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Due Diligence Agent
Suggests potential questions Due Diligence (DD) team members might ask during meetings by analyzing DD documents and comparing the current opportunity with past evaluations.
banking
private-equity
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DORA Agent
Extracts all DORA-related information from financial institution operations and drafts a structured overview to help ensure compliance with the Digital Operational Resilience Act (DORA).
banking
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Policy Agent
Helps search for and compare policy details and allows insurance companies to simplify access to updated product details and specifications.
insurance
private-equity
banking
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IT Support Agent
Helps every employee get help around IT hardware, software, and operations safely and securely.
banking
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Coding & Development Agent
Helps employees with writing code, checking for bugs and developing software in a secure fashion.
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KYC Protocol Agent
Extracts all KYC related information from client interactions and drafts a structured overview to help capture KYC data and comply with regulations.
banking
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Consultation Protocol Agent
Generates standardized protocols documenting content and results of client consultations.
banking
insurance
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Prospectus Extraction Agent
Extracts and summarizes key asset information based on prospectuses. It can also generate comprehensive summaries and comparisons with industry benchmarks.
banking
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Asset Management Agent
Creates summaries of, for example, earnings calls transcripts, news articles, sell-side analyst reports, and meetings.
banking
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Commentary Agent
Provides commentary on specific assets or products according to pre-defined criteria and structure.
banking
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Client Proposal Agent
Helps to generate client proposals (emails, documents) based on all available client information.
banking
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Research Agent
Analyzes and extracts external research sources, including summarization of consensus views, etc.
banking
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Investment Research Agent
Personalizes investment recommendations, dynamic product summaries, macro research, asset allocation recommendations, overall investment rationales.
banking
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Directives Agent
Helps comply with all specific rules, procedures, and regulations associated to any specific transaction.
banking
insurance
private-equity
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Service Center Agent
Provides KPIs extracted from call or meeting transcripts allowing for quality control and training improvements.
banking
insurance
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Knowledge Search Agent
Provides employees with fast AI-powered access to internal knowledge and documents, usually by connecting existing data repositories.
banking
insurance
private-equity
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CRM Automation Agent
Updates fields in CRM after any client conversation (phone, video, in-person) based on what has been discussed and agreed on.
banking
insurance
private-equity
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Private ChatGPT Agent
Provides employees with a secure version of ChatGPT to support individual research and daily tasks.
banking
insurance
private-equity
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Document Analysis Agent
Allows all employees to analyse, summarize or synthesize a specific document or compare two documents.
banking
insurance
private-equity
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RFP Support Agent
Helps to complete RFP documents based on other similar RFPs by suggesting suitable answers to RFP questions.
banking
private-equity
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Contract Analysis Agent
Analyzes a set of defined contracts (e.g. as requested by regulator) and provides overview of criteria and alerts.
banking
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