October 31, 2024.
SBI Holdings Co., Ltd.
Wealth Advisor Co., Ltd.
SBI Holdings Inc. (Headquarters: Minato-ku, Tokyo, Representative Director and President: Yoshitaka Kitao, hereinafter referred to as 'the Company') and Wealth Advisor Co., Ltd., a subsidiary of SBI Global Asset Management Co., Ltd., a subsidiary of the Company (Headquarters: Minato-ku, Tokyo, President: Tomoya Asakura, hereinafter referred to as 'Wealth Advisor'), have developed a draft generation app for analyst reports and have begun operating it on the DataRobot AI Platform (*1).
・Background
At Wealth Advisor, the purpose of business is to provide unbiased financial information from a neutral and objective standpoint to help investors build their assets. We provide financial information through various media such as the financial institution app 'Wealth Advisor', the financial information website 'Wealth Advisor website', the smartphone app 'My Investment Trust', and the 'Stock Newspaper Web' etc. For financial institutions, we provide reports by specialized analysts to support investors' asset formation.
In the app developed this time, by having AI generate summaries of financial reports and press releases, analysts can focus on specialized areas such as risk factor analysis and investment decision-making that are difficult for AI. This aims to reduce the time required to create one report by about 30% and provide more reports.
・Overview of the App
The analyst report drafting app creates a draft summarizing company overview, performance trends, press releases, risk factors, etc. by having AI generate financial data & stock exchanges briefings and press releases. It is possible to adjust the number of characters and nuances of the output draft, making it adaptable to various styles. The generation AI adopts Google's AI model, "Gemini 1.5 Flash"(*2), leveraging the model's multimodal information processing capabilities and processing abilities for ultra-long sentences of 1 million tokens, enabling the generation of drafts that are closer to analysts with high accuracy.
The app is built on the DataRobot AI Platform, enabling rapid development and implementation.
- Future Initiatives
As business operations expand due to business growth, our group will strive to promote efficiency through digital transformation and the utilization of new technologies, continuing to provide better value to society and stakeholders.
(*) DataRobot AI Platform
The DataRobot AI Platform is a platform that centralizes the development and operational management of predictive AI and generative AI provided by DataRobot, Inc. In addition to the advanced model development and operational environment for predictive AI, it provides an efficient experimental and performance evaluation environment and robust monitoring and guardrail functions for generative AI solution development. This enables rapid development experiments and high-quality management, achieving the creation of innovative financial services.
(※2) Gemini is a trademark of Google LLC.
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