Investment Management Operations cover image

Dan Ricci, Head of Information Systems – Prime Buchholz (EP.38)

Investment Management Operations

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Harnessing Language Models in Investment Management

This chapter explores the application of large language models to organize unstructured data in the investment management sector, focusing on challenges in standardizing note-taking during manager meetings. It also examines trends in the SaaS M&A landscape, highlighting risks for users as well as the value of combining structured and unstructured data for deeper financial insights.

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