Multimodal builds agentic AI to speed up financial services workflows like portfolio management, M&A advisory, regulatory compliance, and more. Our platform delivers end-to-end automation for financial services firms.
Automate
Portfolio Analysis & Trade Execution
AI-Powered
Research & Deal Analysis
Advanced
Regulatory Compliance & Monitoring
AgentFlow is our secure & integrated Agentic AI platform purpose-built for finance and insurance.
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Our AI Agents learn, think, and act with different built-in capabilities. We fine-tune these AI Agents on your company data and deploy them as APIs through our AgentFlow platform.
Processes unstructured data for RAG architectures and downstream GenAI applications.
Trained on your schema to extract, label, and organize data from structured and unstructured documents.
Ingests your internal manuals and guidelines, providing accurate data-driven decision recommendations for complex workflows.
Access company databases to answer queries, interpret datasets, and provide actionable insights.
Uses your internal data to support members and staff as part of an agentic platform that processes the request, not just answers it.
Generates reports, policies, messages, and other documents in your company’s unique style while staying compliant with regulations.
50%
Faster Portfolio Rebalancing
20%
Improvement in Risk Mitigation Accuracy
Data-Driven Insights: Analyze market trends, economic indicators, and portfolio performance to optimize asset allocation strategies.
Automated Rebalancing: Use AI to identify opportunities for rebalancing portfolios based on market conditions and client goals.
Risk Assessment: Evaluate portfolio risks using predictive analytics and recommend mitigation strategies in real-time.
30%
Faster Deal Execution
15%
Increase in Transaction Success Rates
Automated Due Diligence: Extract critical insights from financial statements, contracts, and market reports to streamline M&A evaluations.
Tailored Pitchbooks: Generate customized pitchbooks with detailed analysis for mergers, acquisitions, IPOs, and restructuring deals.
Valuation Modeling: Leverage AI to build accurate valuation models aligned with industry benchmarks.
50%
Reduction in Compliance Costs
30%
Faster Regulatory Reporting
Automated Reporting: Generate audit-ready reports that comply with global regulatory standards, reducing manual errors.
Real-Time Monitoring: Use AI to detect anomalies in transactions and ensure compliance with AML/KYC regulations.
Regulatory Change Management: Track evolving regulations and assess their impact on business operations.
30%
More Accurate Market Predictions
20%
Improvement in Trade Execution Efficiency
Real-Time Sentiment Analysis: Analyze news, social media, and market data using NLP to identify trading opportunities.
Advanced Predictive Models: Forecast market movements using machine learning models trained on historical data and current trends.
Risk Management Tools: Monitor risk exposures and develop hedging strategies to safeguard investments.
Our AI Agents are fully explainable, ensuring transparency in decision-making while maintaining compliance with financial regulations.
Seamlessly integrate our solutions with legacy systems and existing platforms while enabling continuous learning and improvement of AI models.
Our AI Agents learn and improve continuously, adapting to changing needs of the finance regulatory environment.
Our models are trained securely on your internal data, driving higher precision, increasing accuracy, and accelerating specific risk identification.
Most customers use AgentFlow as a managed platform. Private cloud options can be evaluated and scoped separately.
Customer data is separated by account and encrypted in transit and at rest.
This setup safeguards your users, keeping your operations secure and compliant.
Explore how our agentic AI can automate your workflows and boost profitability.
Get answers to all your questions
Discuss pricing & project roadmap
See how AI Agents work in real time
Learn AgentFlow manages all your agentic workflows
Uncover the best AI use cases for your business
AI automates complex workflows like portfolio management, deal structuring, regulatory compliance, and market analysis by leveraging machine learning models trained on vast datasets. This improves efficiency, reduces costs, and enhances decision-making accuracy.
Yes, AI Agents can optimize portfolio management by analyzing market trends, automating rebalancing tasks, and providing real-time risk assessments tailored to client objectives.
AI automates the generation of audit-ready reports, monitors transactions for anomalies in real-time, and tracks regulatory changes to ensure adherence to global standards while minimizing human error.
AI enhances algorithmic trading by analyzing vast amounts of market data in real-time to identify trends, predict market movements, and optimize trade execution strategies.
AgentFlow runs as a managed platform with customer data separated by account; private cloud options can be evaluated and scoped separately, helping sensitive data remain secure while complying with industry regulations.By leveraging Multimodal’s tailored solutions for investment banking workflows like portfolio management, M&A advisory, compliance automation, and trading optimization, financial institutions can achieve unparalleled efficiency and accuracy while staying ahead of the competition.
