5 Real Ways Generative AI Is Already Transforming Finance Jobs

According to the Stanford University 2025 AI Index report, 78% of the organizations in the United States are leveraging artificial intelligence or AI to boost productivity. The figure marks a 23% increase from the previous year.

With several tasks, like analysis, report summarization and creation, research being automated with these generative AI tools and AI automation tools, like ChatGPT, it is clear that the technology is transforming the job market. Given the rapid rise of AI automation in finance, traditional financial skills are now evolving. Now, it is imperative for aspiring professionals and even individuals with experience to upskill in AI to get shortlisted and crack interviews. 

If you are looking to understand AI's impact on finance careers and wish to gain key insights that can help you build a successful career in the current landscape, you are in the right place. This article will provide you with detailed knowledge concerning the transformative role of generative AI in finance jobs. 

In this section, let us explore 5 key transformations taking place in the finance job market. 

Transformation #1 - Improved Financial Reporting And Analysis

Generative AI for financial analysts is proving to be a game-changer as it is reducing the time taken to conduct research and analysis significantly. With the help of genAI tools like ChatGPT, it is now possible to analyze large data sets and spot trends and patterns that can help make informed decisions. 

Moreover, with the help of these tools, it is now possible to prepare a concise financial report in seconds by crafting detailed prompts. If you are looking to learn how prompt engineering works, enrolling in the Generative AI for Beginners Course can be a wise move. 

Source: Generative AI for Beginners Course

Source: Generative AI for Beginners Course

As shown in the above images, one can use financial information to create a prompt on ChatGPT and generate a summary in a specific format, like in bullets or in tabular form.  Here, the example shows the summary of the financial information in bullets. Conveying such information in a concise, presentation-ready format helps in effective financial reporting and facilitates informed decision-making.

Transformation #2 - Customized Customer Service

Another way in which generative AI in finance jobs is causing a transformation involves using AI-powered tools to provide personalized customer service.  Indeed, these solutions are allowing finance professionals to engage in customized communication through different channels like email, chat, etc. Now, companies no longer send generic updates regarding portfolios, account balances. 

Moreover, they do not send one-size-fits-all advice or recommendations. Instead, organizations use genAI tools to analyze available customer data, including their financial goals and risk appetite. Based on the analysis, they offer personalized recommendations and advice. This leads to an improved client experience and helps build trust and loyalty.

Transformation #3 - Enhanced Risk Management 

Another key use case of generative AI in finance jobs is risk management. AI models have advanced capabilities compared to conventional rule-based systems. The former can process extensive data to spot suspicious activities or anomalies in real time. Additionally, with the help of generative AI tools, it is possible to analyze different market conditions and simulate potential scenarios that aid in improved risk management.  

Transformation #4 - Streamlined Documentation And Regulatory Compliance

The use of generative AI in finance jobs helps save a significant amount of time by streamlining compliance procedures. Indeed, with the help of AI-powered tools, financial professionals can create key documents needed for meeting regulatory requirements quickly. Examples of such documents include disclosure drafts, anti-money laundering reports, and more. 

Additionally, because of generative AI tools, individuals no longer need to conduct hours of research to stay updated with the changing regulatory requirements. They can use AI tools like ChatGPT to become aware of the latest rules and regulations and meet the requirements to ensure compliance.

Transformation #5 - Streamlined Due Diligence 

Due diligence is a key process in corporate finance and investment banking. Be it when investing funds in a startup or during mergers or acquisitions, analysts usually end up spending a lot of time checking and verifying the information provided in financial statements, legal documents, and reports. 

Generative AI for financial analysts has been transformative in this regard. Now, they can leverage genAI tools to automate various processes, including insight generation and data accumulation. Moreover, the tools can help process vast data in no time and identify red flags, for example, data consistency and suspicious activities. 

Simply put, with the help of generative AI, it is now possible to speed up the due diligence procedures significantly. There is no need for analysts to compare financial information manually. Within seconds, they can get key insights for faster and informed decision-making. 

As AI continues to evolve in the finance sector, it is important to note for individuals that these tools are not going to replace humans. Rather, they will improve how they work. Indeed, when used correctly, genAI tools can make it easier to perform various tasks, like obtaining vital insights, carrying out data interpretation, conducting due diligence, etc., and increase overall productivity.

Thus, upskilling in AI for aspiring and experienced finance professionals is not an option anymore. Rather, it is a requirement for success in the current job market. Hence, it is vital to enroll in programs like the Generative AI for Beginners Course and gain the necessary skills and knowledge. 

Jade Cahill, a learner on the WallStreetMojo platform, was unemployed for over 6 months after completing college. After not getting shortlisted for more than 10 companies, Jade decided to analyze her own profile and the current requirements in the job market. That’s when she realized the importance of obtaining a certificate that demonstrates generative AI skills in finance. 

To solve the problem, she decided to take the Generative AI for Beginners Course, and we are sure that she has no regrets. This is because after she completed the course, her certification played a vital role in getting his resume shortlisted at top finance organizations. 

Moreover, the hands-on experience gained via the guided project in the course helped her explain key AI-related concepts and convey practical knowledge with clarity during interviews. This, in turn, resulted in jade getting an offer letter from all the companies where she participated in the interview process. 

The above 5 points do not represent the only ways in which generative AI is transforming finance jobs. There are other areas, like financial forecasting, investor relations, and financial modeling, where genAI tools are making a difference. With the growing adoption of genAI solutions, it is now vital that one develops the required knowledge and masters the tools through certification courses. To that end, enrolling in the Generative AI for Beginners Course is the perfect decision.