Insights & Research
Brexy Achieves SOC 2 Type I Compliance
Brexy Achieves SOC 2 Type I Compliance, Strengthening Our Commitment to Secure AI for Financial Services


How AI Is Changing the Investment Banking Analyst Role in 2026
Discover how AI is changing the investment banking analyst role in 2026, from automating repetitive tasks to enabling deeper analysis, client work, and AI oversight.

Investment Banking Workflow Automation: A Practical Guide for 2026
Learn how investment banking workflow automation streamlines research, financial modeling, due diligence, deal coordination, and pitch books in 2026.

Generative AI in Investment Banking: Real Use Cases
Explore real-world generative AI use cases in investment banking, from research and due diligence to deal documents, comps analysis, and pitch books in 2026.

What Is an AI Copilot for Investment Bankers and Do You Actually Need One?
An AI copilot for investment bankers is reshaping how deal teams work, Here is what it actually does, where it adds value, and what to look for before adopting one.

Investment Banking Automation: 5 Workflows That AI Is Transforming in 2026
Discover the 5 investment banking workflows AI is automating in 2026 — from document review to deal execution and what it means for deal teams.

How AI Simplifies Earnings Analysis for Asset Managers
Learn how AI earnings analysis helps asset managers process earnings reports, transcripts, and financial data faster to uncover investment insights and risks.
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