Future of Finance Lab Session #5, AI tools Perplexity, Gemini, Claude and Excel Agent + Jamie Evans

Описание: Unlock the real story behind AI in financial modeling with the final 2025 session of the Future of Finance Lab, hosted by Lance Rubin (CFO, Model Citizen) and featuring Jamie Evans (Senior AI Analyst, JQTech Global). In this candid, hands-on discussion, we put leading AI tools—including Perplexity, Gemini, ChatGPT, Claude, and Microsoft Excel Agent—to the test on complex financial modeling tasks.

Discover:

The key challenges of using AI in finance, from hallucinations and lack of business context to data governance and trust

Practical takeaways for finance professionals: why human oversight, prompt engineering, and data security are essential

Real-world case studies: automating a project finance waterfall model, benchmarking AI tools, and lessons learned from rapid tool evolution

Notable quotes and insights from industry experts on how to balance innovation with professional skepticism

Whether you’re a CFO, analyst, or tech enthusiast, this session delivers actionable strategies and honest perspectives on where AI stands today—and where it’s heading.

Explore the full Future of Finance Lab series for more deep dives, experiments, and expert commentary at the intersection of finance and technology.

#Finance #AI #FinancialModeling #FutureOfFinance #Excel #AIAutomation #DataGovernance