Revolutionizing Investment Analysis: The Next-GenAI Summarization Tool - Vector Intern Talks
The presentation examines the demanding and time-consuming task of summarizing quarterly reports from investment managers. The strategy implemented includes fine-tuning, prompt engineering, and retrieval-augmented generation (RAG) using agentic RAG and LangChain. Tools such as LlamaParse for text extraction and OpenAI’s LLM GPT-4o for summarization were utilized. The primary objective is to create an GenAI-driven tool capable of efficiently processing quarterly report PDFs and generating concise summaries, thereby enhancing decision-making efficiency.
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