David Odomirok and Jane from JP Morgan Private Bank discuss "Ask David," an AI-powered solution designed to automate and transform the investment research process. David introduces the problem of manually managing and answering questions about thousands of investment products, which is time-consuming and limits scalability. Jane then dives into the technical details, explaining that Ask David is a domain-specific QA agent that leverages structured and unstructured data, as well as proprietary models and analytics. She details the multi-agent system architecture, including the supervisor agent and specialized sub-agents for structured data, unstructured data, and analytics. Jane also shares lessons learned, emphasizing fast iteration, early evaluation, and the importance of keeping humans in the loop to ensure accuracy, especially given the high stakes involved with billions of dollars of assets at risk.
