Introduction

“The rapid development of artificial intelligence is increasingly shaping the financial markets. For investors, it opens new opportunities to interpret market dynamics — opportunities Vontobel wants to help make accessible. That is why we are deepening our collaboration with AIISA, whose technology helps investors identify key market signals and transform them into insights that support investment decisions,” says Erik Östensson, Public Distribution Execution Nordics at Vontobel.

The first step in the expanded partnership is to support more investors trading products linked to the OMXS30 Index — both externally and internally. For products based on equities listed on Nasdaq Stockholm, Vontobel is also exploring the integration of the Aiisa Investment Banker Report, described later in the article.

Always verify the quality of your AI partner

With generative AI now widely available through tools like ChatGPT and Microsoft Copilot, it is more important than ever to ensure that the AI you rely on is fit for purpose. In professions where every number and phrase carries weight, it is essential to use AI tools capable of delivering accurate, reliable facts. Always look for ways to validate the correctness of your AI partner’s output.

Conducting such due diligence takes effort, but it pays off many times over. The article presents an example of what can go wrong when analyzing company reports with generalist AI models.

The Generalist vs. the Specialist — analyzing company reports

The article compares ChatGPT and Aiisa by asking both models four factual questions about Investor AB’s Q3 2025 report. The results (illustrated in Figures 1–4) show that ChatGPT’s answers are often approximate, incomplete, or incorrect, even though Investor is one of the most well‑documented companies on the Swedish market. A similar test with Microsoft Copilot produced comparable inaccuracies.

Aiisa, on the other hand — designed specifically for investment analysis — provided precise answers with correct references and clear distinctions between nuanced questions. The article notes that no AI is infallible, but the comparison highlights the quality difference between a generalist model and a specialist trained for financial analysis.

Who would you choose?

Consider the following thought experiment: When you use AI tools that are specialized in a specific domain, it becomes similar to choosing between consulting a specialist (Aiisa) or a highly skilled generalist (ChatGPT).

A generalist is more likely to invent information — to hallucinate — in order to fill gaps in its knowledge. Not because it intends to mislead, but because it assumes the answer should look a certain way based on what it believes it knows about the surrounding context. A specialist could, in theory, make the same mistake, but because the specialist has far deeper factual knowledge and significantly more experience within the domain, the likelihood of such errors is much lower.

So, if you were having hip surgery, you would probably prefer a specialist rather than someone who is simply very competent in general medicine.

In Figures 1–4 above, you have seen responses from the beta version of Aiisa’s “Ask AI about reports,” which is available to try in the app. We are now launching the next evolution of that product: Aiisa Investment Banker Report, presented in more detail below.

New AI product launched — Aiisa Investment Banker Report

The Aiisa Investment Banker Report provides investors with a rapid, structured analysis designed to answer the question: What is attractive to invest in today? Users can ask follow‑up questions to refine their investment ideas together with Aiisa. The product is the result of a collaboration between AIISA and Talk to Data, combining deep scientific analysis with decades of experience in predictive modelling.

The functionality is continuously expanded and is available both in the app and, with extended features, via API for institutional clients and AIISA Investor PRO.

What’s next?

AIISA is preparing additional products for institutional B2B and B2B2C clients. To support continued growth, the company has begun raising capital, with the first round now completed. In Q1 2026, AIISA plans to launch a new, unique product for index trading.

The article concludes by encouraging readers to explore the Aiisa Investment Banker Report in the app and to contact AIISA for discussions about extended or customized functionality.