The New Era of Wealth Intelligence: Key Webinar Insights

The financial world is no longer just about reading balance sheets; it’s about capturing the pulse of the market in real-time. In order to better understand social market sentiment, and exand our wealth intelligence platform driven by AI insights, BridgeWise recently acquired Context Analytics, a leader in unstructured financial data processing.

We explored the acquisition as part of our ongoing webinar series, and discussed how the strategic union of BridgeWise and Context Analytics is redefining what “wealth intelligence” means for investors. Featuring BridgeWise and Context Analytics Co-founders and CEOs Gaby Diamant and Joe Gits, the webinar focussed on the new capabilities that are being enabled through the integration of the companies’ platforms.

By combining deep fundamental analysis with the raw power of social sentiment, we aren’t just providing data, we’re providing a roadmap for the future of wealth management.

You can watch the full webinar here, or explore the key takeaways from our discussions on how this partnership is transforming the investment landscape below:

Creating an End-to-End Wealth Intelligence Solution

Gaby summarized the acquisition as a key step in the continued evolution of BridgeWise’s capabilities. The company now offers insights and analysis that span the full spectrum of data sources, from fundamental analysis to unstructured social sentiment.

“Basically, what we are capable of today, after joining forces with Context Analytics, is to provide an end-to-end wealth intelligence,” Gaby said. “A full verticalized solution moving from raw, unstructured data, structuring it and moving it to a machine-readable format, analyzing it, and creating what is probably the largest database today of analyzed securities, over 70,000 securities in 20 different languages. Because we have the raw data that is machine-readable, what we created is a very large proprietary data lake that can enable the LLM of the future.”

Diverse Data Sets for the Next Era of Wealth

Joe expanded on this theme and explained the power of bringing together multiple, diverse data sets. When combined with new functional layers, this massive trove of data will enable additional categories of financial institutions to leverage AI-supported decision making.

“This really is the next era of wealth. We have been feeding traditional data sets and unstructured data sets into this data lake, and that data is really driving some of the largest investment decisions in the world from major funds,” Joe said. “Now what we’re doing is taking that cross-asset class coverage (equities globally, fixed income, ETFs, alternative assets) and providing a layer on top of that that does alerting, searching, and provides AI analyst reports and recommendations that are second to none.”

Tapping into Social Sentiment Will Aid Retail Investors

Joe further explored the integration of Context Analytics’ social scoring into BridgeWise and how it is opening an entire new data source for retail investors.

“What we’re going to be doing is integrating the social and news scoring, and making it suitable for retail investors. Current BridgeWise customers are going to get access to social data that is not available in the rest of the market,” Joe said. “Actionable insights for the end user? It’s pretty straightforward. We have found, and this is statistically significant, that social media breaks news. When conversations on social media get significantly more positive than they’ve been over a 20-day baseline, those securities go on to outperform. That’s the actionable insight.” 

A Shared Focus on Regulatory Compliance

Working with regulators and focusing on transparency and explainability is key to delivering AI-insights from broad data sources.

“One of the things we took upon ourselves is that everywhere we work, we speak with the regulators. We are not doing any shortcuts. It’s tough, but we are right now compliant with regulation in over 15 different territories and growing,” Gaby said. “We are dealing with the end investor, and we want to make sure they get a frictionless, hallucination-free, regulated answer that keeps them in the game. We will not answer questions about the weather, but we will answer very, very well if a company is worth investing in or not.”

If you’d like to learn more about BridgeWise and our wealth-intelligence AI platform, sign up for a demo today.