a warm-up in 2024 and a shift from M&A levels at 20-year lows.

The investment banking industry has faced recent scrutiny over analyst workloads, and some firms have even instituted capped workweeks. With a resurgence in dealmaking, teams will be faced with balancing a demanding deal environment with limited resources.

In this white paper, discover how advancements in generative AI are transforming the dealmaking landscape, empowering analysts to capitalize on the technology and bring tremendous time-savings and sharper insights to their pitches.

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Gartner® Report: The State of AI Maturity in Banking and Investment Services

We feel the Gartner®️ report, The State of AI Maturity in Banking and Investment Services report offers benchmarks to help CIOs assess their AI maturity against peers and identify actions to accelerate progress toward enterprise-scale adoption.
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AlphaSummit 2025: The AI Playbook

In this report, we explore the conversations and insights shared at AlphaSummit that seek to answer this very question, with findings from industry leaders and influencers.
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Applied AI: Tracking Trends Across Earnings Season

This exclusive resource aggregates insights directly from earnings calls and conference transcripts to benchmark company-specific outcomes and assess where AI investments are translating into operating leverage through 2026 and beyond.
Applied AI: Tracking Trends Across Earnings Season. How companies deploy AI across operations, decisioning, and market development.

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