The Investment Intelligence Revolution: What We Learned at AInvest 2025

We recently held our flagship AInvest 2025 conference, bringing together visionaries, innovators, and financial leaders to ask a critical question facing the finance industry: how is AI transforming the investment landscape? From global financial institutions to fast-moving fintech startups, the answer was clear: the future of investing will be driven by intelligent, actionable insights, and it’s already here.

Opening the Revolution: From Vision to Reality

The event opened with a keynote from Gaby Diamant, Co-Founder and CEO of BridgeWise, who reflected on our founding vision:

“When we founded BridgeWise in 2019, we had a clear vision: To transform the fragmented world of investments into a global, accessible, and transparent network of opportunities for everyone. Every morning, we wake up with one goal—to empower millions of investors around the world to make informed decisions about any asset, anywhere, in any language.”

Diamant further explained that both BridgeWise, and the AI industry have passed key milestones over the past few years, as AI has matured from a technology that faced significant skepticism, to one that is now a must have for multiple business categories.

“When we started, people asked us if this kind of AI solution was even possible. By 2021, they started asking how. We built the ‘brain’ of BridgeWise by training our proprietary AI model on 20 years of historical data, delivering explainable, actionable insights at scale. In 2025, with full market presence in Israel and offices in Brazil, Europe, Asia, and the UAE—the conversation is no longer about if or how. Today, AI in finance is not a nice-to-have. It’s the new baseline.”

This opening session established the throughline for the entire event: the investment intelligence revolution is well underway.

Where Do Things Stand After the 2023 AI Tipping Point

While ChatGPT may have first launched in November of 2022, it was 2023 that served as a tipping point for the AI industry as we all witnessed an explosion of rapid development and adoption of AI tools. 

In the panel “The Intelligent Bank: How AI is Transforming the Banking Industry,” the participants reflected on where the AI and investment spaces stand now following the last two breakout years for AI.

Keshet Brosh, Business Development Lead at AWS, highlighted that 2023 could be categorized as a year of POCs across financial institutions. Banks began experimenting with AI not just for back-office automation but also for client-facing solutions.

Echoing her sentiments, Limor Shvartz, Head of Data & AI at FIBI, confirmed the shift:

“Although we’re not the biggest bank, it was important for us to be one of the first to offer AI-powered tools to both our employees and customers. My 20-year-old daughter is now making investment decisions—and knows things I never knew at her age.”

This idea drives home two important lessons that need to be learned. First, rather than replacing human knowledge or skills, AI is expanding information and abilities and serving as an important enabler. Second, a generational shift in investor behavior is underway, underscoring the urgency for institutions to evolve—fast.

AI – Buy or Build? Four Views from the Frontlines

Like many other technologies, businesses are faced with the question of building their own solution or buying a solution from a provider. This played out previously in the mobile space, with on premise data centers vs the cloud, and now we’re seeing all categories of business tackle this challenge with AI.

This question, and the specific way financial institutions are answering it, was a recurring debate across the event.

This topic was front and center during the session “Empowering Modern Financial Services: The Role of AI and Technology in Redefining Investment Intelligence, ” which was hosted by Michal Freeman-Shor, Head of Primary Markets – Israel at the London Stock Exchange Group. During the panel, industry leaders shared their perspectives:

• Shay Heffetz, Director of Quantitative Investment Strategies at eToro, offered a split approach: “If the technology is core to your business, build it. If not, buy it. You don’t build your own CRM, and the same goes for many AI tools.”
• Tomer Baumel, CEO and Founder of Solitics, strongly favored buying: “The level of specialization and efficiency that external companies bring to the table often outperforms internal development. It’s about focus—banks shouldn’t reinvent the wheel.”

• Eden Ben-Artsy, CTO of IBI Brokerage, added:“We believe in a hybrid model—where we integrate best-in-class external solutions and customize what really matters for our users. Time to market is critical.”

• Lahav Savir, Founder & CTO at AllCloud, emphasized readiness and scalability: “Building AI internally requires not just vision but infrastructure, data governance, and constant iteration. If you want impact today, partnering is the way forward.”

The conclusion? There’s no one-size-fits-all answer—but speed, flexibility, and user value are driving the decisions.

A Buy Example from IBI, a BridgeWise Customer:

Company ID

• Vertical: Brokerage Platform
• Market: Israel
• Assets Covered: US Stocks, International Equities
• Language Needs: Hebrew
• # of Customers: 250,000+

The Customer

IBI is Israel’s second-largest brokerage platform, renowned for empowering self driven retail investors. Their flagship app, IBI SMART, enables low-cost U.S. stock trading while providing professional tools for independent portfolio strategy building.

The Challenge

Tackling Research Gaps to Prevent Investor Churn

Despite offering analyst recommendations and real-time updates, IBI struggled to keep users engaged due to coverage gaps in listed stocks and reports available only in English, which deterred Hebrew-speaking users.

The search bar further worsened the issue by directing users to stocks without research, leading to drop-offs and users seeking information elsewhere, returning to the platform on average after three days.

IBI needed to:

• Eliminate coverage gaps ensuring all stocks displayed recommendations
• Deliver research in the investors native language
• Streamline discovery and insights delivery to avoid session abandonment
  

   

The Solution

Seamless Integration of Research for an Enhanced Discovery and Trading Experience

IBI partnered with Bridgewise to transform their platform into a one-stop solution for discovery, investment intelligence and trading. Through a custom API integration, IBI addressed coverage and usability gaps to ensure a seamless investor journey.

The Results

By integrating localized investment intelligence with an intuitive user flow, IBI successfully retained users, enabled confident trading, and strengthened its standing as Israel’s leading brokerage platform, delivering a seamless and personalized investment experience.

Key Initiatives Included:

1. 1. 1. 1. 1. Enhancing Stock Discovery with a tailored screener that ensured full coverage.
2. Embedding stock insights in asset overviews to encourage views.
3. Adding clear Buy/Sell CTAs in detailed reports, prompting immediate trading decisions

Conclusion

Through its partnership with Bridgewise, IBI has strengthened its position as a leader in customer-focused brokerage services. By leveraging AI-driven solutions, IBI has enhanced the trading experience and empowered its retail investors. If you want to know more about Bridgewise investment intelligence solutions and how they can transform your company, reach out.

Delivering Global Solutions Tailored for Local Needs

BridgeWise’s role in this revolution was highlighted throughout the day. Our mission to turn complex data into digestible insights—available in any language—resonated strongly with attendees.

In November 2024, BridgeWise launched Bridget™, the world’s first AI chat assistant that delivers buy/sell recommendations and investment explanations tailored to capital markets. In a presentation highlighting improvements and new capabilities that we’ve added to Bridget, BridgeWise CBO Dor Eligula highlighted how these enhancements are expanding both the depth and breadth of the insights the platform delivers.

“Our ability to adapt our solutions, Bridget in particular, to local constraints, whether they’re regulatory or determined by the particular needs of the market, provides a level of flexibility that is critical for global financial platforms,” he said. “On top of this, financial institutions already have chat solutions in place, and don’t want to completely replace those solutions. So instead, we are adapting a flexible approach that will enable companies to integrate Bridget alongside their existing solutions, complementing them with our investment insights.”

The Revolutionary Moment is Now

The main lesson that we learned at AInvest is this: AI is not the future of investing—it’s the present.

From banks to trading platforms, from financial institutions to the world’s leading providers of AI technology, there was a broad consensus that companies should act now if they haven’t already.

The point was emphasized by Shay Heffetz from eToro:

“AI is not here to replace anyone—but the people who don’t adopt AI will be replaced.”

Today, millions of investors around the world are already using AI tools to guide their decisions. Platforms like BridgeWise are enabling this shift by making investment intelligence accessible, intuitive, and inclusive.

Ready to Lead the Change?

If you’re a financial institution looking to offer smarter tools to your clients—or an investor eager to stay ahead in a fast-moving market—now is the time to embrace the future.

You can learn more about the BridgeWise platform here or sign up for a demo and discover how transparent AI insights can revolutionize your investment services.