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.” Four 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.

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.