FINANCIAL SERVICES

Navigate mountains of financial data with AI agents

Vectara helps financial services and credit unions carve efficient routes through complex data terrain for agents with actionable insights and smarter decision-making.

Get the executive brief

Intelligent agents turn market research into market answers

Explore and interact with financial data through a dynamic AI agent orchestration platform. Make research and discovery as simple as asking the questions you’d like answers to.

Features

Keep your data under your control

Deploy on-prem, inside your VPC, or securely in the cloud. Implement policy and across controls that meet enterprise requirements.

Your financial data is sensitive at least and heavily regulated at best. Organizations with sensitive and highly regulated data can use Vectara’s agent platform without fear of leaking IP.

Enterprise policy and access controls, combined with airgapped isolation, ensure users can only gain access to the data they are supposed to see.

Context Aware Agents

Balance general knowledge and financial services specialization with broadly capable AI agents grounded in your data.

LLM-based agents are great for answering broad questions about general knowledge, but often fall flat on niche and specialized topics.

Context-aware AI agents give you the best of both worlds: domain understanding and specialized answers grounded in your data.

Find the right answers across languages

Count on relevant responses across multiple languages.

Vectara captures the full context of your questions and roots it in your domain data, uncovering synonyms within languages, removing the pressure to find exact keyword matches to retrieve the right information.

Better yet, it enables translation across languages. Users can retrieve relevant information from any language in any language.

Use Cases

Innovation

Analyze market trends and patterns to stay competitive

Administration

Quickly summarize policies, documents, and other unstructured forms of content

Customer service

Enable analysts and managers to quickly find and synthesize answers from a large internal knowledge base

Threat mitigation

Incorporate a wider set of data into risk and fraud detection

Working with Vectara and our industry partners, we’re able to see the exciting real-world examples of GenAI transformation in financial services.

Stuart FrithFounder, MyWealth.ai

Get started with Vectara

Vectara is the shortest path between question and answer, delivering true business value in the shortest time.