Maximizing Earnings: Leveraging Generative AI for Earnings Call Scripts in Capital Markets and Financial Services

Earnings call scripts are crucial documents that provide insight into a company’s financial health and future prospects. These scripts play a significant role in capital markets, influencing stock prices and investor decisions. With the advancement of generative AI models, companies can streamline the process of creating earnings call scripts by leveraging repeatable templates and specific financial data.

In this blog post, we explored two methods for generating earnings call scripts using Large Language Models (LLMs) on Amazon Bedrock: few-shot prompt engineering and fine-tuning. Both methods showed promise in producing scripts that cover key financial metrics, business highlights, and future guidance. However, there were trade-offs in terms of comprehensiveness, hallucinations, writing style, ease of implementation, and cost.

The evaluation of the generated scripts highlighted differences in the level of financial detail, depth of content, and narrative style between the few-shot prompt engineering and fine-tuning methods. While both approaches have their own advantages, companies should carefully assess their specific needs and priorities when choosing a method for generating earnings call scripts.

As language models continue to advance, further research and customization of these models for the financial services and capital markets domain could lead to even greater value in financial communications processes. Companies are encouraged to explore their own data and use cases on Amazon Bedrock, engage in prompt engineering or fine-tuning methods, and collaborate with subject matter experts to evaluate the performance and suitability of the methods and LLMs for their specific use case.

Overall, the ability to generate high-quality earnings call scripts using generative AI models represents a promising development in the financial services industry. By leveraging these advanced technologies, companies can enhance the efficiency and accuracy of their financial communications, leading to better informed investors and stakeholders.