Toptal helps fintech startup automate expert-level content generation with AI-ready financial insights.
The company partnered with Toptal to build an AI-powered platform designed to transform financial analysis at scale.
Client
An England-based fintech startup building an AI-powered platform to automate expert-level financial analysis at scale.
Industry
Financial ServicesDelivered Services
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Large language models like ChatGPT could generate insights, but not with the accuracy needed for full financial analysis. The company’s product relied on structured insights from filings, yet labeling vendors couldn’t supply skilled analysts fast enough to meet demand.
Solution
Custom workflow for expert labeling
Toptal built a tailored workflow tool to guide financial analysts through extracting structured insights from public company documents. This ensured analysts could seamlessly map knowledge into Toptal’s ExpertCrowd platform, creating clean, standardized datasets.
Specialized talent on demand
Leveraging its sourcing capabilities, Toptal quickly engaged 60+ vetted financial analysts, assigned on a per-company basis with flexible hours. Analysts applied a taxonomy of pillars, subpillars, and KPIs to deliver consistent, comparable insights across the S&P 500.
Outcome
Launch-ready platform
By combining AI with human expertise, the startup overcame its last-mile challenge and successfully launched its application in beta. The structured dataset now fuels ChatGPT-based workflows for benchmarking, summarization, and decision support.
Expanded partnership
The client has since grown the scope of work, planning to leverage Toptal talent across multiple areas of product development. With the problem solved where others had failed, Toptal has become a trusted partner in building the future of AI-powered financial analysis.
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