Financial Services

Generative AI
For Financial Services

Book a Demo
Yurts enables financial services teams to manage data and workflows with ease.
  • Available on prem or private VPC
  • Doesn’t train on your data
  • All answers link back to the source
  • Connected to your company’s systems & documents
  • Robust audit trails and logging capabilities
  • Fine-grained access controls
Why Yurts

Financial services companies who want to quickly adopt advanced AI without sacrificing control choose Yurts. Its fully modular platform enables rapid production deployment while allowing them to maintain ownership of their critical components.

GenAI Tailored for Financial Services

Find Anything

Quickly locate specific information within vast repositories of unstructured or structured financial data, enabling human experts to make informed decisions faster.

Generate Accurate Content

Yurts streamlines the creation of standardized documents such as reports and regulatory filings by generating initial drafts based on unstructured inputs, which professionals can then review and finalize.

Check Compliance Effortlessly

Use AI to inspect financial compliance reports, ensuring precision and adherence to mitigate risks, while maintaining human oversight.

Securely Synthesize Client Communication

Glean insights from client emails, call transcripts, and meeting notes to identify recurring themes, concerns, or opportunities.

INTEGRATE WITH THE SYSTEMS YOU USE EVERY DAY

Delight Your Customers

Teams that use Yurts provide incredible customer experiences. With information at employees' fingertips, employees of any tenure can give an accurate and high-quality answer.

Become an Instant Expert

With hundreds or thousands of financial products, being an expert used to take years. With Yurts, you can get a summary of any product in seconds and dive in if you want more details.

Retain Institutional Knowledge

Your best employees’ insights and work shouldn't leave the company when they do. Use AI Assistants to give decades of experience to your entire workforce.

Drive Innovation

Consolidate diverse information sources and rapidly process financial data, news, and market trends to generate actionable business intelligence - in real time.

Democratize Data

Become a data-driven organization without everyone needing to be a data expert. Yurts enables even your least tech-savvy employees to run SQL queries—without realizing it.

Book a Demo

Book Now