Why AI Adoption Surveys Don’t Reflect Reality in Financial Services
March 31, 2026A closer look at what surveys actually measure - and why adoption, usage, and impact are often conflated
In a post earlier this week we looked at how AI is operationalising the use of alternative data in investment management.
Now, as a practical case study, we’ve taken a look at how one vendor Kadoa is focused on this process of operationalisation.
Kadoa’s platform uses AI agents to source alternative data and then deliver it in a production-ready form – integrated, validated, and structured for direct use alongside traditional datasets.
These agents extract, transform, and integrate data from sources such as corporate websites, regulatory filings, job boards, PDFs, and location or retail intelligence feeds – without code.
What this entails:
🔹 Real-time monitoring – capturing market-moving data before traditional feeds, enabling faster reactions.
🔹 Reports & filings extraction – processing complex PDF tables, charts, and images – significantly reducing preparation time.
🔹 Analyst data sourcing – automating public data extraction directly into analyst tools, eliminating manual research.
🔹 Multi-format capability – works across HTML, PDFs, images, tables, CSVs, with integrations into S3, GCS, Azure Blob, Snowflake, BigQuery, Redshift, and Databricks.
🔹 Compliant tooling- automated auditing, PII detection, and dedicated compliance capabilities.
See the image below for more details:

The Benefits
For investment firms, this means faster idea generation, more efficient due diligence, streamlined portfolio monitoring – and importantly, datasets that can be dropped into existing modelling pipelines without months of engineering work.
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A closer look at what surveys actually measure - and why adoption, usage, and impact are often conflated