Jamie-Lee Salazar - Creating an AI Finance Analyst (without replacing your job) | Ep.039

Tech for Finance

Listen in as we engage in a stimulating conversation with Jamie-Lee Salazar, the dynamic CEO and Co-Founder of Cobbler, a trailblazing startup dedicated to revolutionizing the world of finance through the power of AI. In our discussion, Jamie shares how her company’s AI analyst is changing the game by enabling finance teams to prioritise high-value tasks and automate the mundane ones. As we venture further into the conversation, we discuss how Cobbler mimics the structure of an employee, seamlessly integrating with your existing systems like ERP, data warehouse, and HR system. Our chat takes a fascinating turn as we explore the challenges and evolution of generative AI in the finance sector. Jamie-Lee provides a glimpse into the intricate process of fine-tuning AI models to yield precise results, as well as the hurdles faced while integrating different data sources. We also delve into how the quality of responses can be impacted by limited memory and tokens, emphasising the need for an experienced development team to design a product tailored for specific use cases. Lastly, we touch on some intriguing topics such as the importance of clear communication when purchasing new tools and the power of being an early technology adopter. Jamie also enlightens us on the significance of managing and cleaning data for AI and the future prospects of AI assistants and generative AI. Don't miss out on our engaging discussion about balancing work and family life and how taking small breaks to reset can add perspective to your life. Tune in to get an insightful peek into the power of AI & automation and how it can be leveraged as a tutor for various tasks. --------- WHERE TO FIND JAMIE-LEE --------- - LinkedIn - https://www.linkedin.com/in/jamieleerice/ - Website - https://cobbler.io/ ---------- CHAPTERS --------- (00:00) Automating Finance Work With AI (06:21) Generative AI in Finance (20:14) Honest Communication in Tool Purchases (26:51) Managing and Cleaning Data for AI (40:30) Future of AI Assistants and Generative AI (52:35) Balancing Work, Family Life, and Resets --- 📧: Sign up for The Tech for Finance Newsletter for more goodies at - https://www.techforfinance.com/newsletter