Felipe Sinisterra and Dave Wang, former SoftBank fund managers, are selling confidence and fluency to firms hungry for AI transformation. They have worked with T. Rowe Price Group Inc., Citigroup, and Bank of America, training their employees to use AI effectively.
Felipe Sinisterra and Dave Wang cash big checks, telling Wall Street bankers what’s missing from their AI plans. On a March afternoon, the two highly sought-after trainers in finance addressed employees of a venture capital fund in New York.
Wang, 31, showed how Gemini, the AI model developed by Alphabet Inc.’s Google, could be used to analyze founders’ pitch videos. He demonstrated how a web application incorporating behavioral analysis methods used by the FBI could help compare a transcript with visual cues such as body language and facial expressions to spot potential red flags.
Sinisterra, 30, then walked the class through how to scan transcripts from earnings calls with OpenAI’s ChatGPT and Anthropic’s Claude to find the most market-moving statements. The machine ran sentiment analysis and translated management’s spoken remarks into numerical spreadsheet inputs to forecast future financials. Participants could see how AI could help streamline some of the most labor-intensive parts of their jobs.
"What is happening now is that people are seeing AI as a source of edge, a source of offense," said Sinisterra. "What we’ll see in the future is that people will see it as a necessity. " Big banks, caught up in AI angst, are looking to hire more AI specialists and shrink traditional banking roles. Standard Chartered Plc is preparing to axe thousands of support positions over the next four years.
Citigroup Inc., Wells Fargo & Co. and Bank of America Corp. have collectively cut more than 5,000 jobs in the first quarter of 2026, despite having a record earnings season. Top executives, willing to spend top dollar to deploy the technology beyond basic tasks, are experimenting with AI tools themselves, building pressure to embed the technology across the ranks. Sinisterra and Wang, former SoftBank fund managers, are selling confidence and fluency to firms hungry for that transformation.
Wall Street Prompt, the company they founded in July 2025, has worked with T. Rowe Price Group Inc., Citigroup and Bank of America, according to people familiar with the matter. T. Rowe Price has brought the pair in to train its investment professionals, the people said. Citigroup and Bank of America have used them to run sessions for their external fund clients. Wall Street Prompt, bound by non-disclosure agreements, declined to confirm its client list.
T. Rowe Price, Citigroup and Bank of America also declined to comment on vendor-specific training. Financial institutions weren’t always enthusiastic about AI. In 2022, when ChatGPT was launched, major global banks restricted the chatbot’s access on internal networks over fears of security lapses. Since then, JPMorgan has rolled out LLM Suite, a generative AI tool used by most of its employees.
Goldman Sachs is working with Anthropic to develop AI agents. Bank of America says its 18,000 developers are 20% to 25% more productive after using AI. Still, many bankers lack the training to use AI tools effectively, while others are stuck on outdated models, a mismatch that’s created a need for trainers who are able to get the most out of these AI systems.
"The biggest challenge inside a large bank isn’t the technology, it’s the people," said Jake Bridge, APAC managing director at Evolution, a UK-based tech recruitment firm. "The scale of Luddite to AI super adopter is very broad; the biggest challenge in a bank is, well, how do you cater for both. " Asia leads in embedding AI into banking and finance, where payments, lending and customer service are increasingly automated.
Particularly in Singapore, AI fluency is increasingly becoming a prerequisite for anyone seeking a career in the sector. The city-state ranks first among 174 countries on the International Monetary Fund’s AI Preparedness Index, and 64% of its financial institutions are deploying AI across key business functions, according to a 2026 survey by London-based financial software firm Finastra.
Wang and Sinisterra are now considering moving there to tap demand from banks and finance professionals fighting to safeguard their positions and remain employable. Duncan, a 55-year-old in Singapore who declined to give his full name, spent his evenings and weekends last year in a class backed by Nanyang Technological University, practicing how to use AI. His employer, a major bank, previously moved its Singapore operations to a lower-cost center abroad.
After being jobless for nine months, he landed a job last month as a back-office worker at a Singaporean bank and feels hopeful about his new skills. While several executives have credited AI for the productivity gains, concerns are deepening that strong balance sheets may no longer be enough to keep jobs safe.
The analyst role will not disappear but it will thin from the bottom up, says Igor Sydorenko, chief executive officer of Neurons Lab, an AI consultancy whose clients include HSBC and AX
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