AI for Finance

Curious the takes on Hebbia/Rogo as actually useful institutional products.

I've never used either but have heard feedback on both. Won't bias the audience :)

What are they good at, what's lacking, and what would them good enough for people to actually use?

Note: I do NOT work at either....genuinely just curious given how much AI curiosity there has been in my group. 

12 Comments
 

sounds like you dont know what these tools are meant for...lmao

if you think AI for finance is not relevant for bankers, investors, analysts, etc, good luck mate.

 
Most Helpful

Rogo is honestly terrible. Its only real edge is access to capital markets intelligence, but otherwise it just feels like a much worse version of ChatGPT. At this point, you’re probably better off giving ChatGPT a bland finance prompt (literally saying “I work in IB”) than using Rogo directly.

My bank doesn’t currently have Claude, but I’d assume that once you combine Claude MCP with a capital markets data platform, Rogo basically loses the one differentiated advantage it has.

 

Id beatae impedit qui voluptatem ab nostrum. Laboriosam quia quaerat eos. Quisquam quae rerum non recusandae minus dolorem. Et nihil expedita quasi exercitationem quos qui. Enim voluptatum in mollitia molestiae sit.

Hic ex eligendi eligendi inventore dolore a. Qui dolorem asperiores animi sit deleniti magnam. Odit dolor ducimus qui facilis placeat non. In similique molestias vel aliquam exercitationem ut molestias quas. Inventore rerum vitae vel dolores nesciunt consequatur ea.

Career Advancement Opportunities

November 2026 Private Equity

  • Blackstone Group 99.6%
  • The Riverside Company 99.3%
  • KKR (Kohlberg Kravis Roberts) 98.9%
  • Warburg Pincus 98.5%
  • Vista Equity Partners 98.2%

Overall Employee Satisfaction

November 2026 Private Equity

  • Blackstone Group 99.6%
  • KKR (Kohlberg Kravis Roberts) 99.3%
  • The Riverside Company 98.9%
  • Ardian 98.5%
  • Warburg Pincus 98.1%

Professional Growth Opportunities

November 2026 Private Equity

  • Bain Capital 99.6%
  • Blackstone Group 99.3%
  • The Riverside Company 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.2%

Total Avg Compensation

November 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (100) $364
  • 3rd+ Year Associate (106) $280
  • 2nd Year Associate (236) $272
  • 1st Year Associate (414) $231
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (97) $134
  • 1st Year Analyst (274) $126
  • Intern/Summer Associate (40) $79
  • Intern/Summer Analyst (357) $61
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
GameTheory's picture
GameTheory
98.9
6
CompBanker's picture
CompBanker
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”