Unlocking
Financial Insights

Generative AI for Document Summarization with Databricks

Workshop info:

Register for the Workshop Now

Overview

Join Tredence and Databricks for an innovative half-day workshop showcasing how Generative AI, powered by Databricks, is revolutionizing financial document analysis in the Financial Services industry.

This hands-on workshop will demonstrate how to leverage Large Language Models (LLMs) and the Databricks Data Intelligence Platform. Learn to automate and enhance the summarization of complex financial documents.

Though the workshop will be using Financial Services documents, document summarization and comparison is a common practice in many industries and we welcome those that are interested in cutting edge GenAI technology.

Key Highlights

AI-Driven Summarization:

Learn to implement AI-driven summarization for financial reports (e.g., SEC filings) for due diligence and investment strategy use cases in the Financial Services space.

Integration:

Integrate with best-of-breed AI models like ChatGPT, Mixtral, Llama, and DBRX.

Databricks’ Data Intelligence Platform AI Capabilities:

Explore Databricks’ Data Intelligence Platform AI capabilities, including AI governance, vector search, and curated open-source LLMs.

Live Demonstration:

Experience a live demonstration of building a scalable, end-to-end pipeline for financial document processing.

Agenda

12:30 PM - 1:00 PM Arrival and Networking
1:00 PM - 1:15 PM Technical Logistics Overview
1:15 PM - 2:15 PM Overview of Generative AI using the Databricks
Data Intelligence Platform
2:15 PM - 2:30 PM Break and Light Refreshments
2:30 PM - 4:30 PM Enablement of Generative AI in Databricks for
Summarizing Financial Data (10Q or 8K Declarations)
4:30 PM - 5:00 PM Session Summary
5:00 PM - 7:30 PM Happy Hour

Who Should Attend

The workshop will focus on leveraging AI for document analysis in the buy-side and sell-side sectors.

This information is valuable for professionals across the financial industry, particularly those in Asset Management, Private Equity, Investment Banking, Hedge Funds, Portfolio Management, and Wealth Management.

Meet Our Experts

Anugraha Sinha

Senior Manager,Data Science, Tredence

Sumit Saraswat

Data and AI Solutions Architect, Databricks

Join us to unlock the potential of Generative AI in transforming financial document analysis in the private equity industry.

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