Name: Can LLMs Tackle Complex Financial Services Documents - Sandeep Kumar, Synechron
Start: 2024-10-01T15:05:00-0400
End: 2024-10-01T15:35:00-0400

September 30 - October 1, 2024 | New York, New York
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Note: The schedule is subject to change.

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Tuesday October 1, 2024 3:05pm - 3:35pm EDT

Palace

Financial Services Industry deals with a number of complex documents. This session will examine documents that are involved in capital raising process and explore the effectiveness of LLMs in generating, reviewing and utilizing the documents.

The session will take examples of complex documents including SEC's S1 Filing and Credit Memo generation process, and explore usage of LLMs in generating the content, as well as reviewing/ validating the correctness of information.

#1 Company Filing - LLMs can help reduce the paperwork burden hours by automating extraction of relevant information from various internal sources and presenting summaries, version history, action items to various parties for review. Usage of LLMs in generating complex sections such as risk factors analysis will be explored.

#2 Credit Memo generation - LLMs can help reduce the effort and risks involved in financial statement analysis & credit checks, increase integrity and oversight, also help in detection of early warning signals through enhanced monitoring of changes in documents or information.

In addition to the benefits of LLMs, the session will highlight various risks that must be managed.

Speakers

Sandeep Kumar

Head of FinLabs, Synechron

Sandeep Kumar has 25+ years of financial services industry experience across sell-side and buy-side firms. Based in NYC, he oversees FinLabs, which is focused on applying emerging technologies to financial services use cases. His experience ranges from complex applications development... Read More →

finos LLM in Cap Markets Sandeep Kumar Oct 1 2024 pdf

Tuesday October 1, 2024 3:05pm - 3:35pm EDT
Palace

Session Slides Attached Yes

Open Source in Finance Forum New York 2024

Sandeep Kumar

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