Rogo

Financial AI Strategist

New York, New York, United States

Rogo Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial AIIndustries

Requirements

Candidates should have a background in finance, ideally with experience as bankers or investors from top-tier financial institutions. Strong understanding of AI applications in financial services is essential, along with the ability to engage effectively with clients and demonstrate the value of AI solutions.

Responsibilities

The Financial AI Strategist will engage with bankers and investors to understand their workflow challenges and demonstrate how Rogo's AI solutions can address them. They will establish credibility by solving specific customer problems, lead tailored product demonstrations, and partner with the marketing team to develop relevant content for clients.

Skills

Financial Services
Communication
Presentation
Relationship Building
Problem Solving
Product Demonstration
Consultative Selling

Rogo

Generative AI platform for financial institutions

About Rogo

Rogo provides a secure generative AI platform tailored for elite financial institutions, including investment banks, hedge funds, and asset management companies. The platform utilizes advanced large language models to search, analyze, and cite millions of documents, significantly reducing the time spent on manual research. This allows junior team members to focus on more valuable tasks while enabling executives to quickly access critical information. Rogo's business model centers on customizing its AI solutions to meet the specific needs of each client, ensuring that the platform understands the unique language and data of their operations. Revenue is generated through subscription fees and additional services like customization and support. The main goal of Rogo is to enhance productivity and decision-making in financial institutions, helping them save time, improve insights, and automate workflows.

Key Metrics

New York City, New YorkHeadquarters
2021Year Founded
$29.2MTotal Funding
SERIES_ACompany Stage
Fintech, AI & Machine LearningIndustries
11-50Employees

Risks

Increased competition from established fintech companies like Palantir and Bloomberg.
Potential over-reliance on third-party data providers like Quartr.
Regulatory scrutiny on AI-driven financial platforms is intensifying.

Differentiation

Rogo offers a bespoke AI solution tailored to each financial institution's needs.
The platform integrates and analyzes data from both internal and external sources.
Rogo's AI can search, analyze, and cite millions of documents efficiently.

Upsides

Rogo raised $18.5M in Series A funding led by Khosla Ventures.
Partnership with Quartr enhances Rogo's analysis tools for investment bankers.
Rogo's AI automates workflows, saving time and improving decision-making.

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