Date of Graduation

5-2026

Document Type

Thesis

Degree Name

Bachelor of Science in Business Administration

Degree Level

Undergraduate

Department

Finance

Advisor/Mentor

Alejandro Pacheco

Abstract

The following study is an investigation into the impact of artificial intelligence (AI) as it relates to financial decision-making and professional processes. The focus of the study is to address the gap between theoretical applications analyzed by researchers and real-world use. The existing literature extensively analyzes the exponential growth of AI in finance over the years and its uses in relationship management, predictive analysis, trading, risk management, and more. While the studies show the potential transformative capability that AI has regarding workflows, there is limited data that shows how these newfound technologies are actually being adopted by professionals. To address the gap, this study combines a literature review of existing research with primary data gathered through an interview with the Chief Executive Officer of GSD Solutions, a consulting firm that specializes in business development and transformation. The interview dives into the specific uses of AI that the firm has already put in place and the forward-thinking benefits and liabilities this technology may present. The findings presented in this study show that practical application is limited in scope, even though AI is widely recognized for its transformative potential. The current state of AI shows enhancement of efficiency in existing processes rather than complete automation in areas such as data processing, meeting summarization, and data analysis. Overall, this study reveals the gap between theory and reality. AI is currently being used as a tool for augmenting professional judgment, while the future remains uncertain for professionals in finance.

Keywords

Artificial Intelligence; Financial Decision-Making

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