Elevating Financial Services with AI: Insights from My Journey
Over the last two years, I have been dedicated to building AI agents for financial services, tackling challenges, and uncovering critical learnings. Here are some key insights worth sharing:
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Sandboxing is Essential: Multi-step operations require isolated environments to ensure security and integrity.
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Context Is Key: Normalizing diverse financial data into clean formats is vital for effective decision-making.
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Skills Over Models: The real product lies in markdown-based skills, enabling domain experts to create repeatable processes without needing extensive coding.
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Production Monitoring Matters: Reliable agents demand rigorous observability to maintain trust with users who make million-dollar decisions.
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Real-Time Engagement: Interactive workflows enhance user control, allowing for informed choices throughout the financial analysis.
Emphasizing these fundamentals can transform the financial AI landscape. As models evolve, let’s focus on crafting a superior experience around them.
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