Generative AI
NLP
Finance
BCG x Forage - GenAI Financial Chatbot
Completed BCG’s GenAI job simulation by building a prototype AI-powered chatbot that extracts financial insights from company filings and supports question-answering via structured data ingestion and NLP pipelines.
Overview
Project summary
In this simulation I completed two practical tasks: Data extraction and initial financial analysis, followed by development of an AI-powered financial chatbot designed to answer business questions from structured datasets and raw filings.
Objectives
Business goals
- Automate analysis of large financial document collections.
- Extract key financial facts into structured machine-readable formats.
- Build a conversational interface for non-technical business users.
- Demonstrate how GenAI can accelerate research and reporting workflows.
Results
Key outcomes
- Delivered a functioning chatbot capable of answering structured financial questions.
- Demonstrated end-to-end automation: ingestion → analysis → conversational output.
- Showed how GenAI improves research speed and accessibility for business users.
Reflection
What I learned
This project strengthened my experience integrating NLP with classical data pipelines and highlighted practical challenges in explaining complex financial data through conversational AI interfaces.