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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.
Financial services whitepaper
AI is reshaping financial services—improving customer engagement, streamlining operations, and enabling personalized experiences.This whitepaper highlights key use cases to boost satisfaction, drive revenue, and cut costs with a focused AI strategy.
Help agents master 1000s of financial products
Super-charge investment research and analysis
Personalize customer experiences at scale
Glean is built for the FinServ tech stack
Work AI for all.
Get a demo