Conversational AI

Conversational AI

for Agents and analysts

AI-Native Wealth Management — Built for Analysts, RMs, and HNIs

Smart Conversations. Not Just Chat

Smart Conversations. Not Just Chat

FinTech Conversational AI

From Deep Research to Trusted Dialogue — Seamlessly.

Ingest your documents and query your knowledge base to get the best results, without sifting through data across multiple files. Empower your conversational AI with trustworthy responses.

FinTech

Equity Research

Equity Research

Equity Research

Our platform automatically fetches earnings calls, investor presentations, financials, and disclosures—so you can focus purely on insights. Use conversational AI to ask questions, extract signals, and build high-quality fundamental and technical reports. Everything you need for decision-making, sourced and analyzed in one place.


Our platform automatically fetches earnings calls, investor presentations, financials, and disclosures—so you can focus purely on insights. Use conversational AI to ask questions, extract signals, and build high-quality fundamental and technical reports. Everything you need for decision-making, sourced and analyzed in one place.


Our platform automatically fetches earnings calls, investor presentations, financials, and disclosures—so you can focus purely on insights. Use conversational AI to ask questions, extract signals, and build high-quality fundamental and technical reports. Everything you need for decision-making, sourced and analyzed in one place.


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FinTech

RM to HNI coversation

RM to HNI coversation

RM to HNI coversation

Empower Relationship Managers (RMs) with real-time access to the latest equity research, reports, and market intelligence—delivered seamlessly through conversational AI. High Net-Worth Individuals (HNIs) can interact naturally, ask questions, and get precise answers backed by RM knowledge and platform intelligence. Build credibility, consistency, and trust through smart, informed dialogue.


Empower Relationship Managers (RMs) with real-time access to the latest equity research, reports, and market intelligence—delivered seamlessly through conversational AI. High Net-Worth Individuals (HNIs) can interact naturally, ask questions, and get precise answers backed by RM knowledge and platform intelligence. Build credibility, consistency, and trust through smart, informed dialogue.


Empower Relationship Managers (RMs) with real-time access to the latest equity research, reports, and market intelligence—delivered seamlessly through conversational AI. High Net-Worth Individuals (HNIs) can interact naturally, ask questions, and get precise answers backed by RM knowledge and platform intelligence. Build credibility, consistency, and trust through smart, informed dialogue.


From Analysts to RMs to HNIs — Intelligence That Connects.

Enhance

investment vision

InsurTech Conversational AI

Minimal human input is all you need.

Ingest your documents and query your knowledge base to get the best insurance plans, without sifting through scattered tables, images, or metadata across multiple files.

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FinTech

Agent to Knowledgebase coversation

Agent to Knowledgebase coversation

Agent to Knowledgebase coversation

Bridge the gap between agents and intelligence.

Enable insurance agents and relationship managers to ask natural-language questions and instantly retrieve precise insights from internal documents, policy terms, competitor comparisons, and compliance guidelines. With conversational AI, agents can confidently recommend personalized plans, respond to complex client queries, and close deals faster—all without sifting through spreadsheets or manuals.

Bridge the gap between agents and intelligence.

Enable insurance agents and relationship managers to ask natural-language questions and instantly retrieve precise insights from internal documents, policy terms, competitor comparisons, and compliance guidelines. With conversational AI, agents can confidently recommend personalized plans, respond to complex client queries, and close deals faster—all without sifting through spreadsheets or manuals.

Bridge the gap between agents and intelligence.

Enable insurance agents and relationship managers to ask natural-language questions and instantly retrieve precise insights from internal documents, policy terms, competitor comparisons, and compliance guidelines. With conversational AI, agents can confidently recommend personalized plans, respond to complex client queries, and close deals faster—all without sifting through spreadsheets or manuals.

Don’t write by yourself, it’s boring. Instead, let AI

Enhance

Your prompts

Mortage Lending Conversational AI

Minimal human input is all you need.

Our Conversational AI for Mortgage is designed to empower agents, underwriters, and fraud analysts by making complex document analysis effortless. Once documents are ingested—such as mortgage applications, KYC files, loan agreements, or historical borrower records—the AI becomes your intelligent

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FinTech

Agent to Knowledgebase coversation

Agent to Knowledgebase coversation

Agent to Knowledgebase coversation

Put deep mortgage knowledge at every agent’s fingertips.

With AI-powered understanding of loan documents, KYC files, appraisal reports, and borrower history, agents and underwriters can instantly surface answers to complex questions. Whether identifying past defaults, property risks, or compliance flags, conversational AI bridges the gap between frontline teams and siloed data—without switching tools or digging through files.

Put deep mortgage knowledge at every agent’s fingertips.

With AI-powered understanding of loan documents, KYC files, appraisal reports, and borrower history, agents and underwriters can instantly surface answers to complex questions. Whether identifying past defaults, property risks, or compliance flags, conversational AI bridges the gap between frontline teams and siloed data—without switching tools or digging through files.

Put deep mortgage knowledge at every agent’s fingertips.

With AI-powered understanding of loan documents, KYC files, appraisal reports, and borrower history, agents and underwriters can instantly surface answers to complex questions. Whether identifying past defaults, property risks, or compliance flags, conversational AI bridges the gap between frontline teams and siloed data—without switching tools or digging through files.

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Loan Default History

Quickly retrieve all past loan defaults linked to the borrower across submitted documents.

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Property Flag Alerts

Identify if a property has been involved in previous mortgage issues or flagged applications.

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Risk Profile Summary

Get an AI-generated summary of the borrower’s overall mortgage risk in seconds.

AI does the digging, you make the decisions.

Empowers

ability faster decision-making


Why ?

Why ?

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Save 70% Research Time

AI scans policies, health data, and risk indicators — so agents focus on advising, not document-hunting.


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Auto-Extract Data

From PDFs to tables and forms, GenAI reads and links everything needed for faster underwriting decisions.

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Comply with all Risk Norms

Built-in checks for medical history, DUIs, and risk flags — ensuring every plan suggestion meets compliance.

Hallucination free RAG System

Zero Hallucination

Zero Hallucination

Zero Hallucination

Empower your conversational AI with trustworthy responses. Our Retrieval-Augmented Generation (RAG) system lets users upload documents and query them with confidence—every answer is grounded directly in the source material. No assumptions, no fabrications—just factual, verifiable insights.


Empower your conversational AI with trustworthy responses. Our Retrieval-Augmented Generation (RAG) system lets users upload documents and query them with confidence—every answer is grounded directly in the source material. No assumptions, no fabrications—just factual, verifiable insights.


Empower your conversational AI with trustworthy responses. Our Retrieval-Augmented Generation (RAG) system lets users upload documents and query them with confidence—every answer is grounded directly in the source material. No assumptions, no fabrications—just factual, verifiable insights.


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Multiple LLMs on your service

LLM Agnostic Infrastructure

LLM Agnostic Infrastructure

LLM Agnostic Infrastructure

Dynamic routing across multiple LLMs optimizes for performance, cost, and latency across different types of financial queries.

Dynamic routing across multiple LLMs optimizes for performance, cost, and latency across different types of financial queries.

Dynamic routing across multiple LLMs optimizes for performance, cost, and latency across different types of financial queries.

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