Reimagine how finance works
Build mission critical solutions to automate end-to-end workflows across financial services enterprises.
Request a demoLeading financial services firms trust Writer
Drive impact across core financial services operations
With Writer, enable investors, sales, marketing, and operations to work more efficiently and deliver revenue for the business. Here are examples of impacts our customers have seen:
Boost productivity & performance
Enable bankers, investors, and advisors to conduct faster and more accurate research and analysis.
50-70%
Increase in advisor efficiency
Improve client
engagement
Scale personalized outreach to institutional investors and high-net-worth clients.
15-40%
Increase in client engagement
Streamline
marketing
compliance
Enable marketing with AI guardrails, shorten review processes, and get to market faster.
> 50%
Less time on compliance reviews
Drive
growth
Scale business transformation with production-quality AI apps for financial services.
20
AI apps deployed per month
“Writer’s full-stack platform enables Vanguard to combine the expertise, creativity, and knowledge of our teams with the latest advancements in generative AI technology, boosting productivity.”
Nitin Tandon
CIO
Proven AI solutions for financial services
Investment
banking
Banker enablement
- Transaction history diligence
- Company & investor profiles
- 10-Q/K & earnings transcripts highlights
Deal transaction support
- Confidential information presentation
- M&A due diligence assistant
- Competitor screening
Client relations
- Client history brief & meeting prep
- Digital content & thought leadership
- Personalized client outreach at scale
Asset
management
Product management & marketing
- Knowledge assistants
- Client portfolio analysis & recs
- Target list performance
Portfolio management
- Investment research assistant
- Investment memo creation
- 10-Q/K & earnings transcripts highlights
Investor relations
- Client history brief & target list
- RFP responses & competitor intel
- Personalized client outreach at scale
Wealth
management
Advisor enablement
- Fund & market research assistant
- Lead gen & at-risk client identification
- Customized portfolio digests & proposals
Onboarding & servicing
- Client briefing & sentiment analysis
- KYC reviews
- Onboarding & offboarding
Compliant marketing
- Client training and education
- Digital content and thought leadership
- Case studies
Example generative AI apps
Summarize or query against numerous earnings call transcripts to extract insights and trends.
Create personalized commentary digests unique to each client portfolio, with customized interests, investments, and news.
Customized client proposal and onboarding materials generated from clients past account performance and financial goals.
Scale M&A learnings so that investor questions can be answered quickly and accurately, with source material identified.
Generative AI for financial services
Everything you need to embed generative AI into your business functions.
Financial expertise
Writer is built by top AI researchers, and former hedge fund investors, portfolio managers, and investment bankers who understand your workflows in depth. A Writer-built, financial-specific LLM, Palmyra Fin, is trained to be an expert in finance use cases.
Flexible platform
Build and deploy multimodal, custom AI apps and workflows on the Writer platform, or partner with Writer to build them together. Prebuilt solutions are also available for the most popular financial services use cases.
Enterprise security
Safety, transparency, security, and privacy is at the cornerstone of everything we do. Our platform meets enterprise requirements, and can be deployed flexibly, keeps your data private, and adheres to global privacy laws security standards.
More resources for financial services
New American Funding case study
Learn how NAF uses Writer to ensure regulatory checks and balances on its content. Read the spotlight
The future of finance webinar
Explore AI in finance in this 45-minute on-demand webinar with Franklin Templeton’s SVP and head of AI & digital transformation. Watch the webinar
Writer apps for financial services
Take a quick tour of both pre-built and custom AI apps for financial services. Take the tour