Leveraging generative AI, Smart Summaries is the fastest way to pull timely insights from across the world’s most trusted content sources.

Here is what makes Smart Summaries different than other generative AI tools:

Our AI algorithms are never trained on any data or information that is uploaded into the platform by you - meaning all of your information is always private and never leaves our secure network.

Summaries are drawn directly from a curated collection of source content within the platform (not across the open internet) and we provide direct citation links back to the exact snippets and documents referenced for easy and secure verification.

Smart Summaries will be automatically generated and shown:

To surface Smart Summaries for any Earnings Call:

Once you've arrived at the Transcript Smart Summary, you'll be able to view the AI-generated Highlights, Lowlights, and Guidance summaries from the call, as well as a Q&A Highlights.

Select any summary item to be directed to the relevant talking point from the call. In addition, you can verify the statements by selecting the citations appended to each line item.

The Q&A Highlights table will summarize the most relevant questions asked during the call, and consolidate the answer given to each corresponding question. Citations exist on each summary, giving you the confidence of verification and trust.

To see Smart Summaries for Search, simply run any search with the Keyword search bar (either independently or combined with a Company & Ticker search)

After running your search, you'll be served with concise, relevant, AI generated summaries across earnings transcripts, broker research, and expert calls. AlphaSense will generate these summaries from the top 100 documents for each content set.

As always, Smart Summary bullets are clickable and take you to the exact snippet within a document, earnings call, or expert call transcript from which the insight was sourced.

To surface Smart Summaries for Company Pages:

Note: Smart Summaries will only be generated when searching single companies. Generating Smart Summaries for multiple companies (ex: searching using a Watchlist) is not supported at this time.

On the Company Overview Page, Smart Summaries will provide AI-generated summations for Earnings performance, Research perspectives, and Expert Calls.

Use the Earnings module to quickly pull overall Positives, Negatives, Outlooks, Q&A Analysis, and Topic Highlights from a company's latest earnings call.

Use the Research module to understand the breadth of the analyst perspective about a company. Research summaries are sourced from all of the broker research to which you are entitled through AlphaSense, which means users with access to our Wall Street Insights collection will see summaries that cover 1,500+ analyst perspectives. Sections of this module include Upgrades & Downgrades, Strengths & Opportunities, Weaknesses & Threats, and Competition.

Use the Expert Calls module to quickly spot trends, understand context, and get closer to the truth about a company, directly from its source. This module pours over our library of nearly 30,000 expert call transcripts to summarize a company's Strengths & Opportunities, Weaknesses & Threats, and Competition from the perspective of former executives, customers, and partners.

You now can leverage Smart Summaries across entire Industries!

Smart Summaries for Industries are a dashboard-style experience that allow you to explore key themes, earnings performance, and sentiment across an entire industry. These summaries are aggregated across companies, meaning you’re able to get a birds-eye view of what’s happening with all the major players in a given industry.