Context for Financial Services
AI Purpose-built for
financial services
Context helps you transition from pilots to production using your models and proprietary deal data—securely connected to your systems, learns from your analysts and portfolio managers over time, and deploys on your infrastructure.
Workflows built for financial services
Not generic chat interfaces. Purpose-built workflows designed specifically for how financial services teams work—from initial research to final deliverable.
Discover more workflows →Interactive workspace preview is available on larger screens.
800+ Integrations
Seamlessly connect
your financial services stack
Context integrates with the tools financial services teams use every day. One unified workspace that connects communication, storage, analytics, and operations.
Outlook
Gmail
Microsoft Teams
Slack
Zoom
Bloomberg Chat
Symphony
Intercom
Google Drive
SharePoint
OneDrive
Box
Dropbox
Citrix ShareFile
Egnyte
Tresorit
Salesforce
HubSpot
Pipedrive
Copper
Close
Zoho CRM
Microsoft Dynamics
Freshsales
Google Sheets
Excel
Tableau
Power BI
Snowflake
BigQuery
Redshift
Databricks
Stripe
Plaid
Dwolla
Adyen
Square
PayPal
Braintree
Checkout.com
Quality Assurance
Evaluate metrics that matter to financial services
Monitor the metrics that actually drive your business forward—not just generic agent benchmarks. Context tracks real performance indicators like accuracy on your specific tasks, workflow completion rates, and business outcomes. Get insights into what's working and what needs improvement, with evaluations tailored to how financial services teams actually measure success.
Learn about Evals →
Enterprise security and compliance
Deployment security is taken very seriously. Review our comprehensive security measures and compliance certifications.
See security center →
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Security protocols we maintain
- End-to-end encryption for all data in transit and at rest
- Regular third-party security audits and penetration testing
- Role-based access control and multi-factor authentication
- 24/7 security monitoring and incident response
- GDPR, CCPA, and SOC 2 Type II compliance
Deploy where you need it
Context adapts to your infrastructure and security requirements. Whether you need our managed cloud, a dedicated private instance, deployment in your VPC, or a fully on-premises solution, we have you covered.
Talk to Sales→Get started instantly with our fully managed cloud platform. We handle all infrastructure, updates, and scaling.
Get started now→Transform your financial services team today
Join teams using Context to ship faster, work smarter, and deliver better results.
