Generative AI in Investment Management Content Marketing

1. ©2023 Bloom AI, Inc. Private & Confidential
©2023 Bloom AI, Inc. Private & Confidential
Gen AI Multi-Module Framework
Investment Content Marketing
August 2023

2. ©2023 Bloom AI, Inc. Private & Confidential
Gen AI Multi-Module Framework for Content Marketing
CONTENT MARKETING
• Brand Guidelines
• Writing Style
• Personas
PLANNING MODULE
Topical and newsworthy content ideas
• Topic Research & Pipeline Builder
• Competitor Analysis
• Content Aggregation / Research
• Brief Generator
PRODUCTION MODULE
Increase the speed and efficiency
• First Draft Creation
• Multiple Format Creation
• Cross Develop Content
• Proof Reading
• Compliance Reviews
DELIVERY MODULE
Personalize & optimize for impact
• Create SEO-optimized Title
• Automate Tags & Slugs
• Summarize for Distribution Formats
• Personalization (emails, videos, etc.)
• Refresh of Content
Active category for development but requires
external NLP + internal system/ KM readiness is low.
For unpublished content, privacy concerns continue,
and pilots currently on compliance-approved content.
Highest pilot activity for agent development. Targets
low value / routine work of content teams.
Pre-configuration of agents to brand
guidelines, tonality, and personas
Low-High priority areas for pilots

3. ©2023 Bloom AI, Inc. Private & Confidential
Current Pilots in Investment Management/Financial Services
COMPANY USE CASE SOURCE
• Derivative Content such as social media infographics that reproduce shorter-form
summaries of longer articles
• Completing paperwork for intermediary clients, such as requests for proposals
(RFPs) and due diligence questionnaires
‘So many use cases’: Marketing chiefs
embrace ChatGPT
• ‘Experimenting’ with ChatGPT across a range of content, from campaigns to
competitor analysis
‘So many use cases’: Marketing chiefs
embrace ChatGPT
• Marketing messages, such as email pitches to prospective borrowers
JPMorgan Chase Taps AI to Make
Marketing Messages More Powerful
• Chatbot for advisors tap the bank’s enormous repository of research and data
Morgan Stanley is testing an OpenAI-
powered chatbot for its 16,000 financial
advisors
• Mo, an AI chatbot surfaces and summarizes Morningstar's independent insights in a
conversational format for investors and investment professionals
Mo, an AI Chatbot Powered by
Morningstar Intelligence Engine,
Debuts in Morningstar Platforms
• 300 AI use cases in production for risk, prospecting, marketing, customer experience
and fraud prevention
JPMorgan Chase enters generative AI
race with IndexGPT trademark
• Document classification and categorization
• Summarize earnings calls, being able to summarize our own research from doing a
daily digest
Goldman Sachs CIO: We could adopt
generative AI ‘in months