AI for Financial Services Firms
Turn analyst judgment into scalable decision support
Your analysts' expertise can power AI systems that work around the clock — from credit analysis to deal sourcing to compliance monitoring. I've built investment intelligence at Goldman Sachs and RAG-based deal sourcing at Bregal Milestone.
Book a 30-minute callNLP for Investment Intelligence
Goldman Sachs
NLP systems that process investment research at scale, turning analyst judgment into structured, on-demand intelligence.
IMPACT
Investment insights available on-demand across the team, not locked in individual analysts' heads
RAG-Based Deal Sourcing
Bregal Milestone
LLM-powered assistants that package deal-sourcing knowledge into a tool investment teams use daily across EUR 300B+ in managed assets.
IMPACT
Junior team members sourcing deals at senior-analyst quality
Common use cases in financial services
Credit analysis automation — your methodology, applied consistently across every assessment, fully auditable
Deal sourcing intelligence — AI that screens and ranks opportunities against your specific criteria, 24/7
Compliance monitoring — automated surveillance that catches what manual review misses, before regulators do
Client reporting — personalized reports generated from your data in minutes, not days
Working with analyst judgment and financial data?
Let's discuss how AI could amplify your team's expertise. 30-minute call, no commitment.
Book a 30-minute call