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Financial Services Case Studies and Customer Success Stories with AlphaSense

 

Renaissance Macro (RenMac) - Financial Services - Small

New York, USA
Equity research automation Financial analysis

AlphaSense helped Renaissance Macro automate its equity research process. Before, Howard Mason spent hours searching through company filings and transcripts.... With AlphaSense, he now finds key information in seconds using AI-powered search. The platform lets him search across many sources at once. This saves time and reduces the risk of missing important data. Howard calls AlphaSense the "Google for company and financial documents."

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Altamont Capital Partners - Financial Services - Small

Palo Alto, USA
Market research workflow optimization Market intelligence

AlphaSense helped Altamont Capital Partners boost platform engagement by 300%. The private equity firm needed faster, more reliable market research... for due diligence. AlphaSense’s AI-powered search and Smart Summaries let the team quickly find and share insights from broker reports and news. The user-friendly interface and table tools made it easy to export data and maintain information consistency. ACP’s analysts now save time and trust the accuracy of their research.

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YH2 - Financial Services - Small

Singapore, Singapore
Investment research process automation Knowledge management for investment teams Investment research Knowledge management

AlphaSense helped YH2 speed up investment research by 8×. Analysts now finish deep-dive analysis in less than half a day.... The platform unified internal and external insights, ending knowledge silos. Data consolidation that took hours now happens in minutes. Team members share findings easily and work together better. YH2 makes faster, more confident investment decisions with AlphaSense.

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Richardson GMP - Financial Services - Medium

Toronto, Canada
Earnings season research automation Investment research

AlphaSense helped Richardson GMP automate earnings research. Investment analyst Alexander Tjiang used AlphaSense to review company transcripts and financial data... faster. He saved 25% of his time during earnings season. The platform's black-lining, table export, and sentiment analysis features made research easier. Alexander used the time saved to refine investment strategies and generate new ideas.

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Summitry LLC - Financial Services - Small

San Francisco, USA
Investment research process optimization Market research Investment analysis

Summitry LLC used AlphaSense Expert Insights to cut research costs and improve market analysis. The team replaced expensive expert networks... with AlphaSense’s transcript library. They gained deeper insights into industry dynamics and competitor relationships. AlphaSense streamlined their research workflow and helped answer complex investment questions. Summitry now gets a broader view of the market and plans to use more AI-driven features.

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Recurve Capital - Financial Services - Small

New York, USA
Investment research automation Expert transcript analysis Market intelligence Investment research

AlphaSense helps Recurve Capital save hours on investment research. The platform's smart search and filtering tools let Aaron Chan quickly... find relevant filings, transcripts, and news. AlphaSense Expert Insights gives access to over 66,000 expert transcripts for deeper company analysis. Aaron uses these features to check competitors and former employees. The intuitive interface and language processing make research faster and more accurate.

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Renaissance Macro - Financial Services - Small

New York, USA
Macro research workflow automation Research automation

AlphaSense helps Renaissance Macro analyst Howard Mason find macro themes faster. He uses AlphaSense to search many company documents by... theme and data source. This reduces time spent fact checking financial statements. The tool makes research more efficient and lets him serve clients better. Howard recommends AlphaSense for its AI search and easy interface.

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ODDO BHF - Financial Services - Large

Frankfurt, Germany
Investment research workflow automation Market trend analysis for portfolio management Investment research Competitive intelligence

AlphaSense helped ODDO BHF save 4-5 hours per week for each portfolio manager. The team used AlphaSense to centralize data... and speed up investment research. AI-powered search made it easier to spot market trends and leaders. ODDO BHF improved decision-making and reduced research blind spots. The platform boosted efficiency and helped the bank stay competitive.

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Papyrus Capital GP LLC - Financial Services - Small

New York, USA
Investment research for new markets Market analysis Investment management

AlphaSense helped Papyrus Capital research new investment opportunities in the solar industry. The platform's expert transcripts let Papyrus quickly analyze... company performance and industry trends. Nitin Sacheti used AlphaSense to identify high-growth areas like solar trackers. This made it easier to find valuable business opportunities and avoid information overload. Papyrus could now focus on the most promising investments faster.

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Wendel - Financial Services - Large

Paris, France
Portfolio company monitoring Investment opportunity identification Market intelligence Portfolio management

AlphaSense helped Wendel cut research time by 50%. The platform enabled faster market monitoring and improved the quality and quantity... of information sources. Wendel used AI-powered search to track portfolio companies and spot investment opportunities. Custom dashboards and search features let analysts extract insights from millions of documents. Team members highlighted real-time sentiment analysis and table extraction as key time-savers. Wendel now makes investment decisions with deeper, faster insights.

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Biotech investment firm (unnamed) - Financial Services - Small

Research content search and aggregation Knowledge management

AlphaSense helped a biotech investment firm save time by making research files easy to find. The team used to struggle... with slow, limited search on shared drives and SharePoint. With AlphaSense, they can search across all internal and broker research in one place. Analysts now find relevant documents with a single click. This led to faster, more confident investment decisions and better use of their research library.

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A $50B AUM fund of funds - Financial Services - Very Large

Investment research process automation Investment research

AlphaSense helped a $50B AUM fund of funds cut research time by 75%. The research team used to struggle with... scattered data and slow processes. With AlphaSense, they now access all research in one place and set real-time alerts. The team finds new investment opportunities faster. Output quality improved and research is more accurate. AlphaSense is now their go-to platform for investment research.

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Richardson GMP - Financial Services - Medium

AlphaSense helped Richardson GMP's investment analyst save 25% of his time during earnings season. The platform automated research, consolidated documents,... and enabled quick access to SEC filings, broker research, and event transcripts. Features like black-lining, table export, and sentiment analysis made it easier to spot changes and key themes. The analyst used the time saved to refine strategies and improve investment recommendations. AlphaSense boosted productivity and confidence in research outcomes.

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Summitry LLC - Financial Services - Small

AlphaSense Expert Insights helped Summitry LLC improve investment research. The team replaced costly expert networks with AlphaSense’s transcript library. This... change gave them faster access to expert interviews and deeper market insights. Summitry found answers to complex questions and reduced research costs. The platform streamlined their workflow and gave them a broader view of industry trends.

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A highly regarded asset manager - Financial Services - Large

Due diligence research automation Investment research

AlphaSense helped a leading asset manager cut due diligence research time by 50-75%. Analysts used AlphaSense to quickly find key... information, reducing time spent on manual searches. The team now needs fewer new hires and can handle more deals at once. AlphaSense's advanced search and unique content sets improved confidence in investment decisions. Analysts now spend more time on high-value tasks, leading to better credit decisions.

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A $50B AUM fund of funds - Financial Services - Large

Investment research workflow automation Investment research

AlphaSense helped a $50B AUM fund of funds cut research time by 75%. The seven-person research team used to struggle... with scattered data and inefficient workflows. With AlphaSense, they now access all research in one platform, set real-time alerts, and run thematic searches. The team tracks new companies and answers questions faster. Output quality improved, and research is more comprehensive and accurate.

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Unnamed biotech investment firm - Financial Services - Small

Research content search and aggregation Knowledge management

AlphaSense helped a biotech investment firm save time by making research content easy to find. The team struggled to search... their growing library of internal documents using basic tools. AlphaSense let them search across all files, including slides and spreadsheets, with one click. Analysts used filters, relevance scoring, and synonym recognition to quickly find the right information. They combined broker research with their own data, so they never missed key insights.

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A leading private equity firm - Financial Services - Large

Market research workflow automation Cross-team knowledge sharing Market intelligence Collaboration and knowledge management

AlphaSense helped a leading private equity firm speed up research by 300%. The firm replaced slow, manual research with AI-powered... tools. Teams now get faster, more accurate insights for investment decisions. Data is more reliable and easy to share across teams. The platform cut research time and improved collaboration. The firm now uses smarter data to grow and compete.

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YH2 - Financial Services - Small

Singapore, Singapore
Investment research process automation Knowledge sharing for investment teams Investment research Collaboration enablement

AlphaSense helped YH2 speed up investment research by 8×. Analysts now finish deep-dive analysis in less than half a day.... The platform unified internal and external insights, ending knowledge silos. Data consolidation that took hours now takes minutes. Teams share findings easily and work together better. YH2 makes faster, more confident investment decisions with AlphaSense.

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Wendel - Financial Services - Large

Paris, France
Market monitoring for investment research Portfolio company performance tracking Investment research Market intelligence

AlphaSense helped Wendel cut research time by 50%. The firm used AlphaSense to monitor portfolio companies and find investment opportunities.... Wendel accessed millions of documents and improved the quality and quantity of their information sources. Custom dashboards and search features let them find market insights faster. Team members saved time with features like Company Topics explorer and Table Extraction to Excel. Wendel now makes faster, better investment decisions using AlphaSense.

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ODDO BHF - Financial Services - Large

Frankfurt, Germany
Investment research workflow automation Market trend analysis for portfolio management Investment research Competitive intelligence

AlphaSense helped ODDO BHF save 4-5 hours per week for each portfolio manager. The team faced information overload from tools... like Bloomberg and FactSet, slowing investment decisions. AlphaSense centralized data and used AI to speed up research and trend analysis. Portfolio managers now make faster, more confident investment choices. The platform reduced research blind spots and improved competitive intelligence.

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Renaissance Macro (RenMac) - Financial Services - Small

New York, USA
Equity research automation Research automation

AlphaSense helped Renaissance Macro automate its equity research process. Before, Howard Mason spent hours searching through company filings and transcripts.... With AlphaSense, he now finds key insights in seconds using AI-powered search. The platform lets him search across many sources at once. This saves time and reduces the risk of missing important information. Howard calls AlphaSense the "Google for company and financial documents."

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Pharmaceuticals Case Studies and Customer Success Stories with AlphaSense

 

a leading biopharmaceutical insights company - Pharmaceuticals - Medium

Drug projection analysis Accessing expert interviews for investment decisions Market intelligence Pharmaceutical research

AlphaSense helped a leading biopharma insights company improve drug projection analysis. The team used AlphaSense to access detailed investor reports... and expert interviews. This gave them deeper insights into drug methodologies and market trends. Expert Insights provided access to key opinion leaders, which was not possible before. The company made faster, more informed investment decisions. Customer satisfaction and renewals increased as a result.

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3T Biosciences - Pharmaceuticals - Small

South San Francisco, USA
Market research consolidation Competitive intelligence gathering Market research Competitive intelligence

AlphaSense helped 3T Biosciences find research data fast. 3T used AlphaSense to get company and industry insights in one place.... The platform saved 3T time and money by replacing multiple subscriptions. 3T’s team liked the easy search and wide range of publications. AlphaSense’s AI alerts helped 3T work without a dedicated CI team. 3T plans to use more AlphaSense AI features in the future.

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The Menarini Group - Pharmaceuticals - Very Large

Florence, Italy
Business research and market analysis Market intelligence

AlphaSense helped The Menarini Group, a global pharmaceutical company, find key business insights faster. The team used AlphaSense to access... clinical, commercial, and financial data in one place. This saved time and improved focus on strategic projects. AI-powered search features made it easier to find relevant information. Menarini’s team could make informed decisions more quickly using AlphaSense.

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Theramex - Pharmaceuticals - Large

London, UK
Market research workflow automation Competitive intelligence for M&A Market intelligence Mergers and acquisitions

AlphaSense helped Theramex cut research time and costs by unifying market intelligence. The platform replaced manual, fragmented research with a... single source for news, reports, and expert transcripts. Theramex used AlphaSense to improve decision-making and expand into new markets. The team gained faster, more confident insights for licensing and M&A opportunities. Generative AI features enabled instant synthesis of industry trends and competitor activity.

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Precision BioSciences - Pharmaceuticals - Medium

Durham, USA
Market intelligence for strategic decisions Competitive intelligence

AlphaSense helped Precision BioSciences cut research costs by $70,000 each year. The platform reduced the time to find market insights... from 24 hours to just 30 minutes. Abhishek Chandiramani, director of competitive intelligence, uses AlphaSense to track industry trends and make strategic decisions. The AI-powered search and dashboard features let his team organize news, earnings calls, and research milestones. Precision BioSciences now relies on AlphaSense for fast, reliable market intelligence.

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Merz Aesthetics - Pharmaceuticals - Large

Raleigh, USA
Earnings recap research automation Real-time insights sharing Market intelligence Collaboration enablement

AlphaSense helped Merz Aesthetics' Director of Market Intelligence meet tight 6-hour earnings recap deadlines, even as a one-person team. The AI-powered platform... enabled faster research and real-time sharing of insights with a global team. Stephanie Proesel used AlphaSense to gather all critical information in one place, boosting her confidence and output. The solution improved internal processes and allowed her to deliver results ahead of expectations.

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Galápagos NV - Pharmaceuticals - Large

Mechelen, Belgium
Competitive intelligence for biotech R&D Cross-functional market insights Competitive intelligence Market research

AlphaSense helped Galápagos NV speed up competitive intelligence by 120x. The team used AI-generated summaries to quickly access insights from... broker research and expert opinions. This reduced manual work and improved decision-making in biotech R&D. AlphaSense enabled faster analysis of market trends and drug trial outcomes. The platform is now used across finance, business development, and clinical teams for trusted, actionable insights.

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Molekule Consulting - Pharmaceuticals

AlphaSense helped Molekule Consulting save over 10 hours per week with AI-powered search. The team used AlphaSense to access thousands... of datasets in one place. This made their research faster and improved the quality of their insights. Alerts and feeds helped them find new information quickly. The team stayed productive and confident while working remotely during COVID.

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A multinational pharmaceutical company - Pharmaceuticals

AlphaSense helped a multinational pharmaceutical company improve competitive intelligence during COVID-19. The CI team used AI-powered search and workflow tools... like Notebook to save time and organize insights. Topic clustering NLP expanded their COVID-19 research beyond their industry. The team reduced time spent on ad hoc requests and improved collaboration. AlphaSense enabled deeper analysis and better decision-making for the company.

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Royalty Pharma - Pharmaceuticals - Medium

New York, USA
Research workflow automation for investment analysis Knowledge management for due diligence Research workflow automation Knowledge management

AlphaSense helped Royalty Pharma cut research workflow time by 30%. Analysts now use a single platform to access scientific publications,... regulatory documents, and internal data. AlphaSense’s genAI-powered search and workflow tools let 3-4 analysts do the work of over 100 people. The unified knowledge base improved decision speed and reduced manual research. Royalty Pharma now makes faster, more confident investment decisions.

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Galápagos NV - Pharmaceuticals - Large

Mechelen, Belgium
Competitive intelligence for R&D Market trend analysis for drug development Competitive intelligence Market research

AlphaSense helped Galápagos NV speed up competitive intelligence by 120x. The team used AI-generated summaries to quickly access insights from... broker research and expert opinions. This reduced manual work and improved decision-making in biotech R&D. AlphaSense provided a trusted, one-stop platform for market trends and pipeline analysis. The solution supported cross-functional teams in finance, business development, and clinical research.

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Merz Aesthetics - Pharmaceuticals - Large

Raleigh, USA
Earnings recap research automation Real-time insights sharing for global teams Market intelligence Collaboration enablement

AlphaSense helped Merz Aesthetics' Director of Market Intelligence meet tight 6-hour earnings recap deadlines, even as a one-person team. The AI-powered platform... enabled faster research and improved collaboration with the global team. Stephanie Proesel used AlphaSense to gather insights, organize information, and share real-time updates. She became more confident in her output by accessing comprehensive content sources. AlphaSense allowed her to deliver results ahead of expectations and scale her impact.

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Theramex - Pharmaceuticals - Large

London, UK
Market research workflow automation Competitive intelligence for expansion Market intelligence Mergers and acquisitions

Theramex used AlphaSense to improve market research and decision-making. Before AlphaSense, their team spent a lot of time on manual... research and used many sources. AlphaSense gave them one place to find trusted market intelligence. This helped them make faster, more confident decisions. The team saved time and money on research and improved the quality of their insights. AlphaSense’s generative AI and expert transcript library helped Theramex expand into new markets and launch new products.

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The Menarini Group - Pharmaceuticals - Very Large

Florence, Italy
Business and medical research automation Market intelligence

AlphaSense helps The Menarini Group find key business and medical insights fast. The team uses AlphaSense to access clinical, commercial,... and financial data in one place. This saves time and helps them focus on important projects. AI-powered search lets them find relevant information without reading every document. Menarini’s team can now make better decisions with more complete data.

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Information Technology and Services Case Studies and Customer Success Stories with AlphaSense

 

Tech Mahindra - Information Technology And Services - Very Large

Pune, India
Market and competitor research automation Market intelligence Competitive analysis

AlphaSense helps Tech Mahindra's Market & Competitive Insights team cut search time and find insights faster. The team uses AlphaSense... to track market trends and competitor activity in one dashboard. This lets them support more RFPs and respond to customer needs quickly. AlphaSense also helps them spot new business opportunities and save money. The tool gives access to broker research and smart keyword searches for better results.

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NetApp - Information Technology And Services - Very Large

San Jose, USA
Corporate strategy research automation Competitive intelligence for executive decisions Market intelligence Competitive benchmarking

NetApp used AlphaSense to speed up executive research by 70%. The corporate strategy team unified internal and external data into... one AI-powered platform. AlphaSense automated research, making it easy to find answers and spot new competitors. The team now delivers faster, fully cited insights for high-stakes decisions. NetApp saves time and compounds knowledge for better strategy work.

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Evoque Data Center Solutions - Information Technology And Services - Large

Dallas, USA
Competitive intelligence research automation Market research

AlphaSense helped Evoque Data Center Solutions speed up research and boost confidence in their findings. The Director of Competitive Intelligence... used AlphaSense to access broker research and premium content not found elsewhere. He found key pricing data from Barclays Research in under a minute. The platform made ad hoc research requests much faster, cutting tasks from a day to seconds. AlphaSense increased productivity and added credibility to the team's work.

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E2open - Information Technology And Services - Large

Austin, USA
Competitive intelligence research automation Sentiment analysis for market insights Competitive intelligence Market research

AlphaSense helped e2open automate competitive intelligence research. Manual searches that took hours are now done in minutes. The AI-powered platform... finds key topics in documents and reports. E2open uses sentiment analysis and fast access to competitor data. Daniel Heffner says AlphaSense saves him hundreds of hours each year.

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Global science and technology leader - Information Technology And Services - Very Large

Market intelligence search and synthesis Cross-team collaboration on insights Market intelligence Collaboration enablement

AlphaSense helped a global science and technology leader unlock hidden market intelligence. Teams used AI-powered search to find and share... insights faster. The platform unified scattered data, making it easy to access and use. Collaboration improved as teams could annotate and share findings. Time spent searching dropped, letting teams focus on strategy. The company now responds to executive requests much faster.

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Fortune 50 multinational technology firm (MD&I team) - Information Technology And Services

AlphaSense helped a Fortune 50 technology firm's MD&I team answer complex business questions faster. The team struggled with slow, incomplete... data searches and limited sources. AlphaSense's platform unified content and used a Relevance score to surface key insights. Real-time alerts kept the team updated on competitors. The team now spends less time searching and more time on high ROI analysis, boosting confidence and efficiency.

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Corporate Development team at a leading cloud service provider (FAANG) - Information Technology And Services

AlphaSense helped a corporate development team at a top cloud service provider speed up research for acquisitions. The team struggled... with slow, manual review of broker research and complex search queries. AlphaSense’s AI-powered search and Wall Street Insights let them find key insights fast, even in long reports. The platform highlighted relevant sections and gave access to embargoed broker research. The team saved massive amounts of time and improved their research process.

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A global technology leader - Information Technology And Services - Very Large

Market intelligence workflow automation Automated reporting for leadership updates Market intelligence Competitive analysis

AlphaSense helped a global technology leader cut research time from days to hours. The company faced information overload and slow... reporting from fragmented tools. AlphaSense’s AI-powered platform centralized market intelligence and automated reporting. Teams now get high-quality, relevant insights faster. Leadership makes decisions with more confidence. Manual alert processing was eliminated, freeing teams for strategic work.

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NetApp - Information Technology And Services - Large

San Jose, USA
Corporate strategy research automation Competitive intelligence for executive decisions Market intelligence Competitive benchmarking

AlphaSense helped NetApp speed up executive request turnaround by 70%. NetApp used AlphaSense to unify internal and external intelligence into... one AI-powered platform. The platform automated research, delivered fully cited insights, and revealed niche competitors. NetApp’s strategy team now spends less time on manual research and more on strategic analysis. AlphaSense enabled faster, more confident decisions for NetApp’s leadership.

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Manufacturing Case Studies and Customer Success Stories with AlphaSense

 

Schneider Electric - Manufacturing - Very Large

Rueil-Malmaison, France
Market insights for sustainability strategy Market intelligence

Schneider Electric uses AlphaSense to reach its sustainability goals. The company leverages AlphaSense to gain deeper market insights. This helps... them make faster global decisions. AlphaSense supports Schneider Electric’s corporate strategy team. The platform enables quick access to information from millions of research documents. This drives better decision-making for sustainability initiatives.

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Global manufacturing leader - Manufacturing - Very Large

Market intelligence unification Collaboration and knowledge sharing Market intelligence Collaboration enablement

AlphaSense helped a global manufacturing leader overcome information overload. The company unified fragmented data and reduced costly research with AlphaSense’s... AI-powered market intelligence platform on AWS. Teams made faster decisions and saved on operational costs. The platform enabled quick identification of growth opportunities and improved collaboration. The company built a scalable intelligence framework and strengthened its competitive edge.

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Siemens - Manufacturing - Very Large

Munich, Germany
Competitive research automation Market trend analysis Market intelligence Competitive analysis

AlphaSense helps Siemens improve competitive research. Bob Nelson, market intelligence leader, used to spend days sorting through Google alerts and... paywalled reports. With AlphaSense, he sets up watchlists and uses AI-powered search to find key insights faster. He now spends less time on busy work and more on high-value analysis. Access to premium broker research is easier and more comprehensive.

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KEMET - Manufacturing

AlphaSense helped KEMET's Investor Relations team speed up research and meet deadlines early. The team set up daily alerts to... stay updated on news and peer activity. They used sentiment analysis to prepare for earnings calls and analyze transcripts. Keyword search and filtering made it easy to find data in filings and press releases. The team now spends less time on manual research and more on strategic work.

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A leading manufacturer in hand and power tools - Manufacturing

AlphaSense gives a leading hand and power tools manufacturer faster access to premium equity research. The Investor Relations team uses... Wall Street Insights to find crucial market data and trends. AI-powered search and daily alerts help them uncover insights and improve workflow speed. The team saves time by searching and summarizing reports in one platform. Personalized support from AlphaSense boosts their confidence and efficiency.

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Siemens - Manufacturing - Very Large

Munich, Germany
Competitive research automation Market trend analysis Market intelligence Competitive analysis

AlphaSense helps Siemens speed up competitive research. Bob Nelson's team used to spend days sorting through Google alerts and paywalled... reports. With AlphaSense, they set up watchlists and filters to find key market insights faster. The platform gives them access to premium broker research in one place. Now, Siemens spends less time on busy work and more time on high-value analysis.

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3M - Manufacturing - Very Large

Saint Paul, USA
Research synthesis and management Collaboration on strategic insights Knowledge management Collaboration

AlphaSense helped 3M's Global Strategy and Market Development team manage information overload. The team used AlphaSense to gather, search, and... synthesize research in one platform. This made it easier to find key data and respond quickly to executive requests. Collaboration improved with features for sharing and annotating documents. The easy-to-use interface reduced frustration and saved time. 3M now spends more time on impactful work and less on searching for information.

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Hospital & Health Care Case Studies and Customer Success Stories with AlphaSense

 

Cardinal Health - Hospital & Health Care - Very Large

Dublin, USA
Healthcare market research automation Competitive intelligence for M&A and partnerships Market research Competitive intelligence

AlphaSense helped Cardinal Health's Center of Excellence team save about 45 minutes each day on research. The team used AlphaSense... to search many datasets quickly and find key information faster. This let them spend more time on strategic work and less on manual searching. AlphaSense's AI search gave them confidence they were seeing all relevant research. Daily alerts kept them updated on important healthcare topics and trends.

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Fresenius - Hospital & Health Care - Very Large

Bad Homburg, Germany
Investor relations workflow automation Market sentiment monitoring Investor relations Market intelligence

AlphaSense helped Fresenius save several hours each week in their investor relations workflow. The platform made it easy to monitor... market sentiment and deliver consistent messaging across teams. Fresenius used AlphaSense to quickly find sources in news and analyst reports. The team customized dashboards and set alerts for real-time updates. They gained access to more broker research and improved their digital communications. Fresenius won a "Digital Communication" award for their success.

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Fresenius - Hospital & Health Care - Very Large

Bad Homburg, Germany
Investor relations workflow automation Market sentiment monitoring Investor relations Market intelligence

AlphaSense helped Fresenius save several hours each week in their investor relations workflow. The platform enabled the team to monitor... market sentiment and deliver consistent messaging across teams. Fresenius used AlphaSense to quickly gather insights from analyst reports, company documents, and press releases. Personalized dashboards and real-time alerts made it easier to track competitor developments and market trends. The team won a digital communication award for their improved workflow and efficiency.

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Accounting Case Studies and Customer Success Stories with AlphaSense

 

BDO USA - Accounting - Very Large

Chicago, USA
Client meeting preparation Compliance research and monitoring Client engagement Compliance management

AlphaSense helped BDO USA cut research time from hours to minutes. The platform gave BDO teams fast access to cited... intelligence for client meetings. BDO used AlphaSense to prepare for executive briefings and compliance conversations. The tool enabled BDO to surface critical client issues and deliver value in every meeting. BDO integrated AlphaSense with their own workflows to centralize insights and improve client preparation.

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HelloInfo - Consulting - Small

AlphaSense helps HelloInfo, a Toronto-based strategic research firm, deliver faster and more actionable insights to clients. The small team needed... a market intelligence platform with strong search and keyword features. AlphaSense provides broker research, event transcripts, and expert interviews in one place. The platform saves HelloInfo significant time and money. Its user-friendly interface and comprehensive search make it essential for their consulting work.

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Computer Software Case Studies and Customer Success Stories with AlphaSense

 

Salesforce - Computer Software - Very Large

San Francisco, USA
Competitive intelligence research Market intelligence

Salesforce uses AlphaSense to track competitors and make faster strategic decisions. The competitive intelligence team relies on AlphaSense for primary... and secondary research. They use insights from the Expert Transcript Library to stay ahead of the competition. AlphaSense helps Salesforce play offense more effectively in the CRM market. The platform supports the team in making informed choices quickly. This boosts Salesforce's ability to respond to market changes.

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Salesforce - Computer Software - Very Large

San Francisco, USA
Competitive intelligence research Market intelligence

Salesforce uses AlphaSense to track competitors and make strategic decisions faster. The competitive intelligence team relies on AlphaSense for primary... and secondary research. They use insights from the Expert Transcript Library to stay ahead of the competition. AlphaSense helps Salesforce play offense more effectively in the CRM market. The platform supports faster, more confident decision-making for the team.

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Oil & Energy Case Studies and Customer Success Stories with AlphaSense

 

A major North American midstream company - Oil & Energy - Large

USA
Market intelligence gathering Broker research access Market research Competitive intelligence

AlphaSense helped a major North American midstream company save time gathering market intelligence. The company used AlphaSense to access broker... research and expert insights. The intuitive search platform made it easy to find relevant data on industry trends and competitors. Before AlphaSense, the team relied on scattered Google searches and emails. Now, they quickly extract insights to navigate the energy transition. The team feels more informed and efficient with AlphaSense.

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A midstream energy investor - Oil & Energy

AlphaSense helped a midstream energy investor's IR team save hours each earnings season. The team used AlphaSense to gather earnings... transcripts, broker research, and peer coverage in one platform. Sentiment analysis let them compare their company to peers and track changes over time. Smart search and filtering made research faster and more accurate. The IR team now works with more speed and confidence, knowing they do not miss key insights.

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Management Consulting Case Studies and Customer Success Stories with AlphaSense

 

Solici - Management Consulting - Medium

Cambridge, UK
Competitive intelligence workflow automation Competitive intelligence Research workflow automation

AlphaSense helped Solici remove research bottlenecks and speed up insight delivery. Before, only a few analysts had access, causing delays... and manual work. Now, most of Solici’s 100+ analysts use AlphaSense, making research faster and easier. Real-time transcription and a single data hub let teams focus on strategic analysis, not manual tasks. Solici’s clients get timely, credible insights, boosting trust and retention.

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HelloInfo - Management Consulting - Small

Toronto, Canada
Market research for client deliverables Competitor analysis for consulting projects Market intelligence Competitor research

AlphaSense helps HelloInfo deliver research to clients faster. The Toronto-based consulting firm uses AlphaSense to find market insights and competitor... data quickly. The platform gives HelloInfo access to broker research, event transcripts, and expert interviews in one place. AlphaSense's search and keyword features save the team time. HelloInfo values the convenience and actionable insights AlphaSense provides for their client work.

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Marketing and Advertising Case Studies and Customer Success Stories with AlphaSense

 

System1 - Marketing And Advertising - Medium

Los Angeles, USA
Investor relations data analysis Earnings call summarization Investor relations Financial reporting

System1 used AlphaSense to improve investor relations and corporate finance workflows. Before AlphaSense, the team struggled to gather and summarize... industry data quickly. With AlphaSense, they now access real-time insights and smart summaries, saving time during earnings season. The platform helped System1 reduce agency costs and enabled better collaboration across finance and IR teams. AlphaSense supports faster, more confident decision-making for System1 as a public company.

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System1 - Marketing And Advertising - Medium

Los Angeles, USA
Investor relations data analysis Financial reporting support Investor relations Financial reporting

System1 used AlphaSense to improve investor relations and financial reporting. The team quickly summarized industry insights and peer earnings, saving... time during earnings season. AlphaSense replaced manual research and external agencies, cutting costs and boosting efficiency. The platform helped System1 benchmark against competitors and prepare investor messaging. The CFO said AlphaSense gave the team confidence and faster access to key data.

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Banking Case Studies and Customer Success Stories with AlphaSense

 

Emirates NBD Capital - Banking - Very Large

Dubai, UAE
Accelerating investment research workflows Client presentation content creation Deal management Customer engagement

AlphaSense helped Emirates NBD Capital cut research time by 50%. The team now finds insights in seconds, not hours. AlphaSense... unified broker reports, filings, and expert calls in one AI-powered platform. This let the bank handle more deal mandates without adding staff. Client presentations improved with fast, high-quality data. The bank expanded AlphaSense use across teams for smarter, faster decisions.

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Medical Devices Case Studies and Customer Success Stories with AlphaSense

A Fortune 500 medical device company - Medical Devices

AlphaSense helped a Fortune 500 medical device company’s strategy team speed up research and improve analysis quality. The team used... AlphaSense’s intelligent search to access over a decade of filings, transcripts, and broker research in one place. This made it easier to track trends, compare quarters, and find historical data. The product manager now feels more confident and produces more compelling reports. Research time dropped, and the team can quickly get smart on new markets and competitors.

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Information Services Case Studies and Customer Success Stories with AlphaSense

 

Arogyam Health Intelligence - Information Services - Small

India
Market research and analysis Market intelligence

AlphaSense helps Arogyam Health Intelligence find company data and market insights fast. The platform delivers relevant search results in half... the time compared to other tools. Its search algorithm is user-friendly and combines data from investment bank reports, press releases, and news alerts. Arogyam saves money by avoiding costly, irrelevant analyst reports. The tool reduces cognitive strain and helps deliver actionable insights to clients.

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Consumer Goods Case Studies and Customer Success Stories with AlphaSense

 

Essity - Consumer Goods - Very Large

Stockholm, Sweden
Competitive intelligence monitoring Market trend tracking Market intelligence Competitive analysis

AlphaSense helps Essity’s competitive intelligence team track competitors and market trends in real time. Before AlphaSense, analysts spent hours manually... searching for relevant news and data. The platform’s AI-powered dashboard filters out noise and highlights key updates, saving the team significant time. Essity now avoids blind spots and stays updated on competitor moves and market changes. The team relies on AlphaSense daily for fast, accurate insights.

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Wholesale Case Studies and Customer Success Stories with AlphaSense

 

Dow - Chemicals - Very Large

Midland, USA
Market intelligence for new opportunities Internal information sharing and collaboration Market intelligence Collaboration and knowledge sharing

AlphaSense helped Dow cut research costs and speed up decision-making. The team used AlphaSense to access real-time market intelligence and... break down information silos. They replaced expensive expert calls and fragmented research tools with one platform. Dow’s business development team found information faster and shared it more easily. The platform’s alerts and search features reduced digital overload and improved collaboration. Dow now gets up to speed on new markets quickly and efficiently.

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Other Industry Case Studies and Success Stories with AlphaSense

 

Dow - Chemicals - Very Large

Midland, USA
Market intelligence for new opportunities Internal information sharing and collaboration Market research automation Collaboration enablement

AlphaSense helped Dow cut research costs and speed up decision-making. The platform replaced expensive expert calls and broker research. Dow's... team found information faster and shared it more easily. AlphaSense reduced "digital debt" and improved collaboration. The team now gets targeted alerts and can focus on new market opportunities. Dow saw value in less than a year and renewed their use of AlphaSense.

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Vale - Mining - Very Large

Rio de Janeiro, Brazil
Competitor trend analysis for mining Market research for strategic planning Competitive intelligence Market analysis

Vale uses AlphaSense Generative Search to track competitors and analyze market trends. The Corporate Strategy team leverages generative AI to... gather insights from sources like earnings calls and broker reports. This helps them quickly create reports for the Board of Directors. The tool saves time by summarizing key information, letting the team focus on strategic planning. Vale aims to lead in sustainable mining using these insights.

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NXP Semiconductors - Semiconductors - Large

Eindhoven, Netherlands
Market intelligence research Patent and industry trend discovery Market research Competitive intelligence

AlphaSense helped NXP Semiconductors cut research time by 50%. Monica Garcia San Millan used AlphaSense to find market intelligence, patents,... and industry trends faster. The platform’s search and Smart Synonyms features made it easier to find relevant documents. Monica found more information in less time compared to other tools. AlphaSense improved her workflow and helped her stay current on industry topics.

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Orica - Mining - Large

Melbourne, Australia
Investor communications research automation Board-ready narrative development Market intelligence Stakeholder communications

AlphaSense helped Orica's communications team cut weeks of manual research down to minutes. The team now delivers investor-grade insights with... full source citations, improving credibility and speed. Orica replaced costly consultant research with in-house analysis using AlphaSense dashboards, Deep Research, and Generative Grid. The platform supports daily discovery, sentiment analysis, and board-ready presentations. Orica avoided tens of thousands of dollars in external spend and now crafts consistent, data-backed messages for all stakeholders.

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A leading semiconductor and display equipment company - Semiconductors - Very Large

California, USA
Market intelligence automation Investment opportunity assessment Market intelligence Investment analysis

AlphaSense helped a top semiconductor company support 22,000 employees with faster market intelligence. The e-Library team used AI to monitor... competitors and assess new investments. AlphaSense unified data sources, removed research bottlenecks, and automated alerts for competitor moves. The team gained access to broker research reports and saved time on manual document review. This led to more confident decisions and cost savings for the business.

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Unnamed aerospace company - Aerospace - Very Large

Competitive intelligence research Market research

AlphaSense helped a large aerospace company's competitive intelligence team speed up research. The team used AlphaSense to access equity research,... press releases, and investor presentations. They replaced slow, expensive legacy tools with AlphaSense's AI-powered search. The new workflow let them find insights faster and focus on strategic recommendations. Equity research from Wall Street Insights became a key driver for their analysis.

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Schneider Electric - Energy - Very Large

AlphaSense helps Schneider Electric reach its sustainability goals. The company uses AlphaSense to get deeper market insights. This lets them... make faster global decisions. AlphaSense supports their corporate strategy in the energy sector. The platform gives Schneider Electric an edge in sustainability and market intelligence.

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Unnamed aerospace company - Aerospace - Very Large

Competitive intelligence research Market research

AlphaSense helped a large aerospace company's competitive intelligence team speed up research. The team used AlphaSense to access equity research,... press releases, and investor presentations. Powerful AI search let them find insights faster and cut research time. The platform replaced legacy tools that were slow and costly. Now, the team delivers strategic recommendations more quickly using high-impact data.

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Vale - Mining - Very Large

Rio de Janeiro, Brazil
Competitor trend analysis for mining Market research for strategic planning Competitive intelligence Sustainability strategy

Vale used AlphaSense Generative Search to track competitors and analyze market trends. The Corporate Strategy team needed to quickly gather... insights on product diversity, returns, sustainability, and investments. AlphaSense helped them find and summarize key information from sources like earnings calls and broker reports. This saved time and improved their reports to the Board. Vale now uses these insights to support its goal of leading in sustainable mining.

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Papyrus Capital GP LLC - Financial Services

AlphaSense helped Papyrus Capital GP LLC find new investment opportunities. Papyrus needed a way to analyze large amounts of company... data and identify growth prospects. AlphaSense's Expert Transcripts let them quickly research industries like solar and ask experts direct questions. This made it easier to spot trends and understand company challenges. Papyrus used these insights to make better investment decisions.

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GenScript ProBio - Healthcare & Life Sciences

AlphaSense helped GenScript ProBio cut research time from six months to two weeks. The Head of Marketing used to spend... weeks on manual research and vetting third-party analysts. AlphaSense's Smart Summaries feature made it easy to get up-to-date company and industry data. The platform let the team find insights in a single session. This led to faster, more confident decisions and big time and cost savings.

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Customer Success Stories of AlphaSense

 

BDO Promotes Client Success with AI-Driven Intelligence from AlphaSense

BDO USA enhances its client services by using AlphaSense's AI-driven intelligence platform. This tool streamlines research workflows, allowing BDO to... quickly synthesize insights and improve client interactions. By integrating AlphaSense, BDO can efficiently manage information, maintain a human-centric approach, and deliver value in client meetings and executive briefings.

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Orica Unifies Investor, Corporate, & Market Intelligence with AlphaSense

Orica has adopted AlphaSense to unify its investor, corporate, and market intelligence, enhancing its communication strategy. This integration allows Orica... to streamline research, validate messaging, and reduce reliance on external consultants. By leveraging AlphaSense's tools, Orica's communications team can deliver faster, high-quality insights with verifiable sourcing, improving decision-making and cost efficiency.

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