The impact of AI on financial services is huge. Cashflow forecasting tools designed for financial services are dead, or dying. Repurpose using OpenAI or any other tool. Research has never been easier. Chuck in documents in bulk and ask any of these questions, one at a time.
Give me a heat map of risks
Give me a a comparison performance table in excel,
Give me a and a suitability report based on your results
Compare investment trusts, mortgages, life insurance and support services attached
No client data should be input in open models, and you MUST have a subscription only service, but almost inevitably in the modern office, you’re still looking at saving yourself many hours per week with these basic and cheap tools.
BAT reduces compliance review time on file checking by 40%, using its own proprietary AI to score the files, set benchmarks and set (your) questions. It is the same as open AI, but scripted for your company in a secure and discrete way.