Finance Bro - Invs. Banking Prep Coach | Bradford (Lynch) Levy’s Blog
BUSN30135 - Winter 2025

Finance Bro - Invs. Banking Prep Coach

Student team: Shai Basys, Mia Dai, Vitor Lupo, Nina Luo

Abstract

Finance Bro is a specialized chatbot that uses retrieval-augmented generation (RAG) technology to access a comprehensive database including the traditional 400 investment banking interview questions, advanced guides and the latest online information such as SEC filings. Unlike general AI systems, the Finance Bro is designed especially for investment banking interviews. When users ask questions, the system retrieves the most relevant information from its knowledge base and generates tailored responses that maintain the precision required for technical finance concepts while delivering them in a coaching style.

Learn more: Demo, Deck, PR/FAQ