AI-Agents for Financial Services working with Chatwork
Keep your team focused and working together with Chatwork's team chat, tasks, video chats, and more in one place.
Prepare a morning brief on companies the investment team watches.
Your team gets a morning draft with company news and original story links. Unclear items stay visible for your review.
25 toolsRefresh financial data extracts and point analysts to missing values.
Your morning extract arrives in a shared table, with missing values marked and a chat message pointing to records that need review.
18 toolsFollow up on a prospect's stated financial need in the original thread.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
16 toolsEscalate a client's account question with only approved chat details.
Get a focused question in a private group chat and the handoff link in your inbox when a customer chat needs a teammate's judgment.
32 toolsDelete approved chat posts exposing confidential client details.
Your privacy team gets a clear answer when a reported Teams chat message needs removal, with the result recorded and emailed to the reviewer.
26 toolsPrepare personal replies to referrals for the advisor's review.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
24 toolsDocument finance channel access changes after each approved review.
Keep your discussion channels aligned with access reviews, and give reviewers before and after member lists.
12 toolsFlag advisories on watched systems that handle financial data.
Get vulnerability alerts in your security channel when vendor advisories mention products or CVEs on the watch list you set.
18 toolsLabel client questions needing a reply and account notices by purpose.
Spot emails that need a reply or other attention, while your remaining inbox messages get labels that explain their purpose.
11 toolsInvite interested prospects to discuss the service they asked about.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
12 toolsRecord first emails to prospective financial services clients.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.
11 toolsPut new agreement terms and register discrepancies before reviewers.
Your team gets a contract summary in chat, with the agreement's key terms, source links, and any details that need a closer look.
18 tools
