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Perspectives

Transforming finance with Generative AI

Prompt engineering tips for financial insights

Generative AI has the potential to transform the finance function. As finance professionals seek to extract valuable insights using artificial intelligence, the art of prompt engineering (e.g., how to ask good questions) is emerging as a new skill set.

Terms to know

Three primary enterprise service delivery goals

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Generative AI

Creates new content (text, images, videos, etc.) from a dataset (PDF, XLS, integration to systems like ERP, etc.)

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Large language models (LLMs)

GenAI models that understand and generate text like humans

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Prompt

“Instructions” users give to a LLM (written in plain English)

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Prompting categories

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