Finance-LLMs
Comprehensive Compilation of Real-World LLM Implementation in Financial Services
Stars: 66
Finance LLMs is a comprehensive compilation of LLM implementation in financial services, featuring curated models, practical applications, and cutting-edge developments at the intersection of AI and finance. The repository serves as a central resource for finance-focused LLMs across various sectors such as banking, wealth management, payments, fintech, insurance, and risk management. It categorizes examples based on use case types: Enterprise-Wide, Specialized Model, and Plug-and-Play, showcasing how financial institutions leverage LLM solutions to streamline operations, enhance customer service, automate tasks, and improve efficiency.
README:
From banking and trading to compliance and asset management, LLMs are reshaping the way financial services operate.
This repository is a central resource for finance-focused LLMs—featuring curated models, practical applications, and cutting-edge developments at the intersection of AI and finance.
Have a great example of LLMs in the financial sector? Contribute by opening a pull request or submitting an issue.
-
Retail & Commercial Banking
- Covers personal and business banking services—checking and savings accounts, mortgages, SME financing, and credit solutions. Also addresses central banking operations, digital transformation in traditional banks, and AI-driven advisory for both retail and corporate clients.
-
Wealth Management & Capital Markets
- Encompasses asset and wealth advisory, hedge funds, mutual funds, investment banking, and private equity. Includes securities trading, research, analytics, and AI-driven investment platforms for institutional and retail investors.
-
Payments & FinTech
- Focuses on digital payments, card networks, cross-border transactions, BNPL, embedded finance, and blockchain solutions. Also highlights AI-based fraud detection, risk assessment, and automated payment infrastructure innovations.
-
Insurance & Risk Management
- Addresses life, health, property, and casualty insurance, along with reinsurance, underwriting automation, and actuarial modeling. Features AI-driven claims processing, fraud detection, personalized policy recommendations, and broader risk assessment tools.
Each example can be classified into one of 3 categories based on type of use case:
- Enterprise-Wide: Large-scale LLM deployments spanning multiple lines of business or the entire organization. These implementations typically address a broad range of tasks—such as customer support, internal operations, and compliance—within a unified, centrally managed framework.
- Specialized Model: Models either pre-trained or fine-tuned on focused datasets (e.g., regulatory filings, financial news) to achieve deep domain expertise. By narrowing the training data to specific tasks and terminology, they deliver higher accuracy and more relevant insights than general-purpose models.
- Plug-and-Play: Quick-to-deploy LLM solutions that handle specific use cases with minimal setup. Financial institutions leverage prompt engineering and ready-made integrations to streamline tasks—such as AI-powered chatbots or document processing—without extensive internal development.
| Name | Type | Date | Description | Site | Paper |
|---|---|---|---|---|---|
| HSBC × Harvey AI | Enterprise-Wide | Jan 2026 | HSBC partnered with Harvey AI to deploy AI across its global in-house legal function, streamlining workflows in contract analysis, due diligence, compliance, and litigation. | 🔗 | - |
| HSBC & Mistral AI | Enterprise-Wide | Dec 2025 | HSBC partnered with Mistral AI in a multi-year strategic collaboration to deploy self-hosted GenAI models across the bank, powering productivity tools for tailored client communications, financial analysis, multilingual translation, and faster development cycles. | 🔗 | - |
| Bank of America's AskGPS | Enterprise-Wide | Sep 2025 | BofA built AskGPS (Ask Global Payments Solutions), an in-house GenAI assistant trained on 3,200+ internal documents to help employees serving 40,000+ business clients answer complex inquiries. It reduces response times from hours to seconds, saving tens of thousands of employee hours annually. | 🔗 | - |
| Wells Fargo & Google Cloud AI | Enterprise-Wide | Aug 2025 | Wells Fargo uses Google Agentspace (powered by Gemini models) to deploy agentic AI across its workforce, enabling employees to find and synthesize information faster, automate tasks and workflows, and increase organizational agility. | 🔗 | - |
| U.S Bank & Amazon | Plug-and-Play | Aug 2025 | U.S. Bank deployed a real-time agent-assist system using Amazon Q in Connect together with Amazon Bedrock and Claude Haiku model to transcribe calls, detect customer intent, and surface relevant knowledge-base recommendations during voice interactions. | 🔗 | - |
| Brex Assistant | Plug-and-Play | Aug 2025 | Brex built an AI-powered financial assistant using Amazon Bedrock and Claude models to automate expense management, achieving 75% workflow automation and raising compliance rates from 70% to the mid-90s. | 🔗 | - |
| PayU | Plug-and-Play | Jul 2025 | PayU implemented a secure enterprise-AI assistant using Amazon Bedrock, deploying multi-agent workflows (via RAG and text-to-SQL) to enable employees to query business metrics, HR policies and operations data—all within a private VPC to satisfy regulatory data-residency and compliance needs. | 🔗 | - |
| Intuit TurboTax | Plug-and-Play | Jul 2025 | Intuit built Intuit Assist, an LLM-powered AI assistant within TurboTax that helps millions of users understand their tax situations, deductions, and refunds using a hybrid Claude–GPT system with RAG, fine-tuning, and strict regulatory compliance | 🔗 | - |
| Nubank | Plug-and-Play | May 2025 | Nubank built an AI “private banker” using GPT-4 and agentic frameworks like LangChain and LangGraph to automate customer support and money-transfer workflows. The system handles millions of user queries and transactions autonomously—reducing transfer times and improving accuracy—through coordinated LLM agents and a production-grade LLMOps platform. | 🔗 | - |
| Apoidea Group | Specialized LLM | May 2025 | Apoidea Group, in collaboration with Amazon SageMaker HyperPod and using the LLaMA‑Factory framework, built a solution called SuperAcc that is based on a fine-tuned multimodal model Qwen2‑VL‑7B‑Instruct to enhance visual information extraction from banking documents, boosting table-structure recognition accuracy substantially and reducing processing times from hours to minutes. | 🔗 | - |
| Capital One Chat Concierge | Specialized LLM | Feb 2025 | Chat Concierge, built on a fine-tuned Llama LLM, helps car buyers compare vehicles, explore financing, estimate trade-in values, and schedule test drives. Fine-tuned on Capital One's proprietary data, it also utilized an agentic approach to understand preferences, tailor recommendations, ensure policy compliance, and engage in human-like interactions. | 🔗 | - |
| Deutsche Bank & Google | Enterprise-Wide | Feb 2025 | Deutsche Bank leverages Google Cloud’s Vertex AI and Gemini LLMs to streamline banking operation. It involves automating document processing for regulatory compliance, enhancing customer support with AI-powered assistants, and accelerating software development for financial services. | 🔗 | - |
| CommBiz Gen AI | Plug-and-Play | Jan 2025 | Together with AWS, the Commonwealth Bank of Australia (CBA) rolled out a Gen-AI powered messaging service to assist tens of thousands of business customers with inquiries, facilitating quicker payments and efficient transactions. They leveraged Amazon Bedrock Knowledge Bases, Claude 3 and Cohere LLMs, and Amazon OpenSearch as the vector database. | 🔗 | - |
| North for Banking | Enterprise-Wide | Jan 2025 | RBC and Cohere co-developed and securely deployed an enterprise generative AI (genAI) solution optimized for financial services, building upon Cohere's proprietary foundation models | 🔗 | - |
| Amazon Finance | Enterprise-Wide | Dec 2024 | Amazon Finance Automation built a generative-AI Q&A chat assistant on Amazon Bedrock to empower analysts to quickly answer customer queries by retrieving and synthesising policy knowledge, accelerating response times and reducing manual research | 🔗 | - |
| Banestas & Google | Enterprise-Wide | Dec 2024 | Banestes, a Brazilian bank, used Gemini in Google Workspace to streamline work dynamics, such as accelerating credit analysis by simplifying balance sheet reviews and boosting productivity in marketing and legal departments. | 🔗 | - |
| Commerzbank & Google | Plug-and-Play | Nov 2024 | Commerzbank utilizes Google's Gemini 1.5 Pro, a multimodal large language model, to automate financial advisory workflows by enabling efficient documentation of client interactions and analysis of complex financial data. Its long context allows it to handle lengthy financial documents and multimedia content seamlessly. | 🔗 | - |
| OCBC ChatGPT | Plug-and-Play | Nov 2024 | OCBC Bank became the first Singapore bank to deploy a generative AI chatbot, OCBC ChatGPT, to all 30,000 employees across 19 countries, aiming to assist with tasks such as writing, research, and ideation. Developed with Microsoft Azure and following a successful six-month trial, the chatbot operates securely on the bank's private cloud to ensure data security. | 🔗 | - |
| BBVA & OpenAI | Enterprise-Wide | Nov 2024 | Global financial institution BBVA signed an agreement with OpenAI for 3,000 ChatGPT Enterprises licenses, leading to increased productivity and creativity. Staff across various departments have developed over 2.9k specialized GPTs that boost efficiency, spark creativity, and share expert knowledge across their organization of 125,000 e.g., tasks like translating risk-specific terminology and drafting responses to client inquiries. | 🔗 | - |
| PennyMac & Google | Enterprise-Wide | Oct 2024 | Pennymac Financial Serives, a national home loan lender and servicer, integrates Google's Gemini LLMs across various departments to enhance efficiency and reduce costs while ensuring security and compliance. HR uses it for job descriptions and policy drafting, while the underwriting team uses Gemini to analyze proprietary data, improving regulatory understanding and best practices. | 🔗 | - |
| BNY Mellon - Eliza | Enterprise-Wide | Aug 2024 | BNY Mellon's AI chatbot Eliza leverages multiple LLMs, including OpenAI GPT-4, Google Gemini, and LLaMA, to assist employees with complex queries. It retrieves information from internal databases, streamlining workflows and improving efficiency. Eliza also enables employees to develop AI-driven tools for banking tasks like lead generation | 🔗 | - |
| BNP Paribas & Mistral AI | Enterprise-Wide | Jul 2024 | BNP Paribas has partnered with Mistral AI to integrate LLMs across various sectors, including customer support, sales, and IT. This collaboration enables the bank to deploy advanced AI models on-premises, ensuring compliance with regulatory standards. | 🔗 | - |
| DBS GPT | Enterprise-Wide | Jul 2024 | DBS Bank developed an in-house GenAI co-pilot, the CSO Assistant, to support 500 customer service officers in Singapore. It delivers real-time call transcription, solutioning, and auto-filling of service requests—achieving near 100% accuracy and reducing call handling time by up to 20%. | 🔗 | - |
| Bitext Mistral-7b-Banking | Specialized Model | Jun 2024 | Fine-tuned version of the Mistral-7B-Instruct-v0.2, specifically tailored for the banking domain. It is optimized to answer questions and assist users with various banking transactions | 🔗 | 🔗 |
| Scotiabank & Google | Plug-and-Play | May 2024 | Scotiabank uses LLMs via Google Cloud to enhance customer service and automate document processing. It features LLM-powered chatbot summarization for seamless handoffs and faster resolutions, plus enhanced Q&A and search for streamlined employee workflows. | 🔗 | - |
| ING Bank | Plug-and-Play | Feb 2024 | ING implemented a generative AI-powered customer-facing chatbot to enhance customer service efficiency. This chatbot utilizes a multi-step process that retrieves information from data stores, ranks potential answers by relevance, and applies strict guardrails to ensure accurate and appropriate responses. | 🔗 | - |
| Citi & GitHub Copilot | Plug-and-Play | Feb 2024 | Citi has focused on improving developer productivity by embracing LLM-based coding assistants by rolling out GitHub Copilot (powered by OpenAI’s Codex) to all of its 40,000 software developers enterprise-wide. It serves as an AI pair-programmer, suggesting code snippets, functions, or fixes inside developers’ code editors. | 🔗 | - |
| Akbank & Azure OpenAI | Plug-and-Play | Jan 2024 | Akbank, one of Türkiye's largest banks, uses Azure OpenAI Service to power an AI chatbot that automates customer support, improving accuracy to 90% and cutting response times by three minutes per interaction. This enhances efficiency and allows agents to focus on proactive service. | 🔗 | - |
| Ally Financial - Ally.ai | Plug-and-Play | Dec 2023 | Ally Financial, the largest digital-only bank in the US and a leading auto lender, launched Azure OpenAI LLM-powered Ally.ai to more than 700 customer care associates in summarizing conversations between them and Ally customers. This automation of post-call documentation for customer service associates is done through LLM summarization of customer call transcripts. | 🔗 | - |
| Westpac & KAI-GPT | Specialized Model | Jun 2023 | Australian lender Westpac is using KAI-GPT, a banking industry-specific LLM, to help bankers locate, interpret and understand information from policies, regulatory filings, procedures, and complex financial products. KAI-GPT is based on Pythia-Chat-Base-7B, fine-tuned on banking-related dataset comprising 24k question-answer pairs from Common Crawl, 18k questions from Kasisto's own conversational data, and 245 million words from 44k banking-related documents | 🔗 | 🔗 |
| XuanYuan 2.0 | Specialized Model | May 2023 | Chat model (built upon the BLOOM-176B architecture) trained by combining general-domain with domain-specific knowledge and integrating the stages of pre-training and fine-tuning, It is capable of providing accurate and contextually appropriate responses in the Chinese financial domain. | - | 🔗 |
| BBT-FinT5 | Specialized Model | Feb 2023 | Chinese financial pre-training language model (1B parameters) based on the T5 model, and pre-trained on the 300Gb financial corpus called FinCorpus | - | 🔗 |
| Name | Type | Date | Description | Site | Paper |
|---|---|---|---|---|---|
| Moody's AI Studio | Plug-and-Play | Aug 2025 | Moody's built AI Studio, a multi-agent AI platform that automates financial workflows like credit memo generation, cutting analyst time from 40 hours to 2–3 minutes by orchestrating specialized agents using proprietary and third-party data. The platform has been commercialized for financial clients and adopted internally by 40,000 employees, driving large-scale efficiency and competitive advantage. | 🔗 | - |
| FinRpt | Specialized Model | Nov 2025 | First comprehensive framework for automating Equity Research Report generation using LLMs, featuring a dataset integrating 7 financial data types, an 11-metric evaluation system, and a multi-agent framework with SFT and RL training. AAAI 2026. | 🔗 | 🔗 |
| AlphaAgents (BlackRock) | - | Aug 2025 | BlackRock developed a role-based multi-agent system powered by GPT-4o to enhance wealth management in equity portfolio constructions, enabling LLM agents to collaborate autonomously on equity research, stock selection, and portfolio optimization. | - | 🔗 |
| Nippon India Mutual Fund | Plug-and-Play | Jul 2025 | Nippon Life India Asset Management Ltd. (Nippon India Mutual Fund) used Amazon Bedrock Knowledge Bases to deploy a RAG AI assistant, leveraging Claude 3 Sonnet on Amazon Bedrock to reformulate queries and rerank responses. The solution increased answer accuracy by over 95% and reduced hallucinations by >90%, cutting report generation time from 2 days to about 10 minutes. | 🔗 | - |
| BlackRock Aladdin | Plug & Play | Jun 2025 | BlackRock’s Aladdin Copilot uses generative AI to let investors query portfolio and risk data in plain language, surfacing precise, contextual insights. It enhances productivity, decision-making, and personalization across the Aladdin platform while meeting strict compliance and accuracy standards. | 🔗 | - |
| IG Group & Anthropic | Plug & Play | Apr 2025 | IG Group partnered with Anthropic to deploy Claude for Work, doubling productivity in financial content creation, cutting over 70 hours of manual work weekly, and improving compliance and analytics workflows—all with ROI achieved in under three months. | 🔗 | - |
| Hebbia & OpenAI | Plug & Play | Mar 2025 | Hebbia and OpenAI have partnered to enhance financial institutions' efficiency by integrating OpenAI's advanced language models—o1, GPT-4o, and o3-mini—into Hebbia's Matrix platform. This multi-agent system automates complex tasks such as drafting investment committee memos, extracting key terms from credit agreements, and identifying red flags in legal documents, achieving up to 92% accuracy and reducing research time by up to 85%. | 🔗 | - |
| Endex & OpenAI | Plug-and-Play | Feb 2025 | Endex, an AI platform for financial firms, uses OpenAI’s advanced models—GPT-4o, o1-mini, and o3-mini—to power autonomous agents that retrieve, synthesize, and analyze complex financial data, helping firms automate tasks like earnings summaries, investment memos, and due diligence with greater speed and accuracy. | 🔗 | - |
| FinBLOOM | Specialized Model | Feb 2025 | FinBloom 7B, built on Bloom 7B, was trained on 14M financial news articles and 12M SEC filings, then fine-tuned with 50K financial queries for enhanced real-time data retrieval. This process ensures strong contextual understanding for financial decision-making. | - | 🔗 |
| FinE5 | Specialized Model | Feb 2025 | Fin-E5, the finance-adapted embedding model in FinMTEB, is built on the E5 model and trained using a persona-based data synthesis method to enhance performance across financial embedding tasks. | - | 🔗 |
| MUFG Bank | Plug-and-Play | Feb 2025 | MUFG Bank leveraged LLMs to automate data extraction and summarization from corporate reports, enabling faster financial analysis for FX & Derivative Sales. The system, leveraging retrieval-augmented generation (RAG) and fine-tuned prompts, reduces client presentation preparation from hours to minutes, thereby improving client advisory efficiency. | 🔗 | - |
| PIMCO & Azure | Enterprise-Wide | Feb 2025 | PIMCO developed ChatGWM, an AI-powered search tool built on Azure AI, to enhance client service by streamlining information retrieval for its associates. ChatGWM utilizes retrieval-augmented generation (RAG) to search across approved structured and unstructured data sources, and then process them with Azure OpenAI LLM to provide accurate and up-to-date information swiftly. | 🔗 | - |
| Rogo & OpenAI | Specialized Model | Feb 2025 | Rogo's fine-tuned OpenAI models and integration of extensive financial datasets (including S&P Global, Crunchbase, and FactSet) allows it to scale financial analysis and deliver real-time financial intelligence to >5k financial professionals, shifting their focus from manual work to high-value decision making. It uses GPT-4o for in-depth financial analysis, o1-mini for contextualizing financial data, and o1 for evaluations and advanced reasoning. | 🔗 | - |
| TigerGPT | Plug-and-Play | Feb 2025 | Tiger Brokers integrated DeepSeek's AI model, DeepSeek-R1, into its AI-powered chatbot, TigerGPT. This adoption aims to enhance market analysis and trading capabilities for its customers through the improved logical reasoning capabilities. | 🔗 | - |
| London Stock Exchange Group & Amazon Q | Plug-and-Play | Jan 2025 | London Stock Exchange Group’s post-trade services team deployed Amazon Q Business (running on Amazon Bedrock) with a front-end custom UI, document crawling of FAQs and rulebooks, and retrieval-augmented generation (RAG) plus validation via Claude v2 to deliver accurate answers in seconds for complex member queries. | 🔗 | - |
| Aditya Birla Capital | Plug-and-Play | Jan 2025 | Financial services provider Aditya Birla Capital implemented SimpliFi, a generative AI chatbot built on Azure OpenAI Service, to enhance customer engagement and streamline financial services. SimpliFi assists users in navigating financial solutions independently, aligning with the preferences of their 25 to 35-year-old demographic. | 🔗 | - |
| Touchstone-GPT | Specialized Model | Nov 2024 | Open-source financial LLM trained through continual pre-training and financial instruction tuning, which demonstrates strong performance on the financial bilingual (English and Chinese) Golden Touchstone benchmark. | 🔗 | 🔗 |
| Banca Investis | Plug-and-Play | Nov 2024 | Banca Investis launched NIWA, a GenAI-powered investment advisory platform designed to enhance customer engagement through hyper-personalized financial services. Serving as a "digital junior banker," NIWA analyzes over 500 pieces of information daily—including clients' financial assets, preferences, and market research—to provide tailored financial insights and real-time responses to investment-related inquiries. | 🔗 | - |
| FinTral | Specialized Model | Aug 2024 | Suite of multimodal LLMs built upon the Mistral-7b model and tailored for financial analysis. FinTral integrates textual, numerical, tabular, and image data, and is pretrained on a 20 billion token, high quality dataset | - | 🔗 |
| Goldman Sachs & Meta | Enterprise-Wide | Aug 2024 | Goldman Sachs introduced the GS AI Platform, a GenAI tool designed to enhance employee productivity across various use cases. Built on Meta's LLaMa models, the assistant aids in tasks such as summarizing and proofreading emails, extracting information from documents, as well as translating code between programming languages. | 🔗 | - |
| Nomura & Meta | Enterprise-Wide | Aug 2024 | Leading Japanese financial institution Nomura uses Meta's LLaMa models on Amazon Bedrock to democratize generative AI by driving faster innovation, transparency, bias guardrails, and robust performance across text summarization, code generation, log analysis, and document processing. | 🔗 | - |
| JPMorgan Chase IndexGPT | Enterprise-Wide | Jul 2024 | JPMorgan Chase launched a generative AI-based tool (via AWS Bedrock) called IndexGPT, designed to serve as a 'research analyst' for over 50,000 employees, aiding in various tasks that enhance productivity and decision-making within the firm. It is able to generate and refine written documents, provide creative solutions and summarize extensive documents. | 🔗 | - |
| IDEA-FinQA | Specialized Model | Jun 2024 | Financial question-answering system based on Qwen1.5-14B-Chat, utilizing real-time knowledge injection and supporting various data collection and querying methodologies, and comprises three main modules: the data collector, the data querying module, and LLM-based agents tasked with specific functions. | 🔗 | 🔗 |
| Ask FT | Plug-and-Play | Mar 2024 | LLM tool by Financial Times (FT) that enables subscribers to query and receive responses derived from two decades of published FT content. | 🔗 | - |
| BCI & Azure | Enterprise-Wide | Mar 2024 | British Columbia Investment Management Corporation (BCI) integrated Microsoft 365 Copilot and Azure OpenAI Service to enhance productivity and streamline operations. This implementation has led to a 10%-20% productivity boost for 84% of initial users, saving over 2,300 person-hours through automation. Notably, the time required to write internal audit reports decreased by 30%. | 🔗 | - |
| RAVEN | Specialized Model | Jan 2024 | Fine-tuned LLaMA-2 13B Chat model designed to enhance financial data analysis by integrating external tools. Used supervised fine-tuning with parameter-efficient techniques, utilizing a diverse set of financial question-answering datasets, including TAT-QA, Financial PhraseBank, WikiSQL, and OTT-QA | - | 🔗 |
| InvestLM | Specialized Model | Sep 2023 | Financial domain LLM tuned on LLaMA-65B, using a carefully curated instruction dataset related to financial investment. The small yet diverse instruction dataset covers a wide range of financial related topics, from Chartered Financial Analyst (CFA) exam questions to SEC filings to Stackexchange quantitative finance discussions. | 🔗 | 🔗 |
| CFGPT | Specialized Model | Sep 2023 | Financial LLM based on InternLM-7B that is designed to handle financial texts effectively. It was pre-trained on 584 million documents (141 billion tokens) from Chinese financial sources like announcements, research reports, social media content, and financial news, and then fine-tuned on 1.5 million instruction pairs (1.5 billion tokens) tailored for specific tasks of financial analysis and decision-making. | 🔗 | 🔗 |
| FinGPT | Specialized Model | Jun 2023 | Open-source financial LLM (FinLLM) using a data-centric approach (based on Llama 2) for automated data curation and efficient adaptation, aiming to democratize AI in finance with applications in robo-advising, algorithmic trading, and low-code development. | 🔗 | 🔗 |
| FinMA | Specialized Model | Jun 2023 | Comprehensive framework that introduces FinMA (Financial Multi-task Assistant), an open-source financial LLM fine-tuned (7B and 30B versions) from LLaMA using a diverse, multi-task instruction dataset of 136,000 samples. The dataset encompasses various financial tasks, document types, and data modalities. | 🔗 | 🔗 |
| Fin-Llama | Specialized Model | Jun 2023 | Specialized version of LLaMA 33B, fine-tuned (with QLoRA and 4-bit quantization) for financial applications using a 16.9k instruction dataset. | 🔗 | - |
| Morningstar - Mo chatbot | Plug-and-Play | May 2023 | Morningstar introduced Mo, an AI chatbot powered by the Morningstar Intelligence Engine, which combines Morningstar's extensive investment research library with Microsoft's Azure OpenAI Service. Mo is designed to provide investors and financial professionals with concise, conversational insights by processing natural language queries and summarizing relevant information from over 750,000 investment options. | 🔗 | - |
| Cornucopia-LLaMA-Fin-Chinese | Specialized Model | Apr 2023 | Open-source LLaMA-based model fine-tuned for Chinese financial applications. It uses instruction tuning with Chinese financial Q&A datasets to enhance domain-specific performance. | 🔗 | - |
| BloombergGPT | Specialized Model | Mar 2023 | 50-billion-parameter LLM specifically designed for financial applications and the industry's unique terminology, trained on a 363-billion-token dataset sourced from Bloomberg’s proprietary data, complemented with 345 billion tokens from general-purpose datasets | 🔗 | 🔗 |
| Morgan Stanley & OpenAI | Pre-trained | Mar 2023 | Morgan Stanley Wealth Management announced a partnership with OpenAI to develop an internal-facing GPT-powered assistant (AI @ Morgan Stanley Assistant), allowing financial advisors to query the bank’s vast research repository and internal knowledge base in natural language | 🔗 | 🔗 |
| FLANG-ELECTRA | Specialized Model | Oct 2022 | Domain specific Financial LANGuage model (FLANG) which uses financial keywords and phrases for better masking, and built on the ELECTRA-base architecture. Note: Considered a smaller LM as it has fewer than 1B params | 🔗 | 🔗 |
| FinBERT-21 | Specialized Model | Jul 2020 | FinBERT (BERT for Financial Text Mining) is a domain specific language model pre-trained on large-scale financial corpora, allowing it to capture language knowledge and semantic information from the finance domain. Note: Considered a smaller LM as it has fewer than 1B params | - | 🔗 |
| Name | Type | Date | Description | Site | Paper |
|---|---|---|---|---|---|
| Mercado Libre & OpenAI | Plug-and-Play | Sep 2024 | Mercado Libre uses GPT-4o to power Verdi, an internal development platform that enables 17,000 engineers to rapidly build AI tools—including for its fintech arm, Mercado Pago. Verdi accelerates application development and automates tasks like customer service mediation, supporting financial operations at scale while improving efficiency and consistency across its digital payments ecosystem. | 🔗 | - |
| FinQuery & Google | Plug-and-Play | Jun 2024 | FinQuery, a fintech company, is using Gemini as a productivity and collaboration tool to help in brainstorming sessions, draft emails 20% faster, manage complex cross-organizational project plans, and aid engineering teams with debugging code and evaluating new monitoring tools. | 🔗 | - |
| Discover Financial Services & Google | Enterprise-Wide | Apr 2024 | Discover Financial partnered with Google Cloud to utilize LLMs to helps its 10,000 contact center representatives to search and synthesize information across detailed policies and procedures during calls. | 🔗 | - |
| Adyen | Plug-and-Play | Nov 2023 | Adyen, a publicly-traded financial technology platform, uses LLMs to improve support operations, and enhance efficiency and response times, with smart ticket routing (which assigns tickets based on sentiment and content) and support agent copilot (which help agents answer tickets faster and more accurately) | 🔗 | - |
| Stripe & OpenAI | Plug-and-Play | Mar 2023 | Stripe integrates OpenAI’s GPT-4 to enhance its payment platform by analyzing business websites for better support, improving developer assistance through technical documentation processing, and detecting fraud by analyzing community interactions. | 🔗 | - |
| Name | Type | Date | Description | Site | Paper |
|---|---|---|---|---|---|
| Manulife & Azure | Plug-and-Play | Apr 2025 | Manulife built a RAG-based call center assistant on Microsoft Azure using Azure AI Search with GPT-3.5 for responses and Llama 3/GPT-4 for validation, reducing query time from 21.9 to 7.3 seconds and boosting service accuracy and efficiency. | - | 🔗 |
| Allianz Insurance Copilot | Plug-and-Play | Feb 2025 | An internal generative AI system to assist with claims management. Launched in 2024 for auto claims, it leverages cutting-edge LLMs to streamline workflows and automate key tasks. | 🔗 | - |
| AllianzGPT | Enterprise-Wide | Feb 2025 | Internal chatbot that leverages capabilities from different LLM providers (e.g., OpenAI, DeepSeek) on Azure to support general productivity tasks, as well as specific functional areas like audit, Risk Consulting actuarial and other business areas. | 🔗 | - |
| Newfront & Anthropic | Plug-and-Play | Dec 2024 | Newfront, an insurance platform serving 20% of U.S. startups with unicorn status, integrated Anthropic's Claude AI to enhance efficiency and client service. Claude automates complex insurance tasks, such as answering detailed benefits questions, reviewing contracts, and processing loss run documents. | 🔗 | - |
| Open-Insurance-LLM-Llama3-8B | Specialized Model | Nov 2024 | Llama 3 (8B model) fine-tuned with LoRA on the InsuranceQA dataset – a corpus of insurance domain Q&A pairs – to specialize it for insurance queries and conversations | 🔗 | - |
| Zurich Insurance & OpenAI | Plug-and-Play | Nov 2024 | Zurich Insurance Group turned to Microsoft Azure OpenAI Service to develop AI applications that lead to more accurate and efficient risk management evaluations, accelerating the underwriting process, reducing turnaround times, and increasing customer satisfaction. | 🔗 | - |
| Zurich Insurance & Azure | Plug-and-Play | Nov 2024 | Zurich Insurance Group leverages the LLM capabilities in Azure OpenAI Service to enhance its underwriting process by converting unstructured customer data—such as images, emails, and reports in various languages—into structured, actionable insights. | 🔗 | - |
| EXL Insurance LLM | Specialized Model | Sep 2024 | Industry-specific LLM that supports critical claims and underwriting-related tasks, such as claims reconciliation, data extraction and interpretation, question-answering, anomaly detection and chronology summarization. EXL utilized NVIDIA NeMo end-to-end platform for the fine-tuning process on 2 billion tokens of private insurance data. | 🔗 | - |
| Swiss Re & mea | Plug-and-Play | Sep 2024 | Swiss Re partnered with mea (a generative AI-powered global platform) for insurance process automation, such as extracting unstructured data from submission-related documents (e.g., Schedules of Value) and convert it into structured, analysable data. | 🔗 | - |
| Bitext Mistral-7B-Insurance | Specialized Model | Jul 2024 | Fine-tuned version of Mistral-7B-Instruct-v0.2, specifically tailored for the insurance domain. It is optimized to answer questions and assist users with various insurance-related procedures | 🔗 | 🔗 |
| Five Sigma - Clive | Plug-and-Play | Jul 2024 | Insurance tech startup Five Sigma leveraged Google's Gemini models to create an AI claims adjuster engine (Clive) which frees up human claims handlers to focus on areas where a human touch is valuable, like complex decision-making and empathic customer service. | 🔗 | - |
| New York Life | Enterprise-Wide | Jul 2024 | New York Life, the largest mutual life insurance company in the US, is actively integrating GenAI across various business functions to enhance efficiency e.g., underwriting, customer service, and hiring. | 🔗 | - |
| Trumble Insurance Agency & Google | Plug-and-Play | May 2024 | Trumble Insurance Agency is using Gemini for Google Workspace to significantly improve its creativity and the value that it delivers to its clients with enhanced efficiency, productivity, and creativity. | 🔗 | - |
| AXA Secure GPT | Enterprise-Wide | Apr 2024 | AXA developed AXA Secure GPT, a generative AI platform powered by Azure OpenAI Services, to enhance employee productivity while ensuring data security. This platform enables AXA's 140k employees to utilize AI tools within a secure environment, facilitating tasks such as drafting reports, summarizing documents, and generating content. | 🔗 | - |
| Allstate Insurance | Plug-and-Play | Mar 2024 | Allstate implemented generative AI models, specifically OpenAI's GPT, customized with company-specific terminology, to enhance customer communications and experience. This system generates approximately 50k daily emails for claims representatives, ensuring messages are clear, empathetic, and free from industry jargon. | 🔗 | - |
| Groupama & Azure OpenAI | Plug-and-Play | Feb 2024 | Groupama, a leading French mutual insurance group, uses Azure OpenAI Service to power a virtual assistant that helps customer managers respond to policyholder inquiries with 80% accuracy, improving efficiency and response quality. It is done through providing pre-written responses to policyholder inquiries, drawing from a comprehensive and secure documentation corpus. | 🔗 | - |
| LAQO insurance & Azure OpenAI | Plug-and-Play | Nov 2023 | LAQO, Croatia's first fully digital insurer, partnered with Infobip to develop Pavle, a 24/7 AI assistant powered by Azure OpenAI Service. Pavle resolves 30% of customer queries, allowing human agents to focus on complex cases and customer acquisition. | 🔗 | - |
| Roots Automation - InsurGPT | Specialized Model | May 2023 | Roots Automation released an LLM fine-tuned on insurance-specific documents (ACORD forms, First Notice of Loss (FNOL), loss runs) to automate and cut claims processing time significantly | 🔗 | - |
For Tasks:
Click tags to check more tools for each tasksFor Jobs:
Alternative AI tools for Finance-LLMs
Similar Open Source Tools
Finance-LLMs
Finance LLMs is a comprehensive compilation of LLM implementation in financial services, featuring curated models, practical applications, and cutting-edge developments at the intersection of AI and finance. The repository serves as a central resource for finance-focused LLMs across various sectors such as banking, wealth management, payments, fintech, insurance, and risk management. It categorizes examples based on use case types: Enterprise-Wide, Specialized Model, and Plug-and-Play, showcasing how financial institutions leverage LLM solutions to streamline operations, enhance customer service, automate tasks, and improve efficiency.
oreilly-hands-on-gpt-llm
This repository contains code for the O'Reilly Live Online Training for Deploying GPT & LLMs. Learn how to use GPT-4, ChatGPT, OpenAI embeddings, and other large language models to build applications for experimenting and production. Gain practical experience in building applications like text generation, summarization, question answering, and more. Explore alternative generative models such as Cohere and GPT-J. Understand prompt engineering, context stuffing, and few-shot learning to maximize the potential of GPT-like models. Focus on deploying models in production with best practices and debugging techniques. By the end of the training, you will have the skills to start building applications with GPT and other large language models.
free-for-life
A massive list including a huge amount of products and services that are completely free! ⭐ Star on GitHub • 🤝 Contribute # Table of Contents * APIs, Data & ML * Artificial Intelligence * BaaS * Code Editors * Code Generation * DNS * Databases * Design & UI * Domains * Email * Font * For Students * Forms * Linux Distributions * Messaging & Streaming * PaaS * Payments & Billing * SSL
Journal-Club
The RISE Journal Club is a bi-weekly reading group that provides a friendly environment for discussing state-of-the-art papers in medical image analysis, AI, and computer vision. The club aims to enhance critical and design thinking skills essential for researchers. Moderators introduce papers for discussion on various topics such as registration, segmentation, federated learning, fairness, and reinforcement learning. The club covers papers from machine and deep learning communities, offering a broad overview of cutting-edge methods.
aip-community-registry
AIP Community Registry is a collection of community-built applications and projects leveraging Palantir's AIP Platform. It showcases real-world implementations from developers using AIP in production. The registry features various solutions demonstrating practical implementations and integration patterns across different use cases.
HighPerfLLMs2024
High Performance LLMs 2024 is a comprehensive course focused on building a high-performance Large Language Model (LLM) from scratch using Jax. The course covers various aspects such as training, inference, roofline analysis, compilation, sharding, profiling, and optimization techniques. Participants will gain a deep understanding of Jax and learn how to design high-performance computing systems that operate close to their physical limits.
awesome-generative-ai-apis
Awesome Generative AI & LLM APIs is a curated list of useful APIs that allow developers to integrate generative models into their applications without building the models from scratch. These APIs provide an interface for generating text, images, or other content, and include pre-trained language models for various tasks. The goal of this project is to create a hub for developers to create innovative applications, enhance user experiences, and drive progress in the AI field.
SurveyX
SurveyX is an advanced academic survey automation system that leverages Large Language Models (LLMs) to generate high-quality, domain-specific academic papers and surveys. Users can request comprehensive academic papers or surveys tailored to specific topics by providing a paper title and keywords for literature retrieval. The system streamlines academic research by automating paper creation, saving users time and effort in compiling research content.
aitour-interact-with-llms
This repository is for the AI Tour workshop: Interacting with Multimodal models in Azure AI Foundry. The workshop provides a hands-on introduction to core concepts and best practices for interacting with OpenAI models in Azure AI Foundry portal. Participants can innovate with Azure OpenAI's GPT-4o multimodal model to generate text, sound, and images using GPT-4o-mini, DALL-E, and GPT-4o-realtime. The workshop also covers creating AI Agents to enhance user experiences and drive innovation. It includes instructions, resources for continued learning, and information on responsible AI practices.
awesome-generative-ai-guide
This repository serves as a comprehensive hub for updates on generative AI research, interview materials, notebooks, and more. It includes monthly best GenAI papers list, interview resources, free courses, and code repositories/notebooks for developing generative AI applications. The repository is regularly updated with the latest additions to keep users informed and engaged in the field of generative AI.
craftgen
Craftgen.ai is an innovative AI platform designed for both technical and non-technical users. It's built on a foundation of graph architecture for scalability and the Actor Model for efficient concurrent operations, tailored to both technical and non-technical users. A key aspect of Craftgen.ai is its modular AI approach, allowing users to assemble and customize AI components like building blocks to fit their specific needs. The platform's robustness is enhanced by its event-driven architecture, ensuring reliable data processing and featuring browser web technologies for universal access. Craftgen.ai excels in dynamic tool and workflow generation, with strong offline capabilities for secure environments and plans for desktop application integration. A unique and valuable feature of Craftgen.ai is its marketplace, where users can access a variety of pre-built AI solutions. This marketplace accelerates the deployment of AI tools but also fosters a community of sharing and innovation. Users can contribute to and leverage this repository of solutions, enhancing the platform's versatility and practicality. Craftgen.ai uses JSON schema for industry-standard alignment, enabling seamless integration with any API following the OpenAPI spec. This allows for a broad range of applications, from automating data analysis to streamlining content management. The platform is designed to bridge the gap between advanced AI technology and practical usability. It's a flexible, secure, and intuitive platform that empowers users, from developers seeking to create custom AI solutions to businesses looking to automate routine tasks. Craftgen.ai's goal is to make AI technology an integral, seamless part of everyday problem-solving and innovation, providing a platform where modular AI and a thriving marketplace converge to meet the diverse needs of its users.
Building-AI-Applications-with-ChatGPT-APIs
This repository is for the book 'Building AI Applications with ChatGPT APIs' published by Packt. It provides code examples and instructions for mastering ChatGPT, Whisper, and DALL-E APIs through building innovative AI projects. Readers will learn to develop AI applications using ChatGPT APIs, integrate them with frameworks like Flask and Django, create AI-generated art with DALL-E APIs, and optimize ChatGPT models through fine-tuning.
aiops-modules
AIOps Modules is a collection of reusable Infrastructure as Code (IAC) modules that work with SeedFarmer CLI. The modules are decoupled and can be aggregated using GitOps principles to achieve desired use cases, removing heavy lifting for end users. They must be generic for reuse in Machine Learning and Foundation Model Operations domain, adhering to SeedFarmer Guide structure. The repository includes deployment steps, project manifests, and various modules for SageMaker, Mlflow, FMOps/LLMOps, MWAA, Step Functions, EKS, and example use cases. It also supports Industry Data Framework (IDF) and Autonomous Driving Data Framework (ADDF) Modules.
edge-ai-suites
Edge AI Suites are collections of open, industry-specific AI software development kits (SDKs), microservices, and sample applications for independent software vendors (ISVs), system integrators, and solutions builders. These suites accelerate the development of custom AI solutions by offering curated sample applications, optimized code for AI, media, and end-to-end workloads, benchmarks, and deployment guides.
llm-engineer-toolkit
The LLM Engineer Toolkit is a curated repository containing over 120 LLM libraries categorized for various tasks such as training, application development, inference, serving, data extraction, data generation, agents, evaluation, monitoring, prompts, structured outputs, safety, security, embedding models, and other miscellaneous tools. It includes libraries for fine-tuning LLMs, building applications powered by LLMs, serving LLM models, extracting data, generating synthetic data, creating AI agents, evaluating LLM applications, monitoring LLM performance, optimizing prompts, handling structured outputs, ensuring safety and security, embedding models, and more. The toolkit covers a wide range of tools and frameworks to streamline the development, deployment, and optimization of large language models.
For similar tasks
Finance-LLMs
Finance LLMs is a comprehensive compilation of LLM implementation in financial services, featuring curated models, practical applications, and cutting-edge developments at the intersection of AI and finance. The repository serves as a central resource for finance-focused LLMs across various sectors such as banking, wealth management, payments, fintech, insurance, and risk management. It categorizes examples based on use case types: Enterprise-Wide, Specialized Model, and Plug-and-Play, showcasing how financial institutions leverage LLM solutions to streamline operations, enhance customer service, automate tasks, and improve efficiency.
ClicShopping
ClicShopping AI™ is an open-source Ecommerce platform powered by Generative AI, designed for B2B, B2C, and B2B-B2C businesses. It offers seamless shopping experiences, advanced AI integration, modular architecture for customization, and responsive design across devices. With features like GPT API integration, RAG-powered Business Intelligence Agent, multi-model AI support, and security compliance, ClicShopping AI™ is a comprehensive solution for online businesses. It also provides internationalization support, performance analytics, server performance optimization, content management, API connections, shipping and payment options, and a marketplace for additional modules and apps.
For similar jobs
ciso-assistant-community
CISO Assistant is a tool that helps organizations manage their cybersecurity posture and compliance. It provides a centralized platform for managing security controls, threats, and risks. CISO Assistant also includes a library of pre-built frameworks and tools to help organizations quickly and easily implement best practices.
llm-course
The llm-course repository is a collection of resources and materials for a course on Legal and Legislative Drafting. It includes lecture notes, assignments, readings, and other educational materials to help students understand the principles and practices of drafting legal documents. The course covers topics such as statutory interpretation, legal drafting techniques, and the role of legislation in the legal system. Whether you are a law student, legal professional, or someone interested in understanding the intricacies of legal language, this repository provides valuable insights and resources to enhance your knowledge and skills in legal drafting.
non-ai-licenses
This repository provides templates for software and digital work licenses that restrict usage in AI training datasets or AI technologies. It includes various license styles such as Apache, BSD, MIT, UPL, ISC, CC0, and MPL-2.0.
sec-parser
The `sec-parser` project simplifies extracting meaningful information from SEC EDGAR HTML documents by organizing them into semantic elements and a tree structure. It helps in parsing SEC filings for financial and regulatory analysis, analytics and data science, AI and machine learning, causal AI, and large language models. The tool is especially beneficial for AI, ML, and LLM applications by streamlining data pre-processing and feature extraction.
docq
Docq is a private and secure GenAI tool designed to extract knowledge from business documents, enabling users to find answers independently. It allows data to stay within organizational boundaries, supports self-hosting with various cloud vendors, and offers multi-model and multi-modal capabilities. Docq is extensible, open-source (AGPLv3), and provides commercial licensing options. The tool aims to be a turnkey solution for organizations to adopt AI innovation safely, with plans for future features like more data ingestion options and model fine-tuning.
AwesomeResponsibleAI
Awesome Responsible AI is a curated list of academic research, books, code of ethics, courses, data sets, frameworks, institutes, newsletters, principles, podcasts, reports, tools, regulations, and standards related to Responsible, Trustworthy, and Human-Centered AI. It covers various concepts such as Responsible AI, Trustworthy AI, Human-Centered AI, Responsible AI frameworks, AI Governance, and more. The repository provides a comprehensive collection of resources for individuals interested in ethical, transparent, and accountable AI development and deployment.
verifywise
VerifyWise is an open-source AI governance platform designed to help businesses harness the power of AI safely and responsibly. The platform ensures compliance and robust AI management without compromising on security. It offers additional products like MaskWise for data redaction, EvalWise for AI model evaluation, and FlagWise for security threat monitoring. VerifyWise simplifies AI governance for organizations, aiding in risk management, regulatory compliance, and promoting responsible AI practices. It features options for on-premises or private cloud hosting, open-source with AGPLv3 license, AI-generated answers for compliance audits, source code transparency, Docker deployment, user registration, role-based access control, and various AI governance tools like risk management, bias & fairness checks, evidence center, AI trust center, and more.
sec-edgar-mcp
SEC EDGAR MCP is an open-source Model Context Protocol (MCP) server that connects AI models to the rich dataset of SEC EDGAR filings. It provides tools for accessing SEC filing data, leveraging the EdgarTools Python library for fetching data from official SEC sources and performing direct XBRL parsing for financial precision. The server acts as a middleman between an AI client and the SEC's EDGAR backend, offering tools for company lookup, financial statements, insider transactions, and more. Responses are deterministic, maintain exact precision, and include clickable SEC URLs for verification.