At Perplexity, we believe that thanks to our modern AI-enhanced toolset, we can transform the way research is conducted in financial markets. The company has added new features that it believes will make its AI service a go-to tool used by financial professionals. The aim is to help you make important decisions about where to invest your capital based on the information these experts can provide.
This confidence stems from the company’s newest tool called Internal Knowledge Search. This latest offering allows Pro and Pro Enterprise plan users to search the data they provide to AI, rather than searching the entire internal knowledge base. For example, it would allow “financial services firms to conduct more robust due diligence by leveraging internal investigations (and) call records.”
However, the special sauce that makes Internal Knowledge Search so valuable is taking data provided by customers and enriching it with data retrieved from the Internet. Aravind Srinivas, CEO of Perplexity, said, “Being able to perform all research across internal and external data sources in one unified knowledge platform will significantly increase productivity for any company.” I am. Services that retrieve data include Crunchbase and FactSet.
Additionally, Perplexity has added a feature called Spaces, which allows team members within your organization to have a dedicated place to collaborate. These “collaboration hubs” allow colleagues to share files and customize AI assistants and models, while providing access controls to ensure that only authorized people have access to the data. will be done.
Time will tell whether Perplexity can achieve its lofty goal of changing the way business is done in the financial sector, or whether it will succumb to big players like Google and OpenAI.
