Technology and Innovation Community

Brief update by FactSet this week on the AI Adoption on the Trading Desk:

link

Where AI Is Making an Impact Today:

• Reduce rekeying across pre-trade preparation, execution support, and post-trade follow-through.

• Enable teams to sort what needs attention now versus what can wait, especially when workflows generate a high volume of small tasks.

• Filter low-signal alerts and surface the subset that is more likely to change a decision.

Key Success Factors in AI Adoption:

1. Governance is also important with AI, particularly in these areas for trading desks:

• Permissions and access rules should govern both the raw data and the insights generated.

• Teams should be able to trace what was generated, when, and from what inputs so that AI-influenced decisions can be reviewed.

• Firms should define low- versus high-risk tiers up front to apply the right controls while maintaining efficiency with AI.

• If the system cannot answer reliably, it should say so.

2. Concrete metrics enable trading desks to measure the success of AI adoption. For example, teams might consider:

• How much time AI removes from finding, validating, and contextualizing information.

• Reduction of steps, handoffs, or time-consuming tasks.

• Whether usage becomes habitual rather than occasional.

• Improvement in consistency, avoidable errors, or executional/operational costs.

- Todor

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Todor Kostov
Director
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Thanks Todor. This one is great since it offers a more detailed analysis focused on the "trading desk" business case rather than the usual aggregate economy AI reports.

From my experience, the "AI as a side tool vs a workflow capability"  pitfall aka "Experimentation hell" is probably the most common issue nowadays with many applications stuck in this stage. 

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Carlos Salas
Portfolio Manager & Freelance Investment Research Consultant

Original Message:
Sent: 22-03-2026 19:09
From: Todor Kostov
Subject: Update on AI Adoption on the Trading Desk (FactSet)

Brief update by FactSet this week on the AI Adoption on the Trading Desk:

link

Where AI Is Making an Impact Today:

• Reduce rekeying across pre-trade preparation, execution support, and post-trade follow-through.

• Enable teams to sort what needs attention now versus what can wait, especially when workflows generate a high volume of small tasks.

• Filter low-signal alerts and surface the subset that is more likely to change a decision.

Key Success Factors in AI Adoption:

1. Governance is also important with AI, particularly in these areas for trading desks:

• Permissions and access rules should govern both the raw data and the insights generated.

• Teams should be able to trace what was generated, when, and from what inputs so that AI-influenced decisions can be reviewed.

• Firms should define low- versus high-risk tiers up front to apply the right controls while maintaining efficiency with AI.

• If the system cannot answer reliably, it should say so.

2. Concrete metrics enable trading desks to measure the success of AI adoption. For example, teams might consider:

• How much time AI removes from finding, validating, and contextualizing information.

• Reduction of steps, handoffs, or time-consuming tasks.

• Whether usage becomes habitual rather than occasional.

• Improvement in consistency, avoidable errors, or executional/operational costs.

- Todor

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Todor Kostov
Director
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