JP Morgan built 'Ask David', a multi-agent system for investment research
By JP Morgan Chase (David Odomirok, Zheng Xue)Built and shared by JP Morgan Chase (David Odomirok, Zheng Xue), not by me. Summarised from the public sources below. Check them before you rely on a number.
- Who
- JP Morgan Chase (David Odomirok, Zheng Xue)
- Category
- Finance & legal
- Source
- YouTube
- Dates
- Published 29 May 2025 · Found 17 Oct 2026
David Odomirok and Zheng Xue from JP Morgan Chase describe 'Ask David', a multi-agent system that answers questions about the thousands of financial products the team covers. Questions that analysts used to research by hand are now answered by the system, with human experts kept in the loop because the stakes are high.
What they built
A supervisor agent receives the question and hands it to specialised sub-agents for different data types, such as structured data and documents. The answers are put together into a curated reply. The team started simple, iterated quickly, and used continuous evaluation to raise accuracy, with human review for critical decisions.
Sources
Bridgewater's AI analyst does hours of investment research in minutes
By Bridgewater Associates (Brendan McManus, Michael Ran, Santi Weight)
Bridgewater Associates' applied AI team built PAT (Pocket Analyst Tool), an internal AI analyst that draws on the fund's 50 years of investment knowledge. It has been rolled out to hundreds of investors and does deep exploratory research in minutes that used to take hours.
Norway's wealth fund uses Claude to screen every new investment for ESG risk within 24 hours
By Norges Bank Investment Management (NBIM)
Norges Bank Investment Management, which manages Norway's roughly 2 trillion dollar oil fund, uses Anthropic's Claude to screen every company on its first day in the equity portfolio. Within 24 hours, the AI flags possible links to forced labour, corruption or fraud.
Anthropic's legal team cut marketing review from 2-3 days to 24 hours
By Mark Pike (Anthropic)
Associate General Counsel Mark Pike shows how Anthropic's lawyers built their own Claude workflows without writing code. A self-service review tool in Slack lets marketing staff check their own material before it goes to Legal.
Want this in
your business?
Tell me which case caught your eye. I will tell you straight whether it fits, and what it would take.
Start a conversation →