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Our Top AI Agents
Investment
Investment Insights Agent
Personalizes investment recommendations, dynamic product summaries, macro research, asset allocation recommendations, overall investment rationales.
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IC Coaching
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.
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KYC Protocol (3)
KYC Agent
Extracts all KYC related information from client interactions and drafts a structured overview to help capture KYC data and comply with regulations.
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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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case-study-2
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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case-study-3
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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