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FINANCIAL SERVICES
Elevate your financial intelligence
Easily converse with massive volumes of financial documents and market data, enabling your teams to accelerate analysis, spot new investment opportunities, and drive strategic growth
Transform financial operations at scale
Generate real ROI from AI
Turn complex financial workflows into streamlined processes with AI built for the enterprise, empowering your most valuable teams to make faster, smarter decisions
Augment financial professionals across all business lines with specialized RAG agents that accelerate analysis and automate complex workflows
Transform complex financial documents and market data into comprehensive reports, saving time for your most valuable teams
Instantly process SEC filings, earnings call transcripts, economic reports, and structured financial data to generate new business insights
Provide accurate, auditable answers with minimal risk of hallucinations while enforcing strong security and data sovereignty compliance
Reach production in weeks, not months
Accelerate your time to value with hands-on partnership from leading AI experts for every stage of the agent development process
Seamlessly create a RAG agent in minutes to showcase the value of your use case to technical stakeholders and business end-users
Connect your financial documents and structured data to enable your RAG agents to reason over all of your enterprise knowledge
Specialize your RAG agents to achieve unmatched accuracy and performance for your domain-specific use case
Meet robust enterprise requirements around security, availability, and deployment to move safely into production
“Contextual AI’s language models, fine tuning, and feedback learning capabilities combine to deliver a product that will create value in many industries. In financial services, it will enable a deeper understanding of customer behavior and automate complex digital workflows. By building reliable, enterprise grade AI systems, Contextual AI helps enterprises like HSBC drive better customer outcomes.”
Why Contextual AI for financial services
Leverage a state-of-the-art AI platform, battle-tested at leading enterprises like HSBC and Qualcomm
Unmatched AI performance
The Contextual AI Platform outperforms competing enterprise AI systems built with leading frontier models, including Claude 3.5 Sonnet and GPT-4o, helping you move quickly from demo to production. Specialized RAG agents built with our platform deliver exceptional end-to-end accuracy on technical, complex, and knowledge intensive workloads, such as investment analysis, due diligence, and risk assessment.
Enterprise-grade security and governance
The Contextual AI Platform is purposely built for enterprise dependability. Contextual AI is SOC 2 certified and offers a comprehensive suite of battle-tested security features to meet regulatory compliance and reach production safely and confidently, including role-based access controls, end-to-end encryption, query guardrails, and more.
Flexible, safe deployment options
Contextual AI offers flexible deployment options to meet your unique enterprise requirements. Whether deployed on our fully managed SaaS offering, in your virtual private cloud environment, or on-premises, Contextual AI helps your organization protect sensitive information and meet global security, privacy, and data sovereignty regulations.
Trusted by industry leaders
