AI-Agents for Financial Services
Agents help financial services businesses stay on top of client needs, financial records, and risk.
Assemble loan file PDFs in order and share the finished link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
14 toolsAnswer team questions about the count and value of client deals.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
34 toolsAdd eligible colleagues to private client discussions.
Get requested teammates into your private Teams channel without checking every account yourself. See who joined and who needs team access.
19 toolsShare an advisor's checked booking link for a client meeting.
Your team gets the right host's direct booking link in chat, with a short note they can pass to an invitee.
9 toolsDelete approved posts with client financial details and update the case.
Your reviewer sees whether a reported Google Chat message came down, with a dated result on the removal case.
9 toolsDraft SQL that shows transaction totals by requested account category.
Get a pivot SQL query back in the chat thread, with totals explained and columns matched to your database schema.
15 toolsDraft SQL to rank clients by account value.
Get a ranking SQL query in your chat thread, ready for review. See how the measure and ties determine each position.
14 toolsDraft SQL counts of accounts or transactions under the stated conditions.
Get a SQL count query in the chat thread, with a clear note on what it counts and which conditions it uses.
15 toolsDraft transaction report SQL for the requested reporting period.
Get a SQL query for a date or date range in your report chat, with the time field and boundaries explained in the same thread.
14 toolsFlag self-review conflicts in pending employee role changes.
Your People Ops team sees self-review conflicts in chat each workday, with links to pending role changes that need attention.
15 toolsDraft SQL for account activity questions from finance teams.
Get a SQL query and a clear explanation in the same chat thread as your question, with results when you allow them.
14 toolsFlag account complaints that report harm or overdue commitments.
Your service lead sees why an urgent customer complaint needs attention. The message includes ticket history and a link.
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