Trust, but Verify: Knowledge Agents for Finance Workflows - Mike Conover
Apr 9, 2025 · 21:10
Mike Conover, CEO of Brightwave, explains how his company builds knowledge agents for financial workflows, digesting thousands of pages of content for due diligence and research. He argues that non-reasoning models perform only local search, so winning systems must use end-to-end reinforcement learning over tool-use calls to achieve globally optimal outputs. Conover describes design patterns like decomposing research into sub-themes, using secondary calls for error correction, and avoiding the latency trap of long feedback loops. He emphasizes that synthesis—weaving facts across documents—remains a hard problem due to limited recombinative reasoning in training data. Brightwave's product reveals its thought process through interactive citations and structured findings, allowing analysts to drill into any passage. The episode also notes the company is hiring, offering a $10,000 referral bonus.
