AI + Financial Modelling
I'm an ex IBanker turned corporate strategy at major telco. I've been tasked with making our team as AI pilled as possible as the organization wants to be on the frontier of AI and automation. We have CoPilot in Teams, agent builder and CoPilot in Excel. My perception is that there was an initial wave of FOMO with AI, boards pushed big spends driving enterprise uptake on CoPilot/Claude/GPT which boosts their top line revenue but, outside of software eng and acting as a more robust Google Search, email drafter and verbose legal contract interpreter, I have not seen meaningful uptake to completely replace entire manual workflows. Granted I think the incentive to streamline and automate work is less in a 9-5 versus professional services where time is of essence, so perhaps the use cases I am seeing are less creative thus far.
I'm looking for inspiration on ways it has been successfully integrated into analyst style workflows in Excel such as financial modelling - where do you find it useful, where do you find it weak and what tools - Tracelight, Shortcut, Endex, Claude in Excel, CoPilot, others? - have you found useful... or perhaps you have had issues with the major tools, or maybe you just think it's better to do things in Excel by hand?