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Xuntu Technology joins hands with Doubao Big Model to bravely enter the "deep waters" of AI investment research

2024-08-20

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Financial information processing in the era of big models is a brand new proposition. Xuntu Technology focuses on investment research decision-making and joins hands with Doubao Big Model to enter the "deep waters" of AI investment research. At present, there are more than 500 roadshow meetings in the market every day, which is an important way for investment researchers to obtain key information. However, in the past, manual compilation of meeting minutes was time-consuming and labor-intensive, and important content was often omitted, which seriously affected the quality of investment research and decision-making efficiency.
Alpha, created by Xuntu Technology, is dedicated to serving institutional investors, helping investment researchers to listen to roadshows, conduct research, read opinions, and find incremental information. It has become a "research partner" for more than 3,000 professional investment institutions. When the commercial application of large models just began, Xuntu Technology launched the first generation of AI meeting minutes function in Alpha, which was a success.
Xuntu Technology is a data intelligence company focusing on investment research and decision-making. It is committed to providing forward-looking, in-depth and accurate industry information services and decision-making support to global investors and business leaders.
The pictures and content are from Xuntu Technology's official website
After the launch of Doubao Big Model, Alpha Party worked with Doubao Big Model to further upgrade the performance of AI minutes, and the generation efficiency and accuracy have been greatly improved. At the same time, with the high cost-effectiveness of Doubao Big Model, AI minutes cover more sessions and scenarios, serving more investment research personnel. At present, Alpha Party translates nearly 10,000 minutes of roadshow meetings every day, serving more than 30,000 professional investment research personnel at home and abroad.
01.
Compared with general note-taking tools
Alpha AI Minutes Several Major Advantages
More in line with the reading habits of investment researchers
The core team of Xuntu Technology all come from top asset management companies and have a stronger investment research perspective. Therefore, with the help of large models such as Doubao, they can perfectly integrate technology with investment research scenarios and provide exclusive minutes for investment researchers.
● Alpha AI minutes can provide meeting highlights by topic and investment research feature "Q&A";
● Provide segmented summaries to help users get the main points and quickly locate meeting content by topic;
● Extract core data, summarize key data from meeting exchanges in one table, and sort out performance guidance from the meeting.
Example of the effect generated by using the doubao-pro-128k tuned model
Accurately capture key information and have strong readability
With the help of the Doubao model, the Alpha faction's minutes are more concise and focused, the meeting points are clearly organized, details are not missing, and the Q&A summary is objective and accurate.
Example of the effect generated by using the doubao-pro-128k tuned model
The key points can be traced back to their sources, and the information sources are more credible
Meeting key points and Q&A questions and answers extracted by AI can be located to the original text for verification and confirmation with one click, which is more reliable and well-founded.
Example of AI minutes generated after optimization using doubao-pro-128k
The accuracy of transcription of proper nouns is far ahead
With the support of Doubao's large model and the optimization of Xuntu Technology's self-developed small model, the translation errors caused by inaccurate recognition of professional terms and unclear expressions of speakers have been significantly improved, and the translation effect is far better than the market models. Especially for industry conferences with many professional terms in medicine and chemical engineering, the optimized model can reduce the [professional term error rate] from 50% to 3%, and the [full text error rate] from 6.8% to 3.1%.
After using doubao-pro-128k model optimization, some examples of identifying content in the pharmaceutical industry
02.
Three major advantages
The Doubao model was highly recognized by Xuntu
Stronger Model
High accuracy: The Doubao model can accurately capture key information in the meeting. The generated minutes are highly consistent with the actual content and have good compliance with instructions, which meets the high accuracy requirements of financial scenarios.
High fidelity: The model can accurately identify and record key topics, viewpoints, and data in the meeting, and can infer the importance of information to ensure that key information is not missed, while achieving accurate traceability.
Strong ability to summarize long texts: For extremely long financial materials such as full-text meetings, research reports, etc., the Doubao model can provide high-quality summaries, especially when summarizing long texts, with less loss of details. While achieving accurate recall, it also ensures the detailed nature of the recalled content.
Lower price
The Doubao large model not only has powerful capabilities, but also reduces the cost of inference to the extreme. Compared with other large models of the same echelon, the cost is only one-tenth to one-twentieth. Processing 10,000 meetings saves tens of thousands of yuan. The better cost-effectiveness not only saves current costs, but also provides the possibility of exploring more application scenarios.
Easier to implement
Doubao Big Model has segmented models to choose from for FunctionCall, dialogue scenarios, and RAG scenarios, which maximizes the model quality of different segmented development scenarios. At the same time, the model deployment and monitoring platform cloud is ready to use out of the box, making it easy to get started.
In an era of information explosion, AI is becoming an important tool for financial institutions represented by fund companies to improve quality and efficiency by integrating into various links such as information collection, processing, and decision-making, helping them gain an advantage in the fierce market competition. I believe that with the continuous advancement of technology, Doubao Big Model will play a greater role in the financial field and bring value to more companies and institutions.
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