Marketplace
Agents built for the work your team already does. Each one connects to the systems you use and runs with the permissions you set.
38 agents in Financial Services
Diligence, models and investor reporting, with every number traced to its source.
More in Financial Services
Alternative data screening
New datasets tested for signal before anyone buys them
Snowflake, Databricks, SlackCapital call notices
Call and distribution notices per investor
NetSuite, Box, SalesforceClient onboarding paperwork
Account opening documents prepared and checked
Salesforce, Box, ServiceNowClient review prep
Wealth client meetings prepared from the accounts
Salesforce, Box, MS TeamsComparable company set
Comps tables with every multiple sourced
Snowflake, Box, SharePointControl testing workpapers
Audit samples pulled and tested with the evidence
ServiceNow, Box, WorkdayCredit memo drafting
Credit memos from financials, collateral and terms
Salesforce, Box, SnowflakeDaily cash position
Cash by entity and currency, before the funding cut-off
SAP, Snowflake, MS TeamsDaily P&L attribution
Each desk's P&L explained and signed off by noon
Snowflake, Tableau, MS TeamsDeal closing checklist
Conditions precedent tracked to signing and funding
Box, Asana, MS TeamsDispute case handling
Card and payment disputes worked to a decision
Zendesk, Salesforce, ServiceNowEarnings model update
Models refreshed the morning after results
Snowflake, Box, MS TeamsFund factsheet production
Monthly factsheets from performance and holdings
Snowflake, Box, SharePointKYC file review
Onboarding files checked against the policy
Salesforce, Box, ServiceNowLicensing and CE tracking
Registrations and continuing education kept current
Workday, ServiceNow, BoxLoan servicing exceptions
Payment and rate exceptions cleared with a record
SAP, ServiceNow, BoxLP inquiry response
Investor questions answered from the fund's records
Salesforce, Box, MS Teams
Don't see the job you need?
Tell us what your team does and we will build the agent for it.