In today’s volatile financial climate, leaders can’t afford to wait weeks for answers. Strategy, risk, and CX teams need decision-ready intelligence delivered in real time. Yet many financial institutions are still slowed by familiar challenges: siloed research, duplicate spend, and insights that arrive too late to matter.
The good news? Leading firms are showing a better way forward. Here are five lessons from industry leaders who are redefining what market intelligence can deliver.
1. Eliminate Research Silos Across the Enterprise
Financial institutions license and generate massive amounts of content—economic forecasts, analyst reports, customer insights, and regulatory updates. Too often, it’s scattered across SharePoint folders, vendor portals, and department silos.
One top-10 bank consolidated internal and licensed content into a centralized SinglePoint™ portal, creating a single source of truth for strategy, compliance, and CX teams. The impact: faster decisions, stronger collaboration, and millions saved in avoided duplicate research.
2. Deliver Role-Based Intelligence Automatically
Executives don’t need the same intelligence as risk analysts or product strategists. But asking employees to hunt for relevant insights wastes time and increases the risk of blind spots.
Industry leaders are turning to AI-curated dashboards, newsletters, and alerts that automatically deliver what matters to each stakeholder. This ensures that insights arrive in the flow of work—tailored to role, context, and urgency—so every decision-maker acts with confidence.
3. Make GenAI Actionable on Trusted Foundations
Generic GenAI tools aren’t built for the regulatory, compliance, and licensing requirements of financial services. The result is often noise, not clarity.
Forward-looking institutions are embedding GenAI directly into SinglePoint™, where models are grounded in trusted internal and licensed content. Analysts summarize 80-page regulatory reports in seconds, run “more like this” searches, and surface signals aligned with the firm’s taxonomy. This isn’t AI theater—it’s AI engineered for enterprise-scale decisions.
4. Monitor Competitive and Regulatory Shifts in Real Time
In financial services, a delayed response to a competitor’s pricing change or an SEC ruling can translate into lost market share—or reputational damage.
That’s why leaders invest in continuous monitoring capabilities: real-time alerts, social sentiment analysis, and analyst briefings unified in one dashboard. Instead of reacting late, decision-makers anticipate change and act first.
5. Prove ROI on Research Investments
Financial services firms spend millions annually on subscriptions and research—but many can’t quantify the return.
Leading organizations track usage, dashboards, and alert engagement to pinpoint which content delivers value. One global bank avoided $1.25M in duplicate vendor spend by consolidating access, while others report $4.5M+ in annual productivity gains from accelerated research cycles.
From Insight to Impact
For financial services firms, market intelligence isn’t just a research function—it’s a strategic asset. Institutions that centralize intelligence, automate delivery, and operationalize GenAI don’t just keep pace with change—they set it.
Ready to turn research into results? Let’s talk.
