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Create a Financial AI Copilot

Key Takeaways:
  • Learn how to build an AI copilot using GPT-5 and MongoDB for finatial document analysis.
  • Understand how to architect, build, and evaluate domain-specific AI copilots.
  • Explore a real-world use case of applying generative AI to finatial workflows.
Monday, March 2, 11 AM ET
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Description

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, will show 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.

Presenter Bio

Ashutosh Bajpai Headshot
Ashutosh BajpaiSenior Partner Solutions Architect at MongoDB

Ashutosh helps MongoDB's customers implement AI solutions. He has 15 years of experience as a data scientist and AI architect. Previously Ashutosh was a Technology Architect in the AI Research Lab at Wipro, and Scientific Officer at TIFR contributing to the ASTROSAT mission.

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