Augmenting Financial Services with Generative AI

Multimodal automates asset management, investment banking,  and capital markets’ workflows with purpose-built, explainable, and adaptable AI Agents.

4x
Faster turnaround times
80%
workflow automation
15%
Increase in Revenue
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How Multimodal AI Agents work

Our AI Agents are a series of large language models that learn, think, and act with different built-in capabilities. We fine-tune these AI Agents on your company data and deploy them as APIs.

Document AI

Trained on your schema to extract, label, and organize data from structured and unstructured documents.

Decision AI

Ingests your internal manuals and guidelines, providing accurate data-driven decision recommendations for complex workflows.

Database AI

Access company databases to answer queries, interpret datasets, and provide actionable insights.

Conversational AI

Your in-house chatbot that accesses unstructured internal data to provide customer and employee support.

Content AI

Generates reports, policies, messages, and other documents in your company’s unique style while staying compliant with regulations.

Multimodal AI Agents automate finance tasks with precision

Research and analysis

80%
Improvement in research
and analysis efficiency
20%
increase in
Research accuracy

Automated data extraction and analysis: Extract and analyze vast amounts of data from unstructured sources like analyst reports, financial news, market data, and company filings to spot complex trends and patterns.

Pitchbook preparation:
Use tailored AI to design detailed pitchbooks for M&A transactions, IPOs, debt financing, restructuring, and more.

Company research:
Assist top analysts with company research using real-time data, reports, and automatic content generation.

Client relationship management

20%
reduction in client churn
15%
increase in client satisfaction

Personalized client communication: Understand client preferences and sentiment and identify potential upselling or cross-selling opportunities.

Automated client service:
Automate routine client service tasks such as account inquiries and trade execution freeing up time for relationship managers.

Predictive client churn analytics:
Predict client churn and take proactive measures to retain clients.

Algorithmic trading

30%
more accurate market analysis
20%
improvement in risk management

Real-time market analysis: Use natural language processing to analyze news and social media sentiment, and machine learning models to detect anomalies in market data.

Risk management:
Use AI-powered risk management tools to identify potential risks, monitor risk exposures, and develop hedging strategies.

Advanced predictive analytics:
Employ AI to develop advanced predictive models that can forecast market movements, company performance, and economic indicators.

Regulatory compliance

50%
Reduction in regulatory reporting time
30%
reduction in compliance risk

Automated regulatory reporting: Automate regulatory reporting, ensuring compliance with complex regulations and reducing the risk of errors.

Real-time risk monitoring:
Analyze transaction data, identify suspicious activity, and detect anomalies to monitor compliance risk.

Regulatory change management:
Track regulatory changes and assess their impact on the firm's operations to stay compliant and avoid penalties.

Achieve enterprise-wide workflow automation

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Why financial institutions love Multimodal

Transparent & explainable

Our AI Agents are explainable, helping you track decisions and stay compliant with financial regulations.

Integration & flexibility

We provide end-to-end integration with legacy systems and existing workbenches. Our AI Agents also learn and improve continuously.

Tailored automation

Our AI Agents are trained on your company data, increasing accuracy, customer satisfaction, and specific risk identification.

Security first

Deployed on-prem or on your virtual private cloud, Multimodal is built to the highest enterprise-grade security standards, so no data leaves your walls.

Comprehensive security accreditation

Regular audits and penetration testing

Continuous monitoring and secure network architecture

Security & Trust

See automated underwriting in action

See how our AI Agents work live before you commit. Schedule a free, 30-minute demo today.

See how AI Agents work in real time

Learn how to apply them to your business

Discuss pricing & project roadmap

Get answers to all your questions