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This report outlines a transformative initiative in the financial investment industry, where the conventional decision-making process, laden with labor-intensive tasks such as sifting through voluminous documents, is being reimagined.…
Recent advancements in Large Language Models (LLMs) have exhibited notable efficacy in question-answering (QA) tasks across diverse domains. Their prowess in integrating extensive web knowledge has fueled interest in developing LLM-based…
As financial institutions and professionals increasingly incorporate Large Language Models (LLMs) into their workflows, substantial barriers, including proprietary data and specialized knowledge, persist between the finance sector and the…
Large language models (LLMs) have demonstrated notable potential in conducting complex tasks and are increasingly utilized in various financial applications. However, high-quality sequential financial investment decision-making remains…
As financial markets grow increasingly complex, there is a rising need for automated tools that can effectively assist human analysts in equity research, particularly within sell-side research. While Generative AI (GenAI) has attracted…
To improve stock trend predictions and support personalized investment decisions, this paper proposes FinArena, a novel Human-Agent collaboration framework. Inspired by the mixture of experts (MoE) approach, FinArena combines multimodal…
Financial trading is a crucial component of the markets, informed by a multimodal information landscape encompassing news, prices, and Kline charts, and encompasses diverse tasks such as quantitative trading and high-frequency trading with…
Memory plays a foundational role in augmenting the reasoning, adaptability, and contextual fidelity of modern Large Language Models and Multi-Modal LLMs. As these models transition from static predictors to interactive systems capable of…
Recent advances in large language models, tool-using agents, and financial machine learning are shifting financial automation from isolated prediction tasks to integrated decision systems that can perceive information, reason over…
Financial institutions increasingly require AI explanations that are persistent, cross-validated across methods, and conversationally accessible to human decision-makers. We present an architecture for human-centered explainable AI in…
Current AI-assisted innovation systems typically apply a single ideation methodology (such as TRIZ or Design Thinking) using sequential prompt-based workflows that do not preserve intermediate reasoning structure. As a result, insights…
Human social interactions depend on the ability to infer others' unspoken intentions, emotions, and beliefs-a cognitive skill grounded in the psychological concept of Theory of Mind (ToM). While large language models (LLMs) excel in…
Memory emerges as the core module in the Large Language Model (LLM)-based agents for long-horizon complex tasks (e.g., multi-turn dialogue, game playing, scientific discovery), where memory can enable knowledge accumulation, iterative…
Effective financial reasoning demands not only textual understanding but also the ability to interpret complex visual data such as charts, tables, and trend graphs. This paper introduces a new benchmark designed to evaluate how well AI…
With advances in large language models (LLMs), researchers are creating new systems that can perform AI-driven analytics over large unstructured datasets. Recent work has explored executing such analytics queries using semantic operators --…
The rapid progress of Large Language Models (LLMs) has given rise to a new category of autonomous AI systems, referred to as Deep Research (DR) agents. These agents are designed to tackle complex, multi-turn informational research tasks by…
With the rapid improvement in the general capabilities of LLMs, LLM personalization, i.e., how to build LLM systems that can generate personalized responses or services that are tailored to distinct user personas, has become an increasingly…
Large Language Models (LLMs), prominently highlighted by the recent evolution in the Generative Pre-trained Transformers (GPT) series, have displayed significant prowess across various domains, such as aiding in healthcare diagnostics and…
AI agents that interact with users across multiple sessions require persistent long-term memory to maintain coherent, personalized behavior. Current approaches either rely on flat retrieval-augmented generation (RAG), which loses structural…
Generating professional financial reports is a labor-intensive and intellectually demanding process that current AI systems struggle to fully automate. To address this challenge, we introduce FinSight (Financial InSight), a novel multi…