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Agent Store

Discover our AI agents, designed to address your specific business challenges. Enriched by over 25 years of industry expertise, they embed deep knowledge of your sector. Turn everyday obstacles into powerful drivers of productivity and performance.

    File Indexing

    Indexes SharePoint documents with metadata and concise summaries.

    Financial Analyst Agent

    Analyzes financial datasets to produce controls, reports, and insights.

    Financial Services & Insurance
    FINANCIAL ANALYST AGENT

    Turns financial data into instant, trusted insights.

    Corporate Functions
    Financial Analyst AI Assistant

    Creates recurring mortgage market newsletters for banking advisors.

    Financial Services & Insurance
    Financial Knowledge Management

    Organizes financial policies and reports for instant FRM reference.

    Compliance & Risk
    Financing Need Prediction Agent

    Predicts potential financing needs from customer behavior signals.

    Financial Services & Insurance
    FinOps & Cloud Cost Optimization Agent

    Optimizes cloud costs and FinOps decisions.

    IT, Cyber & Data
    FinOps Navigator

    Forecasts cloud spend and flags anomalies to support budget guardrails.

    "Firm's Role"

    Clarifies the firm's role by classifying commitments and summarizing objectives.

    Financial Services & Insurance
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