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Creating an AI Agent for Financial Report Analysis

Jayeeta guides you through creating an AI agent tailored for financial report analysis. You’ll learn how to design and architect AI agents, explore their applications in finance, and identify the key data needed for these systems.
Feb 11, 2025

AI agents are transforming industries by automating complex processes and delivering insights at scale. In financial services, AI agents can streamline decision-making, reduce manual effort, and improve the accuracy of report analysis can informs various downstream tasks like market research, credit scoring, report generation, etc. Designing and building such agents requires a strong understanding of their architecture, the data they rely on, and how to use AI to automate repetitive tasks effectively.

In this hands-on code-along session, Jayeeta Putatunda, a Lead Data Scientist & Director at Fitch Group, will guide you through creating an AI agent tailored for financial report analysis. You’ll learn how to design and architect AI agents, explore their applications in finance, and identify the key data needed for these systems. The session will also cover how AI agents can automate repetitive tasks to enhance efficiency. This webinar is ideal for data scientists and machine learning scientists looking to build practical AI solutions for financial applications.

Key Takeaways:

  • Learn how to design, architect, and create an AI agent for financial report analysis
  • Discover techniques and open-source tools that can be leveraged for building these solutions
  • Understand the data requirements for building AI agents in financial applications.

Resources (including slides and code along notebook)

Topics
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