StocksTalk is a voice‑enabled conversational agent that turns spoken financial screening requests into validated structured queries over real‑world market data. It integrates streaming speech recognition, retrieval‑augmented constraint extraction, schema‑grounded LLM‑based SQL generation, rule‑based validation, and human‑in‑the‑loop verification, exposing intermediate reasoning artifacts for user inspection. A benchmark of 150 spoken prompts shows that its retrieval grounding, constrained query generation, and interactive verification improve constraint extraction accuracy, SQL executability, logical consistency, and multi‑turn stability over baseline LLM approaches.
By Akshat Parmar, Vikranth Udandarao, Abhay Shakya, Tanmay Hire, Avinash Anand, Rajiv Ratn Shah, Daniel Wang Zhengkui
arXiv:2607. 04103v3 Announce Type: replace-cross Abstract: Generative artificial intelligence is moving from general-purpose experimentation toward specialized applications across banking, capital markets, insurance, payments, and wealth management.
By Dennis Mao, Alessandra Lin, Yixin Kang, Yiqing Wang
arXiv:2607. 19409v1 Announce Type: new Abstract: Recent advances in large language models have accelerated deployment of agentic systems in operational finance.
By Wolfgang M. Pauli, Sarah Panda, Kidus Admassu, Said Bleik, Ademola Okerinde, Jeremy Reynolds
arXiv:2506.11635v2 Announce Type: replace-cross
Abstract: Credit card fraud mitigation plays a significant role in modern society. While fraud detection systems are essential, they often struggle to...
By Shaun Shuster, Eyal Zloof, Asaf Shabtai, Rami Puzis
arXiv:2511. 07322v3 Announce Type: replace-cross Abstract: While LLMs have shown great success in financial tasks like stock prediction and question answering, their application in fully automating Equity Research Report generation remains uncharted territory.
By Song Jin, Shuqi Li, Shukun Zhang, Rui Yan
Finance Agent v2 (by Vals AI) has emerged as the reference benchmark for evaluating both Anthropic Claude and OpenAI ChatGPT frontier language models on financial tasks. However, it narrowly deals with periodic reporting from publicly traded companies (SEC 10-K and 10-Q filings), and its agentic harness relies on naive, unenriched chunk retrieval.
arXiv:2606. 23032v2 Announce Type: replace Abstract: Finance Agent v2 (by Vals AI) has emerged as the reference benchmark for evaluating both Anthropic Claude and OpenAI ChatGPT frontier language models on financial tasks.
By Mostapha Benhenda
arXiv:2606. 23032v3 Announce Type: replace Abstract: Finance Agent v2 (by Vals AI) has emerged as the reference benchmark for evaluating both Anthropic Claude and OpenAI ChatGPT frontier language models on financial tasks.
By Mostapha Benhenda
arXiv:2606. 11238v1 Announce Type: cross Abstract: Ship finance is a data-intensive and document-heavy segment of asset-based lending, requiring the integration of financial, technical, contractual, and regulatory information from heterogeneous and largely unstructured sources.
By Lasse Dierich, Orestis Schinas
The paper introduces an AI economist agent that integrates large language models, retrieval‑augmented generation, knowledge graphs, and quantitative models to conduct evidence‑based economic and financial scenario analysis. The framework orchestrates LLM agents to plan analyses, retrieve relevant evidence, and structure economic mechanisms, while registered quantitative models produce numerical outcomes and predefined tests validate intermediate results for inclusion in the final report. Applied to European macro‑financial stress scenarios and bank capital analysis, the empirical study demonstrates the agent’s ability to combine flexible evidence retrieval and scenario construction while maintaining traceability to sources and explicit model calculations.
By Masahiro Kato
arXiv:2605. 05409v2 Announce Type: replace Abstract: Financial document question answering (QA) demands complex multi-step numerical reasoning over heterogeneous evidence--structured tables, textual narratives, and footnotes--scattered across corporate filings.
By Yang Shu, Yingmin Liu, Zequn Xie
RSIV-Harness is a framework that keeps language model weights fixed while recursively improving the surrounding harness based on failure traces, using a four-layer evaluation to ensure stability. It addresses challenges in open-domain conversational text-to-visualization, such as ambiguous user requests, data source discovery, and iterative chart refinement. The introduced ODAC-Vis benchmark evaluates these capabilities across 640 tasks, and experiments show significant gains in executability and chart structure after a single RSIV-Harness iteration.
By Jiawei Lu, Chen Zhang, Jinwei Lu, Yuanwei Song, Yuanfeng Song, Raymond Chi-Wing Wong