Has anyone been using ROGO Felix at work? It’s being touted as one of the most powerful AI tools, capable of completing hours of work in minutes, with human review still required for accuracy.
For those who’ve actually used it, what has your experience been like? Does it genuinely deliver, or is it more hype than reality? And how much time does it actually save in day-to-day A&A work?
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Based on the most helpful WSO content, there isn't a direct mention of "ROGO Felix" in the provided dataset. However, there are discussions about similar AI tools and their impact on work efficiency, particularly in fields like investment banking, asset management, and consulting. Tools like ChatGPT, AutoGPT, and others have been highlighted for their ability to automate tasks such as creating slide decks, building models, and even performing complex analyses.
The general consensus from these discussions is that while these tools can significantly reduce the time spent on repetitive tasks, they still require human oversight to ensure accuracy and contextual relevance. For example, tools like Gamma and AutoGPT are noted for their potential to save hours of work, but their effectiveness depends on the complexity of the task and the user's ability to guide the AI effectively.
If ROGO Felix operates similarly, it could indeed save substantial time in day-to-day work, especially for repetitive or structured tasks. However, as with any AI tool, the hype often exceeds the reality, and the actual time savings and utility will vary based on the specific use case and the user's familiarity with the tool.
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Felix is insanely good
It’s really helpful for certain tasks but by no means is it replacing people yet. Hallucinates all the time and prompts still need to be extremely refined to deliver the output you want. I’ve found it to be great at data aggregation, finding problems in workbooks -> how to fix them, and explaining concepts, but it is never 100%. Learns super fast though so interested in seeing where it goes in the next few months/years.
Also sucks at making ppt, always easier to do it myself but helpful at giving layout ideas
Thanks this is helpful.
Was wondering does the slide creation capability increase when you give the tool a template or say a reference slide to leverage?
Definitely not, I’ve given firm pitch book templates and when you ask it to generate a slide, it takes 8-10 minutes most of the time and the output is very obviously AI (footnotes go way too in depth, formatting looks weird for shapes and fonts and commentary doesn’t mimic the same format of precedents). No matter how many times I’ve given it references (I.e. templates, after turning comments and getting approval to send up the chain, prior presentations, etc.) it is still pretty garbage at giving you a coherent output that could use a few minor tweaks before sending out. I’ve had more success using it to give me info that would then be put on a slide, for example getting commentary if you give it a precedent and ask it to copy tone and word choice, chart info that I can format myself, etc.
Yes. But has made analysts braindead and extremely obvious when they use it and can’t explain their work. Best for explaining concepts as other user noted. OK at simple models (good for screening) but anything more complex and I end up with some over engineered garbage. Helpful tool all in all
That's insightful.
Any idea if the tool is learning as you keep using it. Will it be able to do complex stuff once it's trained or has been used for some time to learn from mistakes / user feedback?
its really great, saves a ton of time. Especially if you've already put in the time as a junior pre AI.
With the right guidance, it can do anything. I think the problem with new analysts is that they arent getting the same experience with reps in a model/deck to understand what drives the outputs or what to look for. garbage in garbage out
Certainly better than standalone claude/chatgpt/gemini given it understands the "language of a banker"
Its great, but can be easily replicated with Claude if you know what you're doing (and you should know what you're doing rather than depend on a tool). Kind of like using a model template back in the day, vs. hitting Ctrl+N and building from scratch.
Agreed. Claude + skills >> any of these finance platforms
I think its best for the first 60% and the last 5% of a workstream. I also think analysts should be banned from using Rogo in their first 6 months on the job or else their development will be insanely stunted.
I used 20,000 credits on Rogo last week - getting killed on the 2 pitches and 5 live deals. What is the normal amount of credits people are using? Any cases of people getting in trouble for credit usage?
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Felix is insanely good
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