Financial Services

Innovate financial operations with Gen AI

Agent Cloud enables financial institutions to harness the power of AI to enhance decision-making, compliance, and customer engagement, while ensuring data privacy and security.

Operational Efficiency

Optimize your financial institution's operations with AI-enabled process automation, from front-office interactions to back-office tasks, driving efficiency and cost savings.
Streamline operational processes with AI-driven automation, freeing up staff to focus on value-added activities.
Enhance decision-making with AI-generated insights, improving operational agility and responsiveness.
Insurance chat

Personalized Customer Experiences

Leverage AI to understand and predict customer needs, offering tailored financial advice and product recommendations to elevate customer satisfaction and loyalty.
Deliver personalized financial guidance and support through AI-driven interactions, improving customer engagement.
Customizable AI agents that adapt to your specific financial models and analysis needs, enhancing accuracy and relevance.

Automate bank compliance processes

Streamline compliance processes and risk assessments with AI-powered insights, ensuring your financial services remain ahead of regulatory changes and risk factors.
Automate compliance checks and audits with AI agents, reducing manual effort and minimizing human error.
Proactively identify and mitigate risks through real-time data analysis, enhancing your institution's resilience.

Overview of all the features

The end to end RAG pipeline

Select your connector

Use our collection of data sources to sync data from other systems like confluence or upload your own pdf, docx, txt or csv file.
When selecting systems like databases (postgres, snowflake, bigquery) you can select tables and even columns to ingest.

Prep your data

For files you can provide instructions on how to split and chunk your data. Leverage Open AI latest text-embedding-3 for embedding or select from open source models like BGE/base.

Vector store your data

Once data has been embedded the platform will store your data within a vector database. We also expose

Keep data fresh

Select what frequency you would like to sync data from the source. This can be manual, scheduled or a cron expression. This means users can query fresh data and know how recent the source was updated.

Start chatting with your data!

Now that data is synced, simply create an agent with your choice of LLM and start a session to talk to your data.

Privately chat to your data in your cloud.

Get started with Agent Cloud Community edition today or talk to us for enterprise enquiries.