Our expertise is the Investment Industry:

As a knowledge based industry, historically Investment management has relied far more heavily on human talent than technology. AI has changed that. Teams incorporating AI into their investment process, experience:

a) Exponentially greater capacity X

b) Exponentially greater speed X

c) Unwavering consistency X

d) Always-on performance.

But the benefits should not simply be considered in terms of the unprecedented increase in output the technology delivers. The truly unbounded potential of AI is found in its ability to generate insights that lie outside the limits of human capabilities. And it is through these novel insights that we see a dramatic divergence in performance coming - between AI-empowered Investment teams and the rest.

As one of the most critical yet under resourced elements of the investment ecosystem, the value to be derived by the IR profession from the use of AI is profound.

The complex nature of preparing investment information - requiring the formulation of informative, accurate and engaging messaging while complying with all applicable laws, regulations and guidance - is well suited to the unbounded analytical capacity of AI. Its ability to highlight issues, propose solutions, and draw on infinite sources of supporting information, will facilitate rapid progress to compelling and compliant outcomes.

Of perhaps even greater significance, is the ability of AI to revolutionise direct engagement between listed companies and investors. Historically constrained by the availability of human resources, the limitless capacity of AI facilitates the provision of answers to a vast array of investor questions in near-real time. Not only will this deliver a dramatic increase in investor understanding and satisfaction for companies utilising the technology, but previously unattainable insights into the issues of most importance to the investment community.

In an increasingly competitive industry, the ability to deliver unique insights to clients faster, and more often, is the difference between getting the deal or losing it to a competitor.

The effective deployment of AI not only brings the capacity to drive exponential growth in the output of your Team, but just as importantly, facilitates the delivery of entirely new insights the nature of which we’re only just beginning to understand.

Whether detecting the change in tone of a CEO’s voice in an investor briefing, or analysing years of sector-specific disclosures to better understand the cyclicality of an industry, the speed of AI-powered analysis is only surpassed by its ability to analyse quantities of data well beyond the realm of human comprehension.

In addition to these attributes, the ability to continuously monitor and assess complex relationships ensures that when the trading day starts, your team isn’t seeking out the most critical information from overnight, they’re busy analysing it.

Beyond stock selection, investment success hinges on optimising the entry to, and exit of portfolio positions. AI introduces powerful new capabilities to this scenario planning, empowering your traders with the insights to execute with greater confidence than ever before.

We believe AI is the most transformational technology the Investment Industry has seen since the spreadsheet, but will ultimately dwarf its contribution to the advancement of efficient and effective capital allocation.

As the complexity of financial markets grows and client expectations evolve, the demand for personalised, efficient, data-driven advice has never been greater. Generative AI is poised to meet this demand by providing capabilities that extend far beyond traditional algorithmically-driven advice.

A key advantage of generative AI is its ability to process vast amounts of data in real-time, allowing financial advisors to make more informed decisions. By analysing market trends, historical data, and individual client profiles, AI can generate tailored investment strategies to meet the specific needs and goals of each client. This level of personalisation, previously unattainable at scale, will change the economics of the advice industry and its ability to provide high quality advice to a mass audience.

Moreover, generative AI enhances the efficiency of financial advisors by automating routine tasks, such as portfolio rebalancing, tax optimisation, and risk management. This allows advisors to focus on higher-value activities, such as building relationships with clients, strategic guidance, etc. As a result, the role of the financial advisor will shift from that of information provider, to trusted partner helping clients navigate complex financial landscapes.

Another significant benefit of generative AI is its ability to learn and adapt over time. As AI systems process more data and receive feedback from their interactions with clients, they become evermore effective in their predictions and recommendations. This continuous, automated improvement loop, ensures clients receive advice that is not only relevant, but timely and forward-looking, helping them achieve greater long-term financial success.