Financial service firms need to rapidly adopt generative AI (GenAI) to stay competitive and meet evolving consumer demands. However, they face significant hurdles: Large Language Models (LLMs) lack essential expertise specific to the financial sector. Additionally, challenges such as high development costs, concerns about accuracy, and inadequate privacy measures all contribute to reducing the effectiveness of generalized AI models.
Enhance ROI and competitiveness with the power of a specialized large language model trained
in personal finance. Deploy AI-driven financial solutions quickly and easily with FinleyGPT.
Enhance ROI and competitiveness with the power of a specialized large language model trained in personal finance. Deploy AI-driven financial solutions quickly and easily with FinleyGPT.
FinleyGPT is a specialized large language model trained for personal finance. It is highly knowledgeable in advanced financial concepts and has been extensively trained on investment, regulatory, educational, and proprietary financial data, making it an expert AI tool to build with and upon.
FinleyGPT (LLM) has successfully completed both CFA Level 1 and 2 exams as well as the CPA exam.
FinleyGPT understands operational and administrative aspects of the financial services industry.
FinleyGPT’s API is supercharged with AI technology including Retrieval Augmented Generation (RAG).
FinleyGPT incorporates privacy-enhanced processes & guardrails to ensure user data privacy & security.
A survey by Gartner states nearly 70% of financial services leaders reported that they believe generative AI tools have the potential for benefits rather than risks for their financial organization.
According to a survey by NVIDIA, 53% of financial services companies are using AI to personalize customer experiences leading to increased customer satisfaction and loyalty.
According to a study by Capgemini, 53% of customers report trust in generative AI-assisted financial planning. Gen Z’s (55%) have higher trust in the technology opposed to baby boomers and Gen X.
We’re an award-winning team of industry-recognized finance experts, AI specialists, and product engineers, dedicated to enhancing financial firms’ products and solutions through cutting-edge generative AI technology. With the backing of and team experiences from:
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