Welcome to the forefront of conversational AI as we explore the fascinating world of AI chatbots in our dedicated blog series. Discover the latest advancements, applications, and strategies that propel the evolution of chatbot technology. From enhancing customer interactions to streamlining business processes, these articles delve into the innovative ways artificial intelligence is shaping the landscape of automated conversational agents. Whether you’re a business owner, developer, or simply intrigued by the future of interactive technology, join us on this journey to unravel the transformative power and endless possibilities of AI chatbots.
FactSet, a global financial digital platform and enterprise solutions provider, today announced the launch of Pitch Creator, a groundbreaking GenAI-powered solution designed to revolutionize pitchbook creation for investment banks. By automating the time-consuming tasks of model analysis and presentation building, FactSet Pitch Creator can reduce hours of manual work into minutes, creating the productivity gains necessary for junior bankers to prioritize high-impact strategic initiatives that drive new business opportunities.
Elements of Pitch Creator leverage FactSet Mercury, the company’s Gen AI-powered chatbot, to allow users to give directives, access templates, build slides, and surface auditable insights from structured and unstructured data using natural language prompts. Seamless integration with Microsoft Office enables junior bankers to efficiently compile, analyze, and source-link company research and market data, then transfer them directly into Excel models and PowerPoint presentations.
Key features of Pitch Creator include:
“With junior bankers often working 80 to 100 hours each week, FactSet saw an opportunity to streamline workflows, drive efficiency, and improve work-life balance,” said Kendra Brown, Senior Vice President and Senior Director of Banking and Sell-Side Research at FactSet. “Pitch Creator was designed to allow junior bankers to refocus their energy and attention on strategic functions that drive revenue by automating tasks like model building and presentation formatting.”
“Pitch Creator combines FactSet’s leading Microsoft Office productivity suite with our advanced AI to foster innovation, strategic thinking, and firm-wide efficiency for banks,” said Kristy Karnovsky, Head of Dealmakers and Wealth at FactSet. “With the power of FactSet Pitch Creator, junior bankers can leverage source-linked data, while incorporating branded designs and refreshed layouts into their pitchbooks, empowering them to deliver high-impact presentations to clients.”
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