AI-powered data intelligence is reshaping financial services, enabling smarter advisor targeting, compliant outreach, and growth.

In the fast-paced world of financial services, data analysis plays a crucial role in solving complex business problems and extracting valuable insights. Excel, a powerful and versatile tool, has ...

The finance industry has always been a data-driven field, relying heavily on numbers, charts, and patterns to make strategic decisions. However, in recent years, the scope of data analysis has ...

There have been AI solutions galore for coding, writing, and mathematics, but a technical domain equally as challenging that could use AI assistance, yet is often overlooked, is finance -- until now.

We (Kim, Muhn and Nikolaev) examine to what extent general-purpose large language models (LLM) such as GPT4 can make informed financial decisions based on mostly numerical financial data. We provide ...

The shift underway is far bigger than replacing manual steps. It’s a move from reactive, error-prone processes to proactive ...

Over the past six years, the financial services industry has witnessed a significant shift towards data-driven decision-making. In this rapidly evolving landscape, data analysis has emerged as a ...

In today’s fast-changing job market, two roles stand out for anyone who enjoys numbers, insights, and strategy: data analyst and financial analyst. Both careers are in demand, promise strong salaries, ...

NEW YORK, NEW YORK - MARCH 28: Traders work on the floor of the New York Stock Exchange (NYSE) on March 28, 2025, in New York City. As President Trump's escalating trade war and signs of inflation ...

In the fast-moving world of financial markets, the right analysis tools can be the difference between a profitable trade and a missed opportunity. New traders often start out with the simplest of ...