Posts by Mark Goodey
From Pilots to Platforms with Gen-AI for investment research, client communications and investment performance reporting commentary.
Summary; Pilots to Platforms with Gen AI and Agentic AI In asset and wealth management, AI has lingered too long in proofs‑of‑concept—interesting demos that rarely touched investment research, quarterly investment snapshots, factsheets, RFP responses, or client reporting. That phase is ending. With governance‑first platforms, multi‑agent orchestration, and human‑in‑the‑loop controls, ‘agentic AI’ is crossing the chasm…
Read MoreWhy Context Augmented Generation (CAG) Is Becoming Essential for Financial Services AI
Financial‑services firms are moving fast to embed AI into high‑value workflows — from investment research to compliance, reporting and client engagement. But as models become more powerful, the real differentiator isn’t just capability. It’s context. Context‑Augmented Generation (CAG) is emerging as a foundational architecture for financial‑services AI. It enhances the model’s output by integrating domain‑specific…
Read MoreAgentic AI in Financial Services: From Pilots to Platforms
Executive takeaways for asset & wealth management teams; Investment marketing communication, research and client communication Agentic AI is moving from pilots to platforms. Microsoft, Google, Anthropic and Cohere have introduced enterprise‑grade orchestration, governance and multi‑agent capabilities designed for regulated environments. These are now viable for client reporting, performance attribution, and commentary workflows—provided you pair…
Read MoreImpact Social, powered by AI infin8, introduces Social Media Analysis: Behavioural Intelligence Behind Early Non-Farm Payroll (NFP) Forecasting
In the world of financial markets, few data releases are as closely watched as the U.S. Non-Farm Payrolls (NFP) report. It’s a key indicator of economic health, influencing everything from interest rate expectations to equity and currency markets.
Read MoreTrump vs. data: do markets trust US stats anymore? Yes, with real time sentiment analysis
Firing of Bureau of Labor Statistics (BLS) Head and attempt on Federal Reserve Governor On August 1, 2025, President Trump fired Erika McEntarfer, the Commissioner of the Bureau of Labor Statistics, following a disappointing jobs report that showed only 73,000 jobs added in July, with 258,000 fewer jobs created in May and June than previously…
Read MoreBreak free from a single AI vendor
Break Free: Why Your AI Strategy Needs to be LLM-Agnostic Anthropic, DeepSeek, Open-AI, Meta, Google and Microsoft have all made AI releases this month. Again. Whilst these developments certainly represent progress, they highlight a critical concern for forward-thinking organisations: the risk of vendor lock-in. When you build your knowledge bases, workflows, and custom or over-hyped…
Read MoreContext Windows and Contextual Augmented Generation
Claude’s Memory Revolution: AI That Remembers You Imagine an AI that doesn’t just respond—it remembers. With a staggering 1 million-token memory, Claude can absorb entire projects, recall past conversations, and maintain continuity across weeks or even months. Anthropic’s latest upgrade transforms Claude from a clever chatbot into something more profound: a digital partner with contextual…
Read MoreAI terms in 2025 we help you to understand in simple plain language
AI terms in 2025 we help you to understand in simple plain language Generative AI: AI that creates text, images, etc. Chatbot: AI that simulates human conversation Compute: Processing power for AI models Computer Vision: AI that understands images and videos AGI (Artificial General Intelligence): AI that can do anything a human can do. AI…
Read MoreThe Multi-Use Case Imperative: Financial Services Needs Adaptable AI Solution
Following recent discussions about AI frameworks in financial services, I’ve been reflecting on a fundamental question that keeps surfacing in boardrooms: “How do we avoid the technology trap of single-purpose solutions that quickly become obsolete?”
Read MoreThe LLM Landscape Changes on a Dime: How Financial Services Can Keep Up
The pace of innovation in large language models is accelerating so rapidly that what is cutting-edge today might be obsolete in six months. This creates a fascinating challenge for financial services firms building intelligent automation around compliance, risk assessment, and regulatory reporting.
Read More