AI-Agents for Financial Services

Import account data from Excel and report rows with errors.

Get valid Excel rows into PostgreSQL and a chat report showing how many went in and what needs fixing.

Works with25 tools

Ask prospective clients for the next step in an open service conversation.

Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.

Works with19 tools

Reconcile ad inquiries with client leads and flag uncertain matches.

Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.

Works with36 tools

Update first-email status for prospective clients.

Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.

Works with34 tools

Find an approved advisor's link for a client meeting.

Your colleagues get a clear answer about which booking link to share, based on your meeting guide and current meeting pages.

Works with8 tools

Replace outdated team guidance with an approved correction.

Your lead signs off on the post and correction you choose. Your team sees the correction after removal. You get an email with the outcome.

Works with8 tools

Clear outdated access to deal and client discussion channels.

Your roster shows which channel removals worked and which memberships still need attention after a departure or role change.

Works with9 tools

Report lingering access after scheduled finance channel removals fail.

Know whether someone still has channel access after a scheduled removal fails, and get the next step when your team must finish it.

Works with9 tools

Find meeting times that fit teams across financial centers.

Get meeting options that fit your team's calendars and work hours, with local times for every office in the request chat.

Works with8 tools

Answer policy questions from shared guidance and name the source files.

Your teammates get answers in the same chat conversation, with document names they can check for themselves.

Works with12 tools

Check hashes from financial system investigations and flag malware.

Get a private file hash verdict in security chat, with detection counts and an alert to your team when a report flags malware.

Works with7 tools

Record account incidents with provisional impact for review.

Your team gets a PDF incident report to review, and critical cases reach responders according to the severity labels you choose.

Works with7 tools