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Comment · 1 year ago
I'm optimistic that the ease of enforcing rules like this and better customer data (maybe via the apps) will lead to a better format. The annoyance grows from the rules causing us to be prompted to do or respond to things we don't want or need. When the taco bell guy asks if I want to add sour cream for the third time, I am getting pretty annoyed. I don't like sour cream, period. But every time they hit me with "would you like to double the chicken", even if I wasn't a yes upon driving to the window, I cave when they ask and both parties are probably happier for it. Management isn't totally wrong here because there are upsells that all of us would take when presented at the right time. It's a bit like ad targeting. Its just happening in realtime at the window.

So the problem in my mind is the format. How do you not ask 3 questions with every dish? Maybe the screens can help. Now that you have an AI that can follow the rules always and likely follow more complex decision trees quickly "at the window", it reasonable chains could start to dial in how this works to be more targeted and active vs passive at the right times.

Comment · 1 year ago
I wasn't read up on the guidelines. Thank you
Comment · 1 year ago
Anthropic just dropped “Claude for Financial Services”

-New models scoring higher on finance specific tasks

-MCP connectors for popular datasets/datastores including FactSet, PitchBook, S&P Global, Snowflake, Databricks, Box, Daloopa, etc

This looks a lot like what Claude Code did for coding: better models, good integrations, etc. But finance isn’t pure text, the day‑to‑day medium is still Excel and PowerPoint.Curious to see how this plays out in the long to medium term.

Devs already live in textual IDEs and CLIs, so an inline LLM feels native. Analysts live in nested spreadsheets, model diagrams, and slide decks. Is a side‑car chat window enough? Will folks really migrate fully into Claude?

Accuracy a big issue everywhere, but finance has always seemed particularly sensitive. While their new model benchmarks well, it still seems to fall short of what an IBank/PE MD might expect?

Curious to hear from anyone thats been in the pilot group or got access to the 1 month demo today. Early pilots at Bridgewater, NBIM, AIG, CBA claim good productivity gains for analysts and underwriters.

Comment · 1 year ago
I gave it a shot to iterate on our current UI. It did try to solve the problem we were focused on, but it also randomly removed other features that we hadn’t touched or even talked about. This makes me believe there will be a lot of back and forth that is low value just correcting small details. In UX/UI details really matter. I'd probably opt to just move pixels around my self in this case.

If this were a brand new project with no existing UI at all and we just needed to spin up a quick prototype, I think it’d be great for that. And honestly, I do think LLMs will end up playing a big role in UX design over time—so this is definitely in the right direction.

But for real-world use cases where the UI already exists and quality or timesaving matter, it doesn’t feel like the right fit yet.

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