Exploring AI-assisted financial analysis

AI for Finance

Glenn Hopper

Head of AI, VAI Consulting

The challenge of financial documents

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10-Ks, transcripts, and financial statements are essential but time-consuming
Finance pros spend hours scanning dense reports
AI helps extract insights faster and more effectively

Rapid file interaction

Upload transcripts or filings for instant queries
Use prompts and ask targeted questions instead of scanning manually
Transform static reports into interactive, searchable content

Analyze tone

Understand how management speaks, not just what is said
Detect confidence, caution, or hedging in transcripts
Compare tone between companies for deeper insight

Handle varied data

AI works with financial statements as well as transcripts
Example: upload Apple's quarterly results for a year-over-year variance analysis
Combine numbers with narrative for richer insight

Extract insights

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Summarize long filings into key messages
Extract challenges, initiatives, or risk factors
Focus on what executives want investors to notice

From raw data to actionable insights

File upload, tone analysis, and insight extraction work together

Synthesize qualitative and quantitative findings
Build executive-ready summaries in minutes, not hours

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Let's practice!

AI for Finance

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