RESEARCH · FINTECH

Research Agents for Fintech: gather, summarize and cite what you need to know.

Research Agents set up for fintech, 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

LiveResearchFintech · example
Research
ReportFilingNewsNotes
  1. QuestionSomeone needs an answer from the data
  2. AgentSearch across sources
  3. In your toolsSummarize with citations
  4. DoneCompile briefings

THE PROBLEM IN FINTECH

Teams in fintech 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 FINTECH

  • Search across sources
  • Summarize with citations
  • Compile briefings
  • Monitor topics over time
  • Extract structured data
  • Deliver to your tools

WORKS WITH YOUR STACK

  • Stripe
  • Intercom
Onboarding time cut in half, with 60% of support tickets solved instantly
typical result in fintech
CUSTOM
Built around your workflow

Connected to your systems and set up for your compliance rules. Live in 5 business days.

Book a meeting with us now
READY MADE
Rent it today

The proven version, live within hours, with a 30-day money-back guarantee.

Get the agent now

Questions

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 Stripe and Intercom, 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: SOC 2 in progress.

RELATED

What teams in fintech say

★★★★★
“Before the research agent, reports were out of date by the time anyone read them. Now it handles that around the clock, research that took two days now takes about an hour, and my team spends its day on work that needs a person.”
FounderDallas Payments Company
★★★★★
“I didn't trust it until I watched it handle onboarding and KYC prompts on our busiest day of the year without a single complaint. We got through peak season without the three temps we usually hire. If you're comparing options, book the call.”
Head of OperationsPittsburgh Lending Platform
★★★★★
“If you're on the fence, book the call. We were live within the week, and the Monday report lands at 7am with every source cited. My only regret is that we waited a year to do it.”
General ManagerSeattle Fintech Startup