3d innovations streamlines market data research with generative AI for financial institutions
AI-enhanced Profiler platform delivers faster insights, scalable cataloguing, and improved operational efficiency for market data teams.
London, UK – August 12, 2025 – 3d innovations, a data management software and services firm, today announced the integration of generative AI into Profiler, its curated catalogue of financial data services, enabling more efficient product evaluation, pricing analysis, and vendor management. This development marks a significant evolution in 3di’s product direction and operational processes, placing the firm at the forefront of innovation in enterprise market data.
“Over the past six to nine months, the maturity of generative models has reached a point where their output is consistently structured, relevant, and reliable, making them a valuable component of our content management process,” said David Dubery, Chief Customer Officer, 3di. “These tools now support our analysts by accelerating research workflows and improving the efficiency of our cataloguing operations.”
With this integration, 3di has enhanced vendor and product research for Profiler. The team has already seen measurable time savings and now manages a significantly larger volume of content, without increasing operational costs.
“While generative AI enhances our capabilities, it’s the human insight that truly sets Profiler apart,” said Dubery. “At 3d innovations, our deep industry expertise helps us to validate, curate, and enrich content in ways AI alone cannot, ensuring clients receive data with actionable, decision-ready intelligence.”
Human oversight remains essential for real-time fact-checking and refinement. However, the integration of AI tooling has significantly boosted productivity across thousands of catalogued records. With an experienced team of market data analysts and researchers already in place, AI allows them to shift focus toward higher-value tasks such as content categorisation, data comparisons, price benchmarking, and the evaluation of commercial policies where expert judgment has the greatest impact.
In addition to internal models, 3di continues to leverage external AI-powered platforms such as Cap IQ Pro and AlphaSense to enrich industry analysis within Profiler.
“Historically, we’ve used a range of tools to support elements of the Profiler platform, such as vendor financials,” said Dubery. “Recently, we’ve focused on the AI-assisted features in platforms like Cap IQ Pro and AlphaSense. These tools structure transactions, filings, and other documentation using document AI, enhancing sentiment analysis, news tracking, and other key components of the catalogue.”
This hybrid approach enhances Profiler’s ability to scale efficiently without compromising content quality.
Looking ahead, 3di is developing an embedded AI assistant capable of delivering insights from the Profiler database in response to natural-language prompts.
“As far as embedded AI is concerned, we’ve started prototype work on an AI assistant that can surface insights based on prompts like, ‘What products provide insurance ratings in Latin America?’ or ‘Which European exchanges have documented non-display policies,” said Jayman Patel, Head of Data Licensing, 3di.
The assistant is currently in the prompt engineering and deep learning phase. 3di expects to release a prototype in Q4 2025, with a fully operational version available by early 2026.
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About 3d Innovations (3di)
3d innovations (3di) is a data management software and services firm with offices in the UK and the U.S., specialising in enterprise market data across market, reference, and derived data domains. With deep expertise in financial services and global market infrastructure, 3di helps investment banks, brokerages, central banks, asset managers, hedge funds, private banks, commodity trading firms, and wealth managers optimise their data strategy.
Through its flagship solution, Profiler, and a growing suite of AI-enhanced tools, 3di delivers scalable, high-quality data curation, vendor intelligence, and workflow automation to support informed decision-making across the enterprise. For more information: www.3di-ltd.com
