Why Your AI Assistant Isn't Enough: How Finance Firms Run LLMs at Scale

Most finance teams have dabbled with AI — summarising decks, drafting memos, polishing emails. That's table stakes. The firms pulling ahead aren't using AI as a chat tool. They're running frontier LLMs in production — across every analyst, every workflow, every document that touches the firm. This video breaks down what that actually looks like in practice: how to structure AI workflows around your firm's logic, how to get full source traceability down to the cell in Excel, and how to build a knowledge graph that turns every analysis into compounding firm IP. We also walk through the benchmark data: what happens when you run a 63-question DDQ or a full CIM analysis through a single chat prompt — and what a structured, agent-based approach delivers instead. 0:00 Why Chat AI Isn't Enough 0:30 Building Workflows Around Your Firm's Logic 1:00 Why Single Prompts Break at Scale 1:17 DDQ Benchmark: 63 Questions, One Shot 1:49 CIM Benchmark: Single Prompt vs Structured Agent 2:35 Every Number Traced to Its Source 2:58 Reading and Building Complex Excel Models 3:35 Turning Every Analysis Into Firm IP 4:23 Connecting Your Documents, CRM and Inbox 4:38 Two Paths for Your Firm in 12 Months WHO THIS IS FOR: — Private equity & venture capital analysts — Investment banking teams running due diligence — Finance operations & strategy teams — CTOs and heads of data at financial services firms — Anyone evaluating enterprise AI for knowledge-intensive workflows #v7go #aiforfinance #privateequity #duediligence #llms #enterpriseai #financialservices #aiworkflows #venturecapital #investmentbanking #artificialintelligence #aiproductivity #fintech #aiagents #knowledgework Learn more about V7 - https://v7labs.com Follow us on Linkedin https://www.linkedin.com/company/v7labs Follow us on Twitter: https://twitter.com/v7labs Follow us on Tik Tok: https://www.tiktok.com/@v7labs