Curious to hear if any of you have found any ai products that have helped your work flow. Currently use things like ChatGPT/claude personally but bank doesn’t let us officially…
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Based on the most helpful WSO content, here are some AI tools and developments that could enhance your workflow:
ChatGPT Plus (GPT-4): If you're already using ChatGPT, upgrading to ChatGPT Plus gives you access to GPT-4, which is significantly more advanced. It can handle complex tasks like pulling financial data, creating tables or graphs, and even automating Excel and PowerPoint tasks with VBA integration.
Gamma App: This tool can create slide decks based on natural language descriptions, potentially saving you hours of work. It's free, but its long-term availability and features may evolve.
AutoGPT: A more advanced AI agent capable of achieving objectives given in natural language. It can automate multi-step tasks, making it a powerful tool for streamlining workflows.
BloombergGPT: Specifically trained on financial data, this AI can pull accurate, up-to-date financial information and present it in tables or graphs. While it’s not widely available yet, it’s worth keeping an eye on for future integration into financial workflows.
Microsoft Co-Pilot: Integrated into Office applications, it can automate tasks like editing PowerPoint slides, pulling EBITDA multiples, and making changes in Excel based on natural language commands.
GitHub Copilot X: If you’re involved in coding or tech-related tasks, this tool automates up to 55% of coding tasks, making it easier to roll out updates or scripts.
While your bank may not officially allow these tools, many of them can be used personally to enhance productivity. Just ensure compliance with your firm's policies, especially regarding data security and confidentiality.
Sources: GPT-4 & Microsoft Co-Pilot, ChatGPT: The AI Analyst Who Ate Wall Street, Homebuying For Dummies (2023) | The Daily Peel | 2/7/23, https://www.wallstreetoasis.com/forum/investing/solving-a-crazy-problem-the-daily-peel-52223?customgpt=1, Thoughts on AI and the future of the job market?
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