Transform Your Workflow and Generate More Alpha With Generative AI

Why AlphaSense?

AlphaSense is a leading provider of market intelligence, with over 10,000 high-quality content sources from more than 1,500 leading research providers — all in a single platform.

Top financial institutions rely on AlphaSense to gain access to private and public company documents, news and regulatory documents, expert calls, and broker reports — all of which are key for confident decision-making and generating alpha.

AlphaSense is built on artificial intelligence (AI), machine learning, and natural language processing (NLP) — all of which speed up your time to insight and enhance your qualitative research process. With features like synonym recognition and sentiment analysis, our platform helps you extract the most important and relevant insights contained within each source and understand the underlying nuance and meaning in the text.

Our premium and proprietary content sets, automation capabilities, and AI features are why G2 has consistently rated AlphaSense a leader in market intelligence for financial institutions and corporations alike. And now, with AlphaSense’s industry-leading suite of generative AI tools, our ability to dramatically reduce research time and deliver answers to your key questions in mere seconds is better than ever.

Enhance Your Investment Research With AlphaSense

Here’s how AlphaSense’s industry-leading suite of generative AI tools takes your investment research workflows to the next level:

Industry-Leading Search and Summarization

AlphaSense Enterprise Intelligence is a secure, end-to-end market intelligence solution that layers AI search and summarization technology onto a consolidated library of both proprietary internal research and premium market intelligence content.

Enterprise Intelligence allows investment teams to enhance the value of their institutional knowledge using AI to search, summarize, and interrogate proprietary internal data alongside a vast repository of 500M+ premium external documents. By centralizing siloed research workflows, teams can make investment decisions faster and with more confidence. Unlike many other genAI solutions, AlphaSense also enables investment teams to analyze and extract insights directly from broker research using our proprietary genAI functionality.

Some of the capabilities of AlphaSense’s Enterprise Intelligence include:

• Instant GenAI-Powered Answers– Our purpose-built genAI chat and summarization capabilities — powered by AlphaSense Large Language Model (ASLLM)—deliver instant, accurate, and secure summarizations of both premium external and proprietary internal content.
• Ease of Integration– Through an AlphaSense-managed solution in our secure cloud or a customer-managed solution in the cloud of your choice, Enterprise Intelligence integrates your content at enterprise scale through our Ingestion API or Enterprise-Grade Connectors, easily supporting the uploading and management of tens of millions of documents.
• Out of the box functionality– Automatically integrate and tag PDFs, SharePoint docs, CIMs, Excel sheets, and more. Get quick context using genAI summaries with in-line citations — verifiable with one click.
• Enterprise-Grade Data Protection– AlphaSense Enterprise Intelligence’s cloud environment complies with global security standards — SOC2, ISO270001 compliant, conducts regular, accredited third-party penetration testing, offers FIPS 140-2 standard encryption on all content & supports SAML 2.0 integration.

In addition to these, AlphaSense’s Enterprise Intelligence boasts scalability features such as user management, broad system connectors, infrastructure compatibility, and collaboration tools.

Best-in-Class Generative AI Tools

AlphaSense’s suite of generative AI tools equips investment teams with the resources and functionality they need for comprehensive research workflows, while providing a competitive advantage.

Generative Search

Our genAI chat experience transforms how users can extract insights from hundreds of millions of premium content sources. Generative Search is trained to think like an analyst, so it understands the market research intent behind your natural language queries.

Whenever you search for information, Generative Search helps you get up to speed on a company or topic by instantly getting you the answers you need. For example, you can ask Gen Search to discuss the electric vehicle investments of automotive companies, analyze R&D spending within pharmaceutical companies, or summarize existing internal research that has already been done on a particular market, to name a few.

You can dig deeper into topics by asking follow-up questions or choosing a suggested query. Each answer will always provide citations to the exact snippet of text from where the information was sourced. Generative Search is constantly evolving and incorporates a variety of reasoning models and agentic workflows.

Generative Grid

Our newest genAI tool, Generative Grid, applies multiple genAI prompts to many documents at the same time to quickly provide organized answers to research questions at scale, in an easy-to-read table format. This enables clients to summarize documents using pre-built criteria to save time when executing repeatable workflows.

Generative Grid pulls data from both premium external documents in the AlphaSense platform and users’ internal content. From there, users can choose preset templates or create their own to automate routine workflows. Each summary provides a direct citation to the source material it was pulled from.

Some of the top Gen Grid use cases include, but are not limited to:

• Staying on top of your coverage universe during earnings season
• Summarizing reports from portfolio companies
• Analyzing merger proxy filings
• Speeding up CIM reviews to quickly spot opportunities
• Extracting key insights from a set of expert call transcripts

Smart Summaries for Earnings

Earnings Summaries deliver instant summaries of earnings call transcripts that identify, organize, and summarize the most critical insights, allowing you to capture key points of an entire call in seconds.

Key Use Cases:

• Portfolio Monitoring – Build a more complete mosaic of your investment portfolio with at-a-glance earnings coverage of core companies.
• Earnings Prep – Spend less time parsing through transcripts during earnings season with modules that summarize the most critical moments of a call.
• SWOT Analysis – An overview of the positives, negatives, outlook, and Q&A from earnings transcripts—all verifiable with a single click. Post-call analyst reactions allow you to capture the full picture of bullish or bearish reactions, and make recommendations to position your portfolio accordingly.

Smart Summaries for Companies

Company Summaries provide instant, complete overviews of the most relevant information you need to evaluate a company. Comprised of three main sections, Company Summaries includes citation links to give you instant access to the underlying source.

Key Use Cases:

• Portfolio Positioning – Assess the positive and negative highlights, company outlook, and analyst Q&A highlights summarized from a company’s most recent earnings call to best position your portfolio.
• Strategic Monitoring and Research – Expand your reach across end markets and strategic areas with summarizations of key events, expert analysis, and more.
• Company ID and Market Landscaping – Get smart on a new company with summaries of earnings performance, competitive landscape, and SWOT analyses, directly from industry experts.

Related Reading: Generative AI for Industry and Company Research