Open Source in Finance Forum New York 2024

Generative AI has plenty of use cases in Finance. From the customer support on the front office, to research, business analysis and optimization of investment cases. However most companies get stuck at the "Proof of concept" stage. While it is relatively quick to create a demo with a "Wow effect", building the right pipelines, governance, security and controls and in general get the buy in and approvals from legal and compliance teams is extremely hard. In this presentation we will show a detailed runbook on how to leverage Generative AI cases at scale in the organization, from the perspective of the first company that delivered a production application in the market. We will review how to build an open innovation system that promotes collaboration in what we called "The era of the 14.000 innovators" where every employee became a prompt engineer. And how we harnessed that power to put dozens of use cases in production (internal and external) as well as the edge research on agents and beyond.