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E140: Accelerating Enterprise AI Adoption with Better Agentic Workflows

Open Source Startup Podcast

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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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