On August 28, Team DiligenceVault hosted a live session for IR and RFP professionals across APAC, exploring the practical side of AI adoption, from building your first AI agent to deploying AI-powered autofill at scale within DiligenceVault.
Key Takeaways:
- How AI can accelerate DDQ and RFP responses while improving consistency and efficiency
- How different AI workflows can support investor and competitive research
- Failure modes to avoid when implementing AI
- Popular use cases where asset managers are deploying AI
We’ve now made the key takeaways available, including starter prompt templates, a sample .md file based on examples from the session, and detailed Q&A responses covering every question raised, including those we weren’t able to address live.
During the session, we shared practical examples and demonstrated how firms are leveraging AI across their IR and RFP workflows. Missed the session or want to revisit the discussion? Access the full takeaways and Q&A below.