Case Study: AI-Driven Efficiency: How Gridlines Transforms Slide Creation for Investment Bank

As an investment banking professional, there’s never enough time in the day.

Industry

Investment Banking

Quotes

This is amazing! We see the potential here, and are excited about all of the ways we can use AI at the firm. Gridlines is helping us utilize our firm specific templates, previous work, and accounting for our brand guidelines to help create materials much faster. - Brooke

Gridlines is like an investment banking intern who can help with a first draft of the materials — it could shave a few hours off of your day. - Christian

I have been spending a lot of time creating similar slides for different companies and I thought ‘there must be a faster way' given the new advancements in AI. We iterated with the Gridlines team to make it happen, and we have been loving the results so far. - Sam

This is amazing! We see the potential here, and are excited about all of the ways we can use AI at the firm. Gridlines is helping us utilize our firm specific templates, previous work, and accounting for our brand guidelines to help create materials much faster. - Brooke

Gridlines is like an investment banking intern who can help with a first draft of the materials — it could shave a few hours off of your day. - Christian

I have been spending a lot of time creating similar slides for different companies and I thought ‘there must be a faster way' given the new advancements in AI. We iterated with the Gridlines team to make it happen, and we have been loving the results so far. - Sam

* We take our clients' confidentiality seriously. While we've changed their names, the results are real.

The Challenge

Creating similar slides repeatedly: Analysts and Associates spend a significant amount of time summarizing, formatting, and preparing slides and analysis. As is common when you’ve been around for a while, the firm often finds that similar work has been done before, which can serve as a valuable reference for new projects. Leveraging those examples effectively with AI can save a substantial amount of time and resources.

Time-consuming research: Professionals often sift through extensive PDFs, sometimes over 150 pages long, to create concise one or two-page summaries. This research process is both time-consuming and labor-intensive.

The Solution

The Gridlines team collaborated with Associates at BankCo to develop custom tasks tailored to their needs. By describing an objective (prompt) and providing examples of past work, Gridlines enabled BankCo to streamline their workflow. When similar situations arise, Gridlines can quickly generate initial drafts, saving substantial time and aiding in brainstorming. Further, BankCo’s professionals can ask follow up questions, tweak the response, and audit the work.

The Impact

Accelerated creation of materials: BankCo significantly reduced the time professionals spent on sifting through extensive PDFs, allowing them to create concise summaries and initial drafts more efficiently.

Easier auditing: In investment banking, accurate source tracking is crucial. Gridlines' citation parsing feature ensures every number and statement is traceable back to its source, making it easy to audit the model’s answer.

The Future