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Financial Services Automation With Agentic AI
Multimodal builds agentic AI to speed up financial services workflows like portfolio management, M&A advisory, regulatory compliance, and more. Our platform delivers end-to-end automation for financial services firms.
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How Multimodal AI Agents work
Our AI Agents learn, think, and act with different built-in capabilities. We fine-tune these AI Agents on your company data and deploy them as APIs through our AgentFlow platform.
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Document AI
Trained on your schema to extract, label, and organize data from structured and unstructured documents.
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Decision AI
Ingests your internal manuals and guidelines, providing accurate data-driven decision recommendations for complex workflows.
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Database AI
Access company databases to answer queries, interpret datasets, and provide actionable insights.
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Purpose-Built AI for Financial Services
Portfolio Management & Optimization
Data-Driven Insights: Analyze market trends, economic indicators, and portfolio performance to optimize asset allocation strategies.
Automated Rebalancing: Use AI to identify opportunities for rebalancing portfolios based on market conditions and client goals.
Risk Assessment: Evaluate portfolio risks using predictive analytics and recommend mitigation strategies in real-time.
M&A Advisory & Deal Structuring
Automated Due Diligence: Extract critical insights from financial statements, contracts, and market reports to streamline M&A evaluations.
Tailored Pitchbooks: Generate customized pitchbooks with detailed analysis for mergers, acquisitions, IPOs, and restructuring deals.
Valuation Modeling: Leverage AI to build accurate valuation models aligned with industry benchmarks.
Regulatory Compliance & Reporting
Automated Reporting: Generate audit-ready reports that comply with global regulatory standards, reducing manual errors.
Real-Time Monitoring: Use AI to detect anomalies in transactions and ensure compliance with AML/KYC regulations.
Regulatory Change Management: Track evolving regulations and assess their impact on business operations.
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Algorithmic Trading & Market Analysis
Real-Time Sentiment Analysis: Analyze news, social media, and market data using NLP to identify trading opportunities.
Advanced Predictive Models: Forecast market movements using machine learning models trained on historical data and current trends.
Risk Management Tools: Monitor risk exposures and develop hedging strategies to safeguard investments.
Why Financial Institutions Need Multimodal
Transparent & Explainable
Our AI Agents are fully explainable, ensuring transparency in decision-making while maintaining compliance with financial regulations.
Integration & Flexibility
Seamlessly integrate our solutions with legacy systems and existing platforms while enabling continuous learning and improvement of AI models.
Continuous Improvement
Our AI Agents learn and improve continuously, adapting to changing needs of the finance regulatory environment.
Security & Data Privacy First
Flexible deployment
Our automation software is deployed on your infrastructure, either on your virtual private cloud (VPC) or on-premises.
Data security
Your data stays within your systems, ensuring user privacy and compliance with regulations, enhancing business security.
Enhanced protection
This setup safeguards your users, keeping your operations secure and compliant.
Book a 30-minute demo
Explore how our agentic AI can automate your workflows and boost profitability.
Get answers to all your questions
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Learn AgentFlow manages all your agentic workflows
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FAQ
AI automates complex workflows like portfolio management, deal structuring, regulatory compliance, and market analysis by leveraging machine learning models trained on vast datasets. This improves efficiency, reduces costs, and enhances decision-making accuracy.
Yes, AI Agents can optimize portfolio management by analyzing market trends, automating rebalancing tasks, and providing real-time risk assessments tailored to client objectives.
AI automates the generation of audit-ready reports, monitors transactions for anomalies in real-time, and tracks regulatory changes to ensure adherence to global standards while minimizing human error.
AI enhances algorithmic trading by analyzing vast amounts of market data in real-time to identify trends, predict market movements, and optimize trade execution strategies.
Multimodal deploys its solutions within your infrastructure—on-premises or in a private cloud—ensuring that sensitive data remains secure while complying with industry regulations.By leveraging Multimodal’s tailored solutions for investment banking workflows like portfolio management, M&A advisory, compliance automation, and trading optimization, financial institutions can achieve unparalleled efficiency and accuracy while staying ahead of the competition.