Financial research with AI

AI for Finance

Glenn Hopper

Head of AI, VAI Consulting

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The CFO's question

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AI online

Web-enabled AI models can access:

Official statements
Market news
Analyst notes
Economic data

Connecting perspectives:

Links insights across multiple viewpoints
Builds balanced, big-picture context

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Your role in framing:

The AI finds patterns
You decide what to focus on

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STOA

Prompting with STOA

Scope

Define what you want to cover
Federal Reserve interest-rate decision

Timeframe

Anchor the analysis in time
Most recent decision

Output

Specify the desired format or focus
Summarize... three bullet points

Assumptions

Add any context or limits
Assume current macro conditions

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Summarize the most recent Federal Reserve interest rate decision and outline its short-term and long-term impact on equity and credit markets. Assume current macro conditions and present the insights in three bullet points.

Always verify

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Check provided citations for:

Accuracy
Timeliness
Consistency
Contradictions

So what?

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Identify two or three key drivers and translate them into a one-sentence "so what"

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Use this pattern: Because cause, we expect effect, which implies action for team or KPI

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Example: Because rates remain high, we expect higher borrowing costs and will review our cash-flow forecasts.

Quick credibility checklist

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Are there at least two citations?
Are dates current?
Is the tone factual?
Do sources align?
Is your takeaway business-specific?

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If not, refine and recheck

Research to insight

Let's practice!

AI for Finance

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