Model ML is helping financial firms rebuild with AI from the ground up

Our Executive Function series features perspectives from leaders on the frontier of AI adoption.

Model ML is building AI infrastructure transforming how leading financial services firms operate. Model ML’s platform features purpose-built agents and an application that automates end-to-end workflows as well as bespoke research and analysis. 

We spoke with CEO and co-founder Chaz Englander about how financial firms are evolving, and how recent AI advances are automating and streamlining their operations.

What was your first meaningful encounter with AI, and how did it influence the creation of Model ML?

After selling our last company, my brother and I realized we didn’t like investing but became obsessed with automating the investment process through GPT‑powered function calling.

We were a six-person family office, but with these GPT‑3.5‑powered LLMs, it felt like we had the leverage of a 60-person team.

We built a prototype of Model ML for ourselves and didn’t plan to commercialize it. But once we saw the insight gains and efficiency from automating research workflows, we knew we were onto something.

What are you seeing change inside financial services firms?

There are tasks that historically used to take days, weeks, or even months, and some of those now can be done in minutes or hours. For example, preparing quarterly earnings summaries used to take hours. Now, agents handle this entire process: they pull the data, format the slides, and publish the Powerpoint to SharePoint, all without human intervention. I think that’s going to be the biggest shift we see this year… that you’re going to come in in the morning and your work will already be there.

“I think that’s going to be the biggest shift we see this year… that you’re going to come in in the morning and your work will already be there.”

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That’s forcing a rethink of where humans add value, and how companies are going to need to remap where teams are going to be impactful both today and in future.

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