Financial Services
Make decisions at the speed of finance with generative AI
Real-time access to insights from data is the ultimate financial advantage. Whether your business is analyzing deals, selling financial products, assessing risk, or serving high-value investors, Glean helps your team do it faster and smarter without exposing sensitive data.
Gain advantage with generative AI
Retail & Commercial Banking
Grow revenue and loyalty. Quickly educate staff on financial products. Enable customers to securely self-serve and self-support.
Investment Firms
Accelerate deals and drive intelligent decision-making. Reveal insights to support research and analysis workflows. Provide highly personalized client experiences.
Insurance
Handle claims faster, minimize costs, and detect fraud. Integrate data and insights into underwriting workflows.
Help agents master 1000s of financial products
Give agents real-time access to summarized product details and customer data to help them build stronger recommendations.
Super-charge investment research and analysis
Bring together data, quickly gather and analyze financial information, news, and market trends for actionable insights.
Personalize customer experiences at scale
Provide high-value customers tailored recommendations and advice based on customer journeys, risk preferences, and financial goals.
Glean is built for the FinServ tech stack
Work AI for all.
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