Agentspace for FSI

Building the future of finance
with Agentspace

Agentspace is transforming financial services by revolutionizing enterprise search and AI Agents. Significantly reduce time spent on information retrieval, automate complex and repetitive compliance and operational tasks, and build exceptional, streamlined customer and employee experiences, easier than ever before.

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The ultimate platform to enable your employees

Sales

Stay ahead of the competition by getting instant summaries of target companies, industry news, and competitor intel.

Software Engineers

Automate engineering processes and development tasks. Proactively find and fix bugs and build and iterate code more efficiently and deploy faster.

HR Departments

Quickly find answers to HR questions related to benefits, onboarding, and more. Automate HR administrative tasks and streamline performance reviews.

Discover how FSI businesses are using Agentspace

Insurance companies can leverage Agentspace to simplify policy management, process claims efficiently, and manage client data securely. Agentspace can help claims handlers to quickly access the required information on policies, as well as customer data, enabling them to reduce errors and speed up processing. Agentspace’s multimodel capabilities mean policy managers will be able to access a huge amount of data previously inaccessible to support with decision making.

The shift of physical first to digital first across all of FSI means distribution channels are changing and marketing teams are having to adapt. Agentspace allows for marketing teams to access previous campaign information with ease and build more personalized experiences for customers. Users can also work collaboratively using Gemini Deep Research to explore how new marketing channels can activate their growing online audience.

Compliance teams can use Agentspace for monitoring regulatory changes, generating auditing transactions and data, and automating compliance workflows. With regulatory updates, Agentspace can provide automated alerts and summaries of new regulations, ensuring compliance and reducing the friction for all employees to engage with regulatory information.

For audit trail generation, it can be used to help automate the tracking and documentation of transactions, simplifying auditing and improving transparency. Additionally, for reporting, Agentspace can automate report generation for regulatory bodies, saving time and ensuring accuracy and timely submission.

Risk Managers can benefit from Agentspace by analyzing market trends and risks, developing risk mitigation strategies, monitoring risk indicators, and rapidly generating risk reports with custom built Agents that sit within Agentspace.

When it comes to risk assessment, Agentspace can be used to accelerate data analysis and risk modeling, providing comprehensive risk insights and improving decision-making. For monitoring, it can provide real-time alerts and notifications of risk events, enabling proactive risk management and reducing potential losses. Furthermore, for reporting, Agentspace can help to speed up the creation of risk reports and dashboards, simplifying reporting and providing clear visualization of risk exposure.