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How Multimodal AI Agents work
Our AI Agents are a series of large language models that learn, think, and act with different built-in capabilities. We fine-tune these AI Agents on your company data and deploy them as APIs.
Document AI
Trained on your schema to extract, label, and organize data from structured and unstructured documents.
Decision AI
Ingests your internal manuals and guidelines, providing accurate data-driven decision recommendations for complex workflows.
Database AI
Access company databases to answer queries, interpret datasets, and provide actionable insights.
Conversational AI
Your in-house chatbot that accesses unstructured internal data to provide customer and employee support.
Content AI
Generates reports, policies, messages, and other documents in your company’s unique style while staying compliant with regulations.
Multimodal AI Agents automate finance tasks with precision
Research and analysis
and analysis efficiency
Research accuracy
Automated data extraction and analysis: Extract and analyze vast amounts of data from unstructured sources like analyst reports, financial news, market data, and company filings to spot complex trends and patterns.
Pitchbook preparation: Use tailored AI to design detailed pitchbooks for M&A transactions, IPOs, debt financing, restructuring, and more.
Company research: Assist top analysts with company research using real-time data, reports, and automatic content generation.
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Client relationship management
Personalized client communication: Understand client preferences and sentiment and identify potential upselling or cross-selling opportunities.
Automated client service: Automate routine client service tasks such as account inquiries and trade execution freeing up time for relationship managers.
Predictive client churn analytics: Predict client churn and take proactive measures to retain clients.
Algorithmic trading
Real-time market analysis: Use natural language processing to analyze news and social media sentiment, and machine learning models to detect anomalies in market data.
Risk management: Use AI-powered risk management tools to identify potential risks, monitor risk exposures, and develop hedging strategies.
Advanced predictive analytics: Employ AI to develop advanced predictive models that can forecast market movements, company performance, and economic indicators.
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Regulatory compliance
Automated regulatory reporting: Automate regulatory reporting, ensuring compliance with complex regulations and reducing the risk of errors.
Real-time risk monitoring: Analyze transaction data, identify suspicious activity, and detect anomalies to monitor compliance risk.
Regulatory change management: Track regulatory changes and assess their impact on the firm's operations to stay compliant and avoid penalties.
Why financial institutions love Multimodal
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Transparent & explainable
Our AI Agents are explainable, helping you track decisions and stay compliant with financial regulations.
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Integration & flexibility
We provide end-to-end integration with legacy systems and existing workbenches. Our AI Agents also learn and improve continuously.
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Tailored automation
Our AI Agents are trained on your company data, increasing accuracy, customer satisfaction, and specific risk identification.
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See automated underwriting in action
See how our AI Agents work live before you commit. Schedule a free, 30-minute demo today.
See how AI Agents work in real time
Learn how to apply them to your business
Discuss pricing & project roadmap
Get answers to all your questions
