Create a Financial AI Copilot

AI copilots are revolutionizing how professionals interact with complex information—and the financial field is a prime use case. In this hands-on session, you’ll build an AI-powered financial assistant that can search, summarize, and explain financial documents, giving you a blueprint for developing domain-specific AI tools.

In this code-along, Ashutosh Bajpai, Senior Partner Solutions Architect at MongoDB, shows you how to build a financial AI copilot using GPT-5 and MongoDB. You’ll learn how to architect the system, structure your data layer, and evaluate the assistant’s outputs. Whether you’re working on fin-tech, enterprise copilots, or AI for document-heavy domains, this session will show you what’s possible.

Session Resources (including set-up info)