Most teams today are connecting Claude, or another AI tool, directly to a handful of systems: a CRM, a document store, a...
Jo Goodwin
Most teams today are connecting Claude, or another AI tool, directly to a handful of systems: a CRM, a document store, a...
Jo Goodwin
Most teams using Claude and other frontier LLMs today are getting real value from them. A question gets asked, the model...
Jo Goodwin
Private equity and investment banking teams are not short of AI tools anymore. Most firms already have access to Claude,...
Jo Goodwin
Three layers of AI capability for investment banks: which one are you actually missing? Investment banks are investing h...
Jo Goodwin
This is the third in a three-part series. Start from the beginning: Where does proprietary value live in a frontier AI w...
Jo Goodwin
This article expands on a LinkedIn post by Phil Westcott, CEO of Deal Engine.
Jo Goodwin
This is the second in a three-part series. Start here: Where does proprietary value live in a frontier AI world?
Jo Goodwin
The best advisory relationships are built long before a mandate is signed. Partners who consistently win the most compet...
Jo Goodwin
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Most firms have been focused on which AI tools to adopt, which data providers to subscribe to, and how quickly they can ...
Jo Goodwin
Investment banking teams are experimenting with AI in growing numbers. The use cases are well understood: faster researc...
Jo Goodwin
Investment banks are rigorous by nature. They run structured processes, manage complex stakeholder dynamics and bring de...
Jo Goodwin
Firms are investing in AI and running pilots. But meaningful change has been slow to follow. This post is a companion pi...
Jo Goodwin
