Data needs are identified through both lab direction and external guidance: labs may request better finance capabilities, while researchers without finance experience seek advice from companies such as Handshake AI.

“Yeah. Um, it's a, it's a little bit of both. I mean, I think sometimes labs will have a clear opinion on, "Hey, we wanna get our models better at finance."”

“Um, but you, you gotta remember, like, a lot of the researchers, and they're brilliant working at these labs, but they haven't worked in finance in their life, right?”

“They have some maybe people that they've talked to internally, um, but they definitely are looking for opinions from, you know, companies like us to help them understand, you know, what is finance?”