Sentiment and Market Analysis
Agent to Agent (A2A) vs. Model Context Protocol (MCP)
Agent‑to‑Agent (A2A) vs. Model Context Protocol (MCP) — what’s the difference, and how to use them in asset & wealth management. Summary MCP standardises how an AI agent connects to tools and data (filesystems, databases, SaaS) through a client‑server protocol, solving the “N×M” integration problem and enabling secure, governed access to context. Think vertical integration:…
Read MoreData Concepts for Agentic AI Process Automation & Workflows
The infin8 simple guide to Data Concepts for Agentic AI Process Automation & Workflows Let’s start with some definitions: Ontology A shared definition of the core business concepts and how they relate. Gives AI clear concepts and relationships to reason about. Entity A real-world object or concept that data represents. Helps AI distinguish persona, products,…
Read MoreFrom Pilots to Platforms with Gen-AI for investment research, client communications and investment performance reporting commentary.
Summary; Pilots to Platforms with Gen AI and Agentic AI In asset and wealth management, AI has lingered too long in proofs‑of‑concept—interesting demos that rarely touched investment research, quarterly investment snapshots, factsheets, RFP responses, or client reporting. That phase is ending. With governance‑first platforms, multi‑agent orchestration, and human‑in‑the‑loop controls, ‘agentic AI’ is crossing the chasm…
Read MoreWhy Context Augmented Generation (CAG) Is Becoming Essential for Financial Services AI
Financial‑services firms are moving fast to embed AI into high‑value workflows — from investment research to compliance, reporting and client engagement. But as models become more powerful, the real differentiator isn’t just capability. It’s context. Context‑Augmented Generation (CAG) is emerging as a foundational architecture for financial‑services AI. It enhances the model’s output by integrating domain‑specific…
Read MoreHarnessing AI and LLMs in Financial Services: A Trustworthy, Secure, and Provider-Agnostic Approach
The financial services industry stands at a pivotal moment. With the rise of generative AI and large language models (LLMs), institutions have the opportunity to transform operations, enhance customer experiences, and unlock new efficiencies. Yet, this potential must be balanced with strict regulatory compliance, data security, and ethical responsibility. The key lies in adopting a…
Read MoreAI Innovations for Client Communication in Financial Services – September 2025 Newsletter
AI Innovations for Client Communication in under 5 minutes. A compelling read of the most recent product-related press releases from Google, Apple, Meta, Oracle, Anthropic, DeepSeek, Mistral, and OpenAI, with a focus on innovations relevant to investment management and client communication. Here at infin8 we remain agnostic to the choice(s) of LLM. We have capabilities…
Read MoreImpact Social, powered by AI infin8, introduces Social Media Analysis: Behavioural Intelligence Behind Early Non-Farm Payroll (NFP) Forecasting
In the world of financial markets, few data releases are as closely watched as the U.S. Non-Farm Payrolls (NFP) report. It’s a key indicator of economic health, influencing everything from interest rate expectations to equity and currency markets.
Read MoreTrump vs. data: do markets trust US stats anymore? Yes, with real time sentiment analysis
Firing of Bureau of Labor Statistics (BLS) Head and attempt on Federal Reserve Governor On August 1, 2025, President Trump fired Erika McEntarfer, the Commissioner of the Bureau of Labor Statistics, following a disappointing jobs report that showed only 73,000 jobs added in July, with 258,000 fewer jobs created in May and June than previously…
Read MoreTransforming Asset Management: AI-Powered Sentiment Analysis – Real Life Applications
Today, asset managers face an unprecedented challenge: making sense of vast amounts of unstructured data to drive investment decisions. With up to 80% of financial services data being unstructured, traditional analysis methods can’t keep up. This is where AI is revolutionising the landscape. Understanding the ‘Why’ Behind Market Movements Consider a scenario familiar to many…
Read MoreAI in Investment Operations: Moving Beyond Automation to Intelligence
The recent InvestOps survey reveals a striking insight: 75% of investment operations leaders understand AI’s potential benefits but need more guidance on practical implementation. This statistic reflects the industry’s current position—recognizing AI’s transformative power while grappling with how to deploy it effectively. The Evolution of Operational Efficiency Traditional approaches to operational efficiency in investment management…
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