Why Does ChatGPT for Finance Bundle Earnings Transcripts?

Joseph Kim says ChatGPT for financial services bundles quarter earnings transcripts in-house because outside connectors failed too often. Some big names showed a 40% plus error rate, so the only workable fix at scale was to control the data end to end. The extra money paid on top to bundle the data is worth it.

The case looked weak at first. He had worked on the product for the last six months, and a connector already available in the store made bundling hard to defend. A customer might already hold a license and feel they were paying twice. Tests of the connectors showed the error rates were really high. Customers love the result, and the number one thing they call out is the data.

In enterprise, the product has to deal with the reality of the industry. A conclusion that is easy to defend with logic and reason still fails when it ignores competitive forces and the objectives people already have. The data decision was industry specific, and it resonated with customers.