AI for Financial Services: Succeeding with Agents and RAG Applications
Join us to hear how invest firm, Bay Point Advisors, built a secure, AI-powered investor portal that helps answer investors' questions faster and more accurately with custom responses.
Join us for a session on AI foundations in financial services. How do you know you’re ready to deploy AI in production? Financial Services Institutions must consider everything from security and compliance to mission-critical production. Join us to hear how investment firm, Bay Point Advisors, built a secure, AI-powered investor portal that helps answer investors' questions faster and more accurately with custom responses. Even fund managers who had worked with their portfolios for years were surprised to see the insights!
During this session, you’ll learn how to:
- Evaluate the critical steps to ensure AI deployments in financial services are secure and compliant
- Leverage enterprise data sources (like hundreds of PDFs) to build smarter customer-facing applications
- Use advanced RAG to deliver custom, accurate answers
- Simplify deployment by leveraging a serverless architecture on Azure - cutting down on infrastructure overhead
This session is packed with hands-on insights for CTOs and architects who are navigating RAG pipelines, embedding strategies, and real production infrastructure with an eye toward the future.
Speakers
Gregory Petrossian
Global Lead, Microsoft Partnership
DataStax