Financial Analysis Reimagined: Context-Aware AI Agents for Real-Time Insights

David Bressler
June 9, 2023

Financial analysts face a constant challenge of quickly accessing and synthesizing financial news to make informed decisions. Eventum built a custom large language model (LLM)-powered Slackbot for a large financial services company seeking to empower analysts and decision-makers with instant, contextually relevant insights from a diverse range of financial news sources.

Challenge

Financial analysts needed rapid, tailored insights from varied news websites throughout their day-to-day workflows. Traditional search and manual research methods were slow, cumbersome, and often disrupted productivity. Analysts required a streamlined solution that could instantly extract relevant information and contextually respond to their queries within a familiar communication platform.

Solution

Eventum engineered a custom large language model (LLM)-powered Slackbot capable of delivering context-aware responses directly within Slack. The solution involved:

  • Prompt Interpretation: User queries entered into Slack were processed first by a lightweight LLM (OpenAI's GPT-3.5 Turbo) that quickly parsed the user's message, extracting the specific financial news website URL and isolating the precise question or informational need.
  • Dynamic Web Scraping: The Slackbot automatically performed on-demand scraping of the targeted financial news websites using Beautiful Soup + Requests. This allowed for real-time retrieval of text content from diverse, dynamically structured websites, ensuring the extracted data was fresh and contextually accurate.
  • Tailored LLM Responses: Scraped data, along with the user's refined query, was fed into a more powerful and sophisticated LLM (GPT-4) that synthesized an accurate, context-sensitive, and actionable response. This enabled analysts to gain deep insights without manually parsing extensive and complex financial news content.
  • Conversational Interaction: Integrated directly within Slack, the solution provided an intuitive conversational interface, enabling continuous context-dependent dialogue. Analysts could ask follow-up questions and receive instant clarifications and expansions, significantly boosting workflow efficiency and user satisfaction.

How Eventum delivered instant financial insights via AI Slackbot

Results

  • 90% reduction in the time required for analysts to obtain actionable insights from financial news sources.
  • Significantly improved user experience through an intuitive, seamless conversational interface within Slack.
  • Enhanced analyst productivity by enabling rapid iterative queries and reducing context-switching.

Conclusion

This project underscores Eventum's ability to deliver innovative, practical, and productivity-enhancing AI solutions tailored specifically to the nuanced requirements of financial services institutions.

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