In 2025, Dalberg Advisors piloted a new approach to market intelligence using generative AI, demonstrating how emerging tools can complement traditional methods for nuanced, equitable decision-making.

Using AI-enabled workflows, the team completed a landscape scan of more than 250 wealth-building initiatives across six New England states in under five weeks, cutting the typical timeline by approximately 70%. An accompanying AI-assisted PEST analysis surfaced the macro-level political, economic, social, and technological trends shaping the wealth-building ecosystem, enabling more strategic framing and clearer prioritization of risks and opportunities.

This pilot follows a landscape pulse to map wealth-building solutions launched in New England since 2020, which brought forward patterns and signals across hundreds of interventions. The current methodology expanded visibility into community actors, introduced structured tagging, and reduced manual synthesis time, while also spotlighting critical limitations to monitor, including digital visibility bias, dependence on external platforms, and the continued need for rigorous human validation. As AI technologies evolve rapidly, these workflows should be treated as starting points and updated to align with responsible and context-aware practice.

As 2026 gets underway, the year will continue to present renewed opportunities to explore useful AI use cases. Read the full report for practical insights into application of generative AI to landscape scans, trend analysis, strategy development, or ecosystem coordination.