2024 AI in Finance: Best AI Tools in Finance with Genuine User Reviews and Rating

Derek Ding
5 min readJul 10, 2024

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We are witnessing the era that generative AI helps to drive tremendous growth in financial industry. Unlike traditional analytics based applications (e.g. Risk assessment, Risk management, Fraud Detection,etc), generative AI systems such as ChatGPT, Gemini, Claude, Perplexity AI have wide applications in the areas of AI search engine, chatbot assistant, automatic text summarization, text and image generation, etc. Customers and financial industry practitioners can increase productivity and save time on daily work such as data analysis, report summary, and more daily activities. In this blog, I will introduce you how to use the platform DeepNLP AI App Store (“Yelp” of AI products and services) to research the performance of multiple AI service and tools from genuine user reviews and rating on different aspects of answers to AI in finance related questions.

Users’ reviews on DeepNLP AI store is about AI tool’s performance in a detailed subfield of financial industry, such as “Ask ChatGPT Investment Related Questions” and “Ask Perplexity Insurance Related Questions”. Users can give rating 1 to 5 stars on different aspects of the answers generated by AI systems, including “Overall”, “Correctness”, “Helpfulness”, “Interesting”. They can also write their rating on a customized aspect of the service, such as “the information realtime”, “generation speed” and many others. Here, we are going to cover different sub areas of AI in Finance, including:

1.INVESTMENT
2.INSURANCE
3.MORTGAGE & LOAN
4.BANKING
5.DEBT

AI in Finance User Reviews and Ratings Website: http://www.deepnlp.org/store/finance

1. AI in INVESTMENT Finance

http://www.deepnlp.org/store/finance/investment

Prompts:

- You are an expert in stock investment, and I will consult you a few questions. The questions include “Is Tesla a buy stock? Should I sell Nvidia stock after financial report season?”
- Please act as a trader. Please answer this question “Summarize Nvidia’s GAAP Financial Report Q4 FY24 statistics and compare P/E ratio with other tech company such as google and apple”
- Act as a financial analyst and “Please draw a bar chart comparing the market capital of Google, Apple, Tesla, Nvidia and Microsoft.”

website: http://www.deepnlp.org/store/finance/investment

Showcases

Ask chatGPT facts about investment and seek advice:

http://www.deepnlp.org/store/finance/investment/pub-chatgpt-openai/ask-chatgpt-facts-about-investment-and-seek-advice

Ask Gemini Facts about Investment and Seek Advice:http://www.deepnlp.org/store/finance/investment/pub-gemini-google/ask-gemini-facts-about-investment-and-seek-advice

Ask Claude INVESTMENT Related Questions:

http://www.deepnlp.org/store/finance/investment/pub-claude-anthropic/ask-claude-investment-related-questions

Ask Perplexity AI INVESTMENT Related Questions

http://www.deepnlp.org/store/finance/investment/pub-perplexity/ask-perplexity-ai-investment-related-questions

2. AI in INSURANCE, Finance

website: http://www.deepnlp.org/store/finance/insurance

Prompts

- You are an insurance agent and I am going to ask you a few questions. The first question is “Should I buy health insurance for my mom who is above 50 years old already?”
And The second question is “My mom has broken her legs and is on wheels right now. And I am wondering if it’s economic to buy additional health insurance.”

- Please act as an insurance agent and I want to ask you “What’s the minimum coverage of car insurance for my brand new car model Tesla?” and the follow up question is “What’s the payment for bumper damage for fire of the Electric Vehicle?”.

ShowCases

Ask Gemini INSURANCE Related Questions

Ask Perplexity AI INSURANCE Related Questions

Ask ChatGPT INSURANCE Related Questions

http://www.deepnlp.org/store/finance/insurance/pub-chatgpt-openai/ask-chatgpt-insurance-related-questions

Ask Claude INSURANCE Related Questions

http://www.deepnlp.org/store/finance/insurance/pub-claude-anthropic/ask-claude-insurance-related-questions

3. AI in MORTGAGE & LOAN, Finance

website: http://www.deepnlp.org/store/finance/mortgage-&-loan

Prompts

You are an expert in mortgage, and I will consult you a few questions about the mortgage of my house. The questions include “I bought my current house in California for about 1 million dollars 4 years ago and paid 10% fees. The mortgage will last 30 years with fixed rate 3%. I’ve paid the mortgage timely to the bank for 4 years already and I just lost my job. How much money will I lose if I stop paying the mortgage to the bank?
- Follow up question: “Can you help me make some calculation on how much money will I lose. Do you need some more information?”.
- Third question: “Original loan amount: 0.9 million dollars, Current loan balance: 0.8 million dollars, Estimated property value: 1.1 million dollars”

ShowCases

Ask ChatGPT MORTGAGE & LOAN Related Questions

http://www.deepnlp.org/store/finance/mortgage-&-loan/pub-chatgpt-openai/ask-chatgpt-mortgage-&-loan-related-questions

Ask Gemini MORTGAGE & LOAN Related Questions

http://www.deepnlp.org/store/finance/mortgage-&-loan/pub-chatgpt-openai/ask-gemini-mortgage-&-loan-related-questions

Ask Claude MORTGAGE & LOAN Related Questions

http://www.deepnlp.org/store/finance/mortgage-&-loan/pub-claude-anthropic/ask-claude-mortgage-&-loan-related-questions

Ask Perplexity AI MORTGAGE & LOAN Related Questions

http://www.deepnlp.org/store/finance/mortgage-&-loan/pub-perplexity/ask-perplexity-ai-mortgage-&-loan-related-questions

4. AI in BANKING, Finance

website: http://www.deepnlp.org/store/finance/banking

Prompt:

- You are an expert in banking and I am going to open an account as freshly graduated student and get my first paycheck as well as my paying my daily expenses. Do you have any suggestion on whether to open a checking account or saving account? Should I use credit card already?

Ask Perplexity AI BANKING Related Questions

http://www.deepnlp.org/store/finance/banking/pub-perplexity/ask-perplexity-ai-banking-related-questions

Ask Gemini BANKING Related Questions

http://www.deepnlp.org/store/finance/banking/pub-gemini-google/ask-gemini-banking-related-questions

Ask ChatGPT BANKING Related Questions

http://www.deepnlp.org/store/finance/banking/pub-chatgpt-openai/ask-chatgpt-banking-related-questions

Ask Claude BANKING Related Questions

http://www.deepnlp.org/store/finance/banking/pub-claude-anthropic/ask-claude-banking-related-questions

5. AI in DEBT Finance

website: http://www.deepnlp.org/store/finance/debt

Prompts

- You are an expert in finance and debt. And I am going to ask you a few questions. The first one is “How can I improve my credit score to get better interest rates?”
- Please act as a debt expert and “Should I consider debt settlement or bankruptcy?”
- I want you to act as a debt specialist and I want to ask you questions including “Is there help available for people struggling with debt?”, “How will debt collectors try to contact me?
“ and “What are the legal implications of not paying off debt?”

ShowCases

Ask Claude DEBT Related Questions

http://www.deepnlp.org/store/finance/debt/pub-claude-anthropic/ask-claude-debt-related-questions

Ask ChatGPT DEBT Related Questions

http://www.deepnlp.org/store/finance/debt/pub-chatgpt-openai/ask-chatgpt-debt-related-questions

Ask Gemini DEBT Related Questions

http://www.deepnlp.org/store/finance/debt/pub-gemini-google/ask-gemini-debt-related-questions

Ask Perplexity AI DEBT Related Questions

Related

ChatGPT User Reviews

http://www.deepnlp.org/store/pub/pub-chatgpt-openai

Gemini User Reviews

http://www.deepnlp.org/store/pub/pub-gemini-google

Perplexity User Reviews

http://www.deepnlp.org/store/pub/pub-perplexity

Claude User Reviews

http://www.deepnlp.org/store/pub/pub-claude-anthropic

Midjourney User Reviews

http://www.deepnlp.org/store/pub/pub-midjourney

Stable Diffusion User Reviews

http://www.deepnlp.org/store/pub/pub-stable-diffusion

Runway User Reviews

http://www.deepnlp.org/store/pub/pub-runway

GPT-5 Forecast and Reviews

http://www.deepnlp.org/store/pub/pub-gpt-5

Generative AI Search Engine Optimization

http://www.deepnlp.org/blog/generative-ai-search-engine-optimization-how-to-improve-your-content

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Derek Ding

AI,ML,NLP practitioner Academic services: SIGKDD,CIKM PC Member