AI for analytical edge: how banks use AI (and how you can too)

Unleash the power of AI to transform your investment research! Discover how leading banks leverage AI for efficiency, and learn practical steps to harness these tools to become an AI-augmented super investor, saving you hours of manual grind.

Alright, dojo members, prepare for a financial revolution! We all know AI is changing the world, but are you using it to crush your investment research? Tom Mihs, CEO of KBW, a Steifel company, dropped a knowledge bomb: banks are now using AI to become more efficient, 'take out the friction' in customer relationships, and improve service. Crucially, he said AI is the 'engine that helps them get there'. Now, whilst they're not turning over credit decisions entirely to AI (yet!), their drive for efficiency is OUR blueprint!

Think about it with the explosive energy of a Ballmer keynote: if AI can make massive financial institutions more efficient, imagine what it can do for *your* personal research! Instead of slogging through quarterly reports and earnings call transcripts for hours, you can deploy your AI research assistant. You're not just reading; you're *augmenting* your brain, becoming an AI-powered super investigator! Want to quickly analyse a bank's efficiency metrics across a decade of reports? Want to summarise key points from a contentious earnings call where management is 'massaging' the numbers? AI is your digital detective.

This isn't about replacing your brain, it's about making your brain superhuman. It’s about leveraging AI to automate the mundane, analyse mountains of data in seconds, and identify trends or risks that would take a human days to uncover. This is your Orange Belt mission: develop analytical skills amplified by machine intelligence. Become a research master, armed with AI, because in this market, an AI-augmented investor is an *unstoppable* investor!

Learning Outcomes

Can articulate how AI tools can enhance efficiency in investment research and analysis, particularly for company reports and earnings calls.
Applies prompt engineering techniques to elicit specific financial data or insights from LLMs.

Actionable Practices

1

Choose a publicly traded company you are interested in. Use ChatGPT or Claude to summarise its latest quarterly (10-Q) or annual (10-K) report, focusing on management's outlook and financial health.

Skill Level: Orange Belt, Brown Belt

O

Orange Belt

Early strategies

B

Brown Belt

Advanced mastery