Christian Martinez - How Finance Can Augment Intelligence using Generative AI | Ep.018

Episode #18

Episode -18: In this episode, Christian Martinez, Finance Automation Manager at the Kraft Heinz Company, shares his insights on embracing AI in the world of finance. We explore the use of generative AI like ChatGPT alongside traditional automation tools like Alteryx, Tableau, and Snowflake, and discuss how Python programming is becoming increasingly accessible for finance professionals.


Christian also sheds light on the decision-making processes behind choosing AI tools and how focusing on fundamentals can lead to better results. From machine learning algorithms for forecasting to web scraping for pricing strategy, and automating tasks in Excel and PowerPoint, we delve into the myriad of applications Python has to offer. We also discuss the potential growth of single-use applications, the importance of soft skills like storytelling and stakeholder management, and much more. Don't miss out on this captivating conversation with Christian Martinez!


Show Notes


Where to find Christian:


Medium - https://christianmartinezfinancialfox.medium.com/

LinkedIn - https://www.linkedin.com/in/christianmartinezthefinancialfox/


Tech Mentioned


- Alteryx: https://www.alteryx.com/

- Tableau: https://www.tableau.com/

- Snowflake: https://www.snowflake.com/

- ChatGPT: https://www.openai.com/chatgpt/

- Python: https://www.python.org/

- Google Colab: https://colab.research.google.com/

- Jupyter Notebooks: https://jupyter.org/

- Cody: https://getcody.io/

- Dedupely: https://dedupe.ly/

- Blinkist: https://www.blinkist.com/


People


- Glenn Hopper: https://www.linkedin.com/in/gbhopperiii/


Other Resources


- Zane's Superhuman Newsletter: https://superhuman.beehiiv.com/

- "There's an AI for That" List: https://theresanaiforthat.com/

๐Ÿ“ง: Sign up for The Tech for Finance Newsletter here

๐Ÿ“บ: Subscribe on YouTube here


Contents


-[0:02:55] Automation and Generative AI for Global Teams

-[0:04:59] Benefits of Chatbots and Automation for Business Process Improvement

-[0:07:12] Use of Python in Finance

-[0:14:04] Machine Learning Tools for Python Script

-[0:15:51] Discussion on Low-Code Tools for Business Knowledge Management

-[0:20:10] AI and Automation in the Finance Industry

-[0:25:58] The Role of Hard and Soft Skills in the Age of Automation

-[0:30:23] Exploring the Benefits of Entrepreneurial Thinking and Data Democracy

-[0:32:16] Exploring Disposable Apps and Tableau

-[0:36:21] Conversation Summary: Exploring the Benefits of Chatbot Summarization