How We Use LLM Technology to Supercharge Junior Banker Workflows

In this video, Senior Director of Product Management Collins Dunn shows how the beta release of a Large Language Model-based knowledge agent—FactSet Mercury—to support junior banker workflows and enhance fact-based decision making. Junior banker users can access FactSet’s comprehensive financial fundamentals and pricing data, along with extensive bank and branch regulatory data. In addition, they can prompt the chatbot to perform tasks such as generating a pitch-ready chart for clients or a SWOT analysis from a company’s 10-K.
The chatbot's release to buy-side clients is planned for Spring 2024, accompanied by an expansion of FactSet's dataset coverage.