Research Agents for Banking: gather, summarize and cite what you need to know.
Research Agents set up for banking, connected to your tools and run by your rules. Rent the ready-made version and go live within hours, or get a custom build live in 5 business days.
SEE IT WORK
- QuestionSomeone needs an answer from the data
- AgentSearch across sources
- In your toolsSummarize with citations
- DoneCompile briefings
THE PROBLEM IN BANKING
Teams in banking lose hours and revenue to work that research agents can handle. We build the agent around your process, so your people spend their time on the work that needs a human.
WHAT IT DOES FOR BANKING
- Search across sources
- Summarize with citations
- Compile briefings
- Monitor topics over time
- Extract structured data
- Deliver to your tools
WORKS WITH YOUR STACK
- Salesforce
- Twilio
Connected to your systems and set up for your compliance rules. Live in 5 business days.
Book a meeting with us nowThe proven version, live within hours, with a 30-day money-back guarantee.
Get the agent nowQuestions
How fast can it go live?
The ready-made agent goes live within hours. A custom build for your workflow goes live in 5 business days.
Does it fit our tools?
Yes. It connects to tools like Salesforce and Twilio, and to anything else through a secure API.
Is our data handled properly?
Data is encrypted and every action the agent takes is logged. Compliance status: compliant.
What teams in banking say
“If you're on the fence, book the call. We were live within the week, and our analysts got back 12 hours a week each. My only regret is that we waited a year to do it.”
“We handed over logins on a Monday and the agent was handling balance and transaction questions by the end of the week. Inside 60 days about 60% of tickets close without anyone on the team touching them. For what it costs, it's the best money we spend.”
“We tried building this ourselves and gave up after three months. They had the research agent running inside our own tools in days. Since then we cover three times as many accounts with the same team, and any change we ask for is done that week.”