ChinaFinance and insurance2025 – ongoingOrient Securities
AI Analyst for asset-management investment research
Orient Securities said AI Analyst raised researchers' daily roadshow coverage from 3 to 40 sessions
Problem
Researchers at Orient Securities' asset-management subsidiary had limited capacity to cover investment roadshows.
Approach
The subsidiary used an AI Analyst system to support investment research. Orient Securities attributed increased daily roadshow coverage to this application in its sustainability reporting.
Results
Takeaway
The reported gain concerned information coverage; investment performance was not established.
Categories
- Industry
- Finance and insurance
- Business function
- Internal work and knowledge management
- Innovation type
- Process innovation
- AI technology
- AI agents
- Adoption
- Built in-house
- Evidence
- Company's own claim
Sources
Source summaries
Orient Securities identified AI Analyst at its asset-management subsidiary as an operational application. It reported that researchers' daily roadshow coverage rose from 3 sessions to 40, without describing the measurement method.
Full details are in the original sources.