Transforming AI-Driven Financial Analysis: A Journey from Frustration to Insight
Navigating the complexities of financial and operational models using AI can be challenging. In the past six months, I’ve undertaken the task of making LLMs understand and analyze these models effectively.
Key Insights:
- Modular System: Designed a flexible system to plug in various data sets, aiming for accurate scenario analysis.
- Human Context: Found that LLMs struggle with data meaning unless they receive explicit context—charts alone lack intent.
- Customized Architectures: Developed a data framework that clarifies metrics, ensuring the AI accurately interprets financial data.
Major Unlocks:
- Transitioned from “What happened?” to “Why did it happen?” by pre-computing signals and crafting context-rich prompts.
- Created structured outputs that guide decision-making, especially when comparing multiple scenarios.
Could this approach revolutionize how we analyze complex financial data? Let’s discuss! If you found this helpful, like or share it!