AI Banking Insights: Measure Helpfulness Before Offers
Measure AI banking insights with an intervention-outcome ledger that separates customer help from offers, honors preferences, and stops repeat noise.
FIELD NOTES / CATALOG 01
AI Tools for Finance
Reviews, comparisons, and implementation guides for AI-driven tools used in personal finance, financial research, and corporate workflows.
Why Vanguard Bought Altruist: An AI Due-Diligence Checklist
Use the Vanguard-Altruist deal to evaluate which AI wealth-management capabilities can scale across custody, advisor workflows, data, and human oversight.
AI and Banking: PicPay vs ChatGPT Finances
A practical comparison of PicPay's ChatGPT integration and OpenAI Finances, including permissions, privacy questions, limits, and safer prompts.
Perplexity for Finance: Research, Excel & Document Chat
Use Perplexity for finance research, document analysis, and Excel workflows with source checks, privacy controls, and copyable analyst prompts.
NotebookLM for Stock Research: A Finance Workflow Guide
Use NotebookLM for stock research with a cited source pack, copyable analyst prompts, verification tests, and privacy controls for financial data.
AI Expense Analysis Prompt: A Privacy-Safe Workflow
Analyze an anonymized bank statement with AI using a controlled data contract, category review queue, anomaly checks, and privacy safeguards.
Best AI Tools for Finance Teams in 2026: Workflow Guide
Compare AI tools for finance research, spreadsheets, FP&A, and AP using a 30-point scorecard, control checklist, and two-week pilot plan.