Workflow Definition: Collaborate with our AI and engineering teams to define the most common research-based workflows within your specific domain (e.g., M&A deal analysis in Investment Banking, company valuation in Equity Research, portfolio construction in Asset Management).
Evaluation Creation: Develop and create comprehensive evaluations and test cases to assess the completion of these defined workflows. This involves specifying inputs, expected outputs, and the criteria for success.
Capability Assessment: Design evaluations to assess the key capabilities of the LLM in handling complex financial tasks, including data extraction, financial statement analysis, market trend identification, and risk assessment.
Data Curation & Annotation: Provide guidance on identifying and curating high-quality financial data and content that is essential for training and fine-tuning the LLM.