Joseph Kim explains OpenAI’s approach to ChatGPT for Financial Services, starting with investment banking and equity research. He describes the gap between model capabilities and how quickly professionals can use them in their daily work.
The product brings financial data into the workflow, supports interactive charts and citation viewers, and helps teams create outputs that fit their own templates. Kim describes improving retrievalRetrieval is the process of selecting relevant stored information and returning it to an AI system for the current task. and making sources inspectableData provenance records where information came from, how it changed, and which people, systems, or processes handled it. as key product decisions.
Kim discusses model training, compute and interface design as drivers of progress. He explains a threshold at which a tool becomes reliable enough to save time and users can become comfortable delegating more of a taskAI agent delegation assigns a bounded task, context, authority, and expected result from one participant to an agent or another agent..
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