Challenge: Existing benchmarks for realistic financial analysis fail to capture realistic financial situations involving cross-document retrieval, multi-page evidence integration, and diverse analytical tasks.
Approach: They propose a multi-modal financial RAG benchmark that evaluates large language models in realistic financial analysis settings.
Outcome: The proposed framework achieves the strongest overall performance across all models.

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Challenge: Existing RAG research focuses on textual data, overlooking rich visual content in financial documents.
Approach: They propose a visual RAG benchmark tailored for finance that integrates multimodal data and provides visual citation to ensure traceability.
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REAL-MM-RAG: A Real-World Multi-Modal Retrieval Benchmark (2025.acl-long)

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Challenge: Existing benchmarks do not fully capture real-world retrieval challenges . existing benchmarks lack a complete understanding of how models perform in realistic setups .
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OmniEval: An Omnidirectional and Automatic RAG Evaluation Benchmark in Financial Domain (2025.emnlp-main)

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Challenge: a new benchmark for RAG is developed for the financial domain . omnidirectional and automatic benchmarks are difficult to build in vertical domains .
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MM-BizRAG: Rethinking Multimodal Retrieval-Augmented Generation for General Purpose Enterprise Q&A (2026.acl-industry)

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Challenge: Recent advances in multimodal retrieval-augmented generation (MM-RAG) have shifted toward minimal parsing, relying on page-level images for producing retriever embeddings and answer generation.
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Challenge: Answering questions within business and finance requires reasoning, precision, and a wide-breadth of technical knowledge.
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AlphaFin: Benchmarking Financial Analysis with Retrieval-Augmented Stock-Chain Framework (2024.lrec-main)

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Challenge: Currently, ML&DL methods fail to provide reasons for stock trend predictions, lacking interpretability and reasoning processes. large language models (LLMs) suffer from hallucinations and are unable to keep up with the latest information.
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FinMME: Benchmark Dataset for Financial Multi-Modal Reasoning Evaluation (2025.acl-long)

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Challenge: Multimodal Large Language Models (MLLMs) have experienced rapid development in recent years, but there is a notable lack of effective and specialized multimodal evaluation datasets in the financial domain.
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VisDoM: Multi-Document QA with Visually Rich Elements Using Multimodal Retrieval-Augmented Generation (2025.naacl-long)

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Challenge: Existing benchmarks for document QA for visually rich documents outperform unimodal and long-context LLMs by 12-20%.
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Benchmarking Deep Search over Heterogeneous Enterprise Data (2025.emnlp-industry)

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Challenge: Existing methods struggle to conduct deep searches and retrieve all necessary evidence.
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