From raw Excel spreadsheet to client-ready powerpoint using a fine-tuned LLM. Derivatives & LDI

Lucidate ยท Beginner ยท๐Ÿง  Large Language Models ยท2y ago

About this lesson

๐Ÿ“ˆ In this video, Richard Walker from Lucidate unpacks the revolutionary role of AI in asset management, focusing on how Large Language Models (LLMs) can optimize sales and client service functions. Dive deep into the world of pension schemes, financial derivatives, and the cutting-edge technology transforming the industry. Video Chapters: 00:00 Introduction to AI in Asset Management 02:27 Understanding Pension Schemes 04:49 Hedging Risks 07:31 The Power of Financial Derivatives 09:42 Fine-Tuning Large Language Models 14:11 The AI Application in Action 15:48 Recap ๐Ÿ” Key Highlights: Explore the use of AI to streamline complex financial processes. Discover the intricacies of pension schemes and the role of derivatives. Learn how fine-tuning LLMs can create expert systems in niche areas. ๐Ÿš€ Take Action: Integrate Lucidateโ€™s AI solutions into your firm: www.lucidate.co.uk ๐Ÿ’ก Resources & Further Reading: Financial derivatives explained: https://tinyurl.com/bdd4smws Beautiful Soup & Selenium for data collection: https://tinyurl.com/55eyk2at OpenAI documentation on fine-tuning: https://platform.openai.com/docs/guides/fine-tuning ๐Ÿ“ Get in Touch: For business inquiries: info@lucidate.co.uk Follow Lucidate for more insights: https://www.youtube.com/@lucidateAI โœ… Don't forget to: LIKE if you learned something new COMMENT with any questions or feedback SHARE this video with colleagues SUBSCRIBE for more content from Lucidate Lucidate is committed to bringing clarity to the complex world of asset management through innovative AI technology. Thank you for watching and we hope you'll join us on this journey. "AI Magic: Turning Excel Data into Slick PowerPoints for Asset Management" "Asset Management Revolutionized: Excel to PowerPoint via AI" "Streamline Asset Management: AI-Powered Excel to PowerPoint Presentations" #derivatives #timevalueofmoney #promptengineering #timevalueofmoneyfinancialmanagement #transformersexplained #attentionisallyouneed #financialderivative

Original Description

๐Ÿ“ˆ In this video, Richard Walker from Lucidate unpacks the revolutionary role of AI in asset management, focusing on how Large Language Models (LLMs) can optimize sales and client service functions. Dive deep into the world of pension schemes, financial derivatives, and the cutting-edge technology transforming the industry. Video Chapters: 00:00 Introduction to AI in Asset Management 02:27 Understanding Pension Schemes 04:49 Hedging Risks 07:31 The Power of Financial Derivatives 09:42 Fine-Tuning Large Language Models 14:11 The AI Application in Action 15:48 Recap ๐Ÿ” Key Highlights: Explore the use of AI to streamline complex financial processes. Discover the intricacies of pension schemes and the role of derivatives. Learn how fine-tuning LLMs can create expert systems in niche areas. ๐Ÿš€ Take Action: Integrate Lucidateโ€™s AI solutions into your firm: www.lucidate.co.uk ๐Ÿ’ก Resources & Further Reading: Financial derivatives explained: https://tinyurl.com/bdd4smws Beautiful Soup & Selenium for data collection: https://tinyurl.com/55eyk2at OpenAI documentation on fine-tuning: https://platform.openai.com/docs/guides/fine-tuning ๐Ÿ“ Get in Touch: For business inquiries: info@lucidate.co.uk Follow Lucidate for more insights: https://www.youtube.com/@lucidateAI โœ… Don't forget to: LIKE if you learned something new COMMENT with any questions or feedback SHARE this video with colleagues SUBSCRIBE for more content from Lucidate Lucidate is committed to bringing clarity to the complex world of asset management through innovative AI technology. Thank you for watching and we hope you'll join us on this journey. "AI Magic: Turning Excel Data into Slick PowerPoints for Asset Management" "Asset Management Revolutionized: Excel to PowerPoint via AI" "Streamline Asset Management: AI-Powered Excel to PowerPoint Presentations" #derivatives #timevalueofmoney #promptengineering #timevalueofmoneyfinancialmanagement #transformersexplained #attentionisallyouneed #financialderivative
Watch on YouTube โ†— (saves to browser)
Sign in to unlock AI tutor explanation ยท โšก30

Related Reads

๐Ÿ“ฐ
Your AI Isnโ€™t the Product. Itโ€™s the Least Reliable Employee on Your Team.
Building reliable AI systems requires more than just smart models, it requires a system to catch errors and improve overall performance
Medium ยท AI
 ๐Ÿ“ฐ
Building Conversational Memory in AI Agents with Solon's ChatSession API
Learn to build conversational memory in AI agents using Solon's ChatSession API for more human-like interactions
Dev.to ยท Solon Framework
 ๐Ÿ“ฐ
Building Low-Latency Voice Agents with OpenAIโ€™s GPT-Realtime-2.1 and GPT-Realtime-2.1-mini
Learn to build low-latency voice agents using OpenAI's GPT-Realtime-2.1 and GPT-Realtime-2.1-mini for real-time voice interactions
Dev.to ยท Tech Signal Daily
 ๐Ÿ“ฐ
AI Prompt Playbook for Hackathon Teams: 10 Prompts That Will Save You Hours
Learn how to leverage AI prompts to streamline your hackathon workflow and save hours of development time
Medium ยท AI

Chapters (7)

Introduction to AI in Asset Management
2:27 Understanding Pension Schemes
4:49 Hedging Risks
7:31 The Power of Financial Derivatives
9:42 Fine-Tuning Large Language Models
14:11 The AI Application in Action
15:48 Recap
Up next
5 Levels of AI Agents - From Simple LLM Calls to Multi-Agent Systems
Dave Ebbelaar (LLM Eng)
Watch โ†’