
E140: Accelerating Enterprise AI Adoption with Better Agentic Workflows
Open Source Startup Podcast
00:00
Streamlining Financial Services Processes with AI and Agents
This chapter explores the use of AI and agent-powered workflows to automate tasks in investment management, such as client portfolio analysis and report creation, leading to more efficient and dynamic processes. Leveraging agents in retrieval augmented generation is highlighted as a key strategy for enhancing modeling in financial services.
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