How AI is reshaping finance

AI for Finance

Glenn Hopper

Head of AI, VAI Consulting

Meet the instructor

Head of AI, VAI Consulting

Author, lecturer, and strategic advisor focused on AI-powered finance transformation

Augmentation
Supports your judgment as needed
Example: using Copilot or other tool to summarize a 10-K

Automation
Takes over routine steps automatically
Example: an agent that schedules and generates monthly reports

Tool	Strength
	Summarizes earnings calls, explains filings, drafts variance commentary, native Microsoft integration
	Research-focused: market news, peer benchmarking, regulatory tracking

Tool	Strength
	Connects apps and automates workflows without code
	Builds custom integrations and streamlines recurring tasks

Tool	Strength
	Versatile, outlines presentations, explores concepts, generates code, and more
	Versatile, excels at reasoning and coding
	Versatile, handles long context, especially useful inside Google Workspace tools

What AI does well

What AI can't do

Professional expertise is crucial to validate AI outputs, ensure compliance, and uphold ethical financial practices.

AI for Finance