The Customer
A leading UK investment bank focused on mid-cap and growth companies.
Expert research and distribution, a range of investment banking services and an execution services hub that provides liquidity to UK capital markets.
The Challenge
Challenge with this client…
The Solution
Peel Hunt needed a lot of optimization of the EFA.
EFA’s RXML.
70% of Peel Hunt’s reports are 1-page reports.
EFA’s API – very handy
Workflow is build around prompts
GPT 3.5/4
Integrate AI into reporting as they go
Domain-specific model – more accurate, more specific.
Query model -> Visualize -> Don’t need Power BI dashboard anymore.
High access to data – API – superdeep compared to competitors
EFA’s math engine
To-do:
Improvement in RXML
Define every thing that is in the database.
Ability to build own models.
Authoring is not great.
The Result
HTML-based
Availability of EFA’s data allowed to enable AI strategy
Enjoyable dopamine-hit work. No longer a dreadful repetitive process to dig for answers.