[ TOP 10+ ] Advance AI Artificial intelligence Finance and Banking Tools and Websites.

Karim Mayur

15 Feb 202308:11

Summary

TLDRThis video script explores AI's transformative impact on the finance industry, highlighting tools like Three Summary for simplifying crypto projects, OL for building AI models without coding, and Change EPT for blockchain-related tasks. It also covers platforms for financial intelligence, data visualization, tax preparation, legal services, and more, showcasing AI's efficiency and effectiveness in enhancing financial operations and decision-making.

Takeaways

🧠 AI Finance is revolutionizing the financial industry by providing insights and predictions from vast financial data, aiding in better decision-making regarding investments, risk management, and customer experiences.
🔍 Three Summary is a tool that simplifies complex crypto projects, offering easy-to-understand explanations of tokenomics, economic models, and performance metrics using AI.
🛠️ OL is a no-code AI platform that enables users to build AI models without coding, offering services such as portfolio optimization, robo-advisors, and fraud detection, with a six-month free access upon launch.
🤖 Change EPT is a blockchain-based AI model using deep learning techniques to assist with crypto and blockchain tasks, currently in beta and free for individuals.
📊 [Music] is a financial intelligence platform that aggregates and analyzes financial resources to provide a real-time, comprehensive market view for investors.
🌐 Rose is a cloud data platform designed to integrate and visualize data, offering infrastructure tools and a data marketplace for data sharing and transactions.
🔎 Stock GPT is an AI-powered search tool that uses Tesla's earnings call transcripts to provide accurate and up-to-date information for users.
📋 AI Tax is an AI-based tax preparation software that helps entrepreneurs file taxes accurately and efficiently, with features like a money-back guarantee and audit protection.
🏛️ Do Not Pay is a platform offering legal services and self-help tools to fight corporations, handle bureaucracy, and resolve various issues like ticket disputes and wage protection.
📈 Avanzai is an AI co-pilot for financial data analysis, allowing users to generate production-ready Python code using natural language, supporting FX and Equity trading history among other features.
💡 Glean AI is software for accounts payable that offers intelligence and automation to simplify financial processes, providing insights, reducing manual tasks, and aiding in vendor negotiations and spend efficiency.
📊 Ali is a platform that accelerates data visualization creation, allowing users to select chart types, make edits, and export visualizations for presentations.
📝 Sheets is an AI-powered tool that provides instant analysis from text prompts, enabling users to generate reports and financial models within Excel or Google Sheets, and automate existing models or reports.

Q & A

What is AI Finance and how does it impact the financial industry?
-AI Finance refers to the application of artificial intelligence technology in the financial sector. It enables systems to analyze large volumes of financial data, providing insights and predictions that assist companies in making informed decisions regarding investments, risk management, and other financial operations. AI is revolutionizing the finance industry by enhancing efficiency and effectiveness.
What is the purpose of the 'Three Summary' tool mentioned in the script?
-The 'Three Summary' tool is designed to simplify complex crypto projects. It uses AI to provide easy-to-understand explanations of NFTs, D5 swaps, and blockchain technologies by analyzing them quickly and providing breakdowns of tokenomics, economic models, and performance metrics.
How does the 'Ol' platform differ from traditional AI development platforms?
-The 'Ol' platform is a no-code AI development tool that allows users to build AI models without writing any code. It offers services such as portfolio optimization, robo-advisors, recommendation engines, and fraud detection, among others. It also provides free access for six months upon launch with no credit card requirement.
What is the Change EPT and how does it assist with crypto and blockchain tasks?
-Change EPT is a blockchain-based AI model that uses deep learning techniques like Transformer networks to generate human-like text and answer questions about crypto and blockchain. It aids in programming, development tasks, blockchain analytics, risk management, and AI trading.
What services does the financial intelligence platform powered by New Media data and general AI tech provide?
-This financial intelligence platform aggregates and analyzes vast amounts of financial resources to offer investors a real-time, comprehensive view of the market and its driving forces.
What is Rose and how does it help with data management?
-Rose is a cloud data platform designed to help users find, engage, visualize, and share data. It enables integration of external and internal data, permissioning data for teams or third parties, and provides tools for data cleaning, analysis, and visualization within a web application, along with a data marketplace for data transactions.
How does Stock GPT assist users in searching for specific information from financial earnings calls?
-Stock GPT is an AI-powered search tool that uses Tesla's quarterly earnings call transcripts dating back to Q2 2011. It helps users search for specific information from a given quarter or year, providing more accurate and up-to-date information than manual searches.
What are the benefits of using AI Tax for tax preparation?
-AI Tax is an AI-based tax preparation software that assists entrepreneurs in filing taxes accurately and efficiently, avoiding mistakes, maximizing potential refunds, and preventing unnecessary audits. It uses AI and machine learning for a secure filing process with a money-back guarantee, audit protection, and legal defense.
What legal services and self-help tools does Do Not Pay provide?
-Do Not Pay is a platform offering a variety of legal services and self-help tools. It allows users to fight corporations, navigate bureaucracy, sue individuals, automatically cancel free trials, find hidden money, and more. It also provides features for ticket disputes, customer service issues, wage protection, government paperwork, pet protection, military protection, landlord protection, employee rights, and more.
How does Avanzai assist in financial data analysis?
-Avanzai is an AI co-pilot that accelerates financial data analysis by allowing users to generate production-ready Python code using natural language. It supports FX and Equity trading history, Equity fundamental data, index constituent rankings, and index sector level rankings.
What features does Glean AI offer for accounts payable and finance teams?
-Glean AI is software for accounts payable that provides intelligence and automation to simplify and supercharge finance operations. It offers intelligence and visibility to identify trends, gain insights into core drivers, and uncover overspending areas. It also provides automation for manual tasks, data benchmarking for better vendor negotiations, and centralized collaboration and planning for budgeting and forecasting.
How does the powered platform assist in creating data visualizations?
-The powered platform helps users create data visualizations 10x faster by finding relevant data from the web or uploaded files. It allows users to select chart types, make edits on the fly, and export visualizations to preferred presentation tools, making data analysis easier and more efficient for the entire team.
What is the Sheets tool and how does it interact with existing spreadsheets?
-Sheets is an AI-powered tool that provides instant analysis from text prompts. It enables users to interact with their data in a new way by generating reports and financial models from within existing Excel or Google Sheets workbooks. It also allows for live data connections, automation of existing models or reports, and connection to any data source, including QuickBooks Online.

Outlines

00:00

🚀 AI in Finance: Innovations and Applications

The script introduces AI Finance, which integrates artificial intelligence into the financial sector for data analysis, investment insights, risk management, and fraud detection. It highlights the transformative impact of AI on efficiency and effectiveness in financial operations. The channel offers a variety of AI-related content, from educational to entertainment. Specific tools mentioned include Three Summary for simplifying crypto projects, OL, a no-code AI platform for diverse financial use cases, Change EPT for blockchain-related tasks, a financial intelligence platform using New Media data, Rose for cloud data management, Stock GPT for searching through Tesla's earnings transcripts, AI Tax for tax preparation, and Do Not Pay for legal services. Each tool is designed to enhance different aspects of financial and crypto operations, emphasizing ease of use, efficiency, and accessibility.

05:01

🛠️ Financial Tools and AI Co-Pilots

This paragraph delves into avanzai, an AI co-pilot that expedites financial data analysis through natural language code generation, supporting FX and Equity trading history, among other features. Glean AI is highlighted for its intelligence and automation in accounts payable, offering deep insights, trend detection, and overspending identification. It also provides automation for manual tasks and data benchmarking for better vendor negotiations. The paragraph also introduces a platform for creating data visualizations quickly, Sheets for instant analysis from text prompts within Excel or Google Sheets, and a call to action for viewers to subscribe for more content. These tools aim to streamline financial processes, enhance data analysis, and engage audiences with the channel's offerings.

Mindmap

Keywords

💡AI Finance

AI Finance refers to the application of artificial intelligence in the financial sector. It involves using AI systems to analyze large volumes of financial data, which can lead to better decision-making in areas like investment, risk management, and financial planning. In the video, AI Finance is highlighted as a transformative technology that is making companies more efficient and effective in their operations by providing insights and predictions.

💡Tokenomics

Tokenomics is the study of the economic structure of cryptocurrencies and their tokens, including their distribution, utility, and value within a blockchain ecosystem. In the context of the video, 'Three Summary' is mentioned as a tool that provides breakdowns of tokenomics, which means it helps users understand the economic models behind cryptocurrencies, an essential aspect of AI Finance.

💡No-code AI

No-code AI refers to artificial intelligence platforms that allow users to build and deploy AI models without the need for coding expertise. 'OL' is described in the script as a no-code AI platform that offers various financial services, making AI accessible to a broader audience and facilitating the creation of custom AI solutions for different use cases.

💡Deep Learning

Deep Learning is a subset of machine learning that uses artificial neural networks with many layers, or 'deep' networks, to model and understand complex patterns in data. 'Change EPT' is introduced as a blockchain-based AI model that employs deep learning techniques like Transformer networks to generate human-like text and answer questions, showcasing the application of deep learning in AI Finance.

💡Fraud Detection

Fraud Detection involves the use of technology to identify and prevent fraudulent activities. It is a key application of AI in finance, as it helps protect against financial crimes. The script mentions 'OL' and 'Glean AI' as platforms that offer fraud detection services, emphasizing the role of AI in enhancing security in financial transactions.

💡Data Visualization

Data Visualization is the graphical representation of information and data, making it easier to understand and interpret. 'Foreign' is mentioned as a platform that helps users create data visualizations more efficiently. In the context of the video, this highlights the importance of presenting complex financial data in a more digestible format through AI-powered tools.

💡AI Tax Preparation

AI Tax Preparation refers to the use of artificial intelligence to assist in the process of filing taxes, ensuring accuracy and efficiency. 'AI Tax' is described as software that helps entrepreneurs file their taxes with the help of AI, reducing the likelihood of errors and audits, and showcasing how AI can streamline complex financial processes.

💡Legal Services Automation

Legal Services Automation involves using AI to automate various legal tasks, making legal services more accessible and efficient. 'Do Not Pay' is mentioned as a platform that provides users with legal services and self-help tools, automating processes like ticket disputes and customer service issues, demonstrating the broad application of AI in different sectors, including law.

💡Natural Language Processing (NLP)

Natural Language Processing is a branch of AI that focuses on the interaction between computers and human languages. 'Avanzai' is described as an AI co-pilot that allows users to produce production-ready Python code using natural language, illustrating how NLP can be used to enhance financial data analysis and coding efficiency.

💡Accounts Payable Automation

Accounts Payable Automation refers to the use of technology to automate the process of managing payments to vendors. 'Glean AI' is highlighted as software for accounts payable that provides intelligence and automation to simplify and supercharge financial processes, showcasing how AI can be used to improve efficiency in financial operations.

💡AI-Powered Search

AI-Powered Search utilizes artificial intelligence to enhance search capabilities, providing more accurate and relevant results. 'Stock GPT' is mentioned as an AI-powered search tool that uses Tesla's earnings call transcripts to help users find specific information, demonstrating the application of AI in improving search functionalities.

Highlights

AI Finance is transforming the financial industry by using artificial intelligence to analyze financial data and provide insights for better decision-making.

AI systems offer personalized financial advice and improve customer experiences in the finance sector.

Three Summary is a tool that simplifies complex crypto projects using AI to provide easy-to-understand explanations of tokenomics and economic models.

Ol is a no-code AI platform that enables users to build AI models without coding, offering services like portfolio optimization and fraud detection.

Change EPT is a blockchain-based AI model that uses deep learning to assist with crypto and blockchain-related tasks.

A financial intelligence platform aggregates and analyzes financial resources to offer investors a comprehensive real-time market view.

Rose is a cloud data platform that integrates and visualizes data, providing tools for data analysis and a marketplace for data transactions.

Stock GPT is an AI-powered search tool that uses Tesla's earnings call transcripts to help users find specific financial information.

AI Tax is an AI-based tax preparation software that helps entrepreneurs file taxes accurately and efficiently.

DoNotPay is a platform offering legal services and self-help tools to fight corporations, cancel free trials, and resolve various issues.

AvanzAI is an AI co-pilot that accelerates financial data analysis by generating production-ready Python code through natural language.

Glean AI is software for accounts payable that offers intelligence and automation to simplify financial processes and improve efficiency.

A platform helps users create data visualizations 10x faster by finding relevant data and allowing easy chart selection and edits.

Sheets is an AI-powered tool that provides instant analysis from text prompts and integrates with Excel or Google Sheets for report generation.

The channel offers a variety of AI technology content from educational to entertainment, keeping viewers informed and engaged.

AI technology is being used for fraud detection, improving operational efficiency, and providing personalized customer experiences.

The channel provides a comprehensive view of AI's impact on finance, including investment, risk management, and customer service.

AI is enabling companies to be more efficient and effective in financial operations through data analysis and predictive insights.