Turn financial context into action with AI

Glean connects knowledge across policies, client records, research, market context, and operational systems, so teams can find the context behind a decision without searching tool by tool. That helps client service, risk, compliance, and operations teams prepare faster, create clearer deliverables, and move work forward with more confidence.

A secure AI rollout requires more than a useful demo. Financial institutions need AI that fits regulated workflows, respects permissions, protects sensitive data, and gives teams visibility into the sources behind every answer. That foundation helps AI support client service, compliance, operations, and advisory work without creating new risk.

Banks need AI grounded in current, approved sources, including policy documents, regulatory updates, audit materials, prior findings, and internal guidance. Glean helps teams get answers with links back to source material, so they can verify outputs and respond faster as policies or requirements change.

Banks should evaluate whether employees can use AI across the systems where work actually happens, not just inside Microsoft 365. Teams often need context from policy repositories, CRM systems, research content, collaboration tools, and operational records. Glean complements existing AI investments by connecting that cross-system context in one permission-aware experience.

Permission-aware search means AI only retrieves and shows information an employee is allowed to access. Real-time access controls help answers reflect current permissions as access changes. Auditability gives teams a clear view into which sources informed an answer, making it easier to review, verify, and support compliance, audit, or regulatory questions.

Private equity and VC firms can use Glean to put deal history, market research, side letters, and portfolio context to work in a governed environment. Teams can create diligence summaries, DDQ responses, and first-pass materials faster while keeping permissions in place, so sensitive deal information stays limited to the right people.

Investment management firms need AI that works across the systems they already use, not another place to copy information. Glean helps teams bring together research, client history, product guidance, portfolio context, and compliance information so they can create account summaries, research briefs, and client materials with more relevant context and less manual assembly.

Insurers should look for an AI platform with permission-aware access, source-linked answers, auditability, and controls that support work across the policy lifecycle. Glean helps teams create summaries, reviews, and audit-ready materials grounded in policies, filing requirements, prior responses, and supporting evidence. That makes work across underwriting, claims, service, and compliance faster and more defensible.