Creating an AI Agent for Financial Report Analysis
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.
Description
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.
Presenter Bio
Jayeeta is an award-winning Lead Data Scientist and Director at Fitch Ratings. She used generative AI and NLP to create products for credit ratings. Jayeeta was listed as one of the 100 Most Influential AI Leaders in USA 2024 by AIM Research, and is the NYC Chapter Lead for Women in AI, and an ambassador for Stanford's Women in Data Science.