WRITER for FINANCIAL SERVICES
Reimagine financial services with AI that knows your business
Build AI agents that focus on what drives real value: deep analysis, strategic insights, and personalized client recommendations.
Leading financial firms trust WRITER
Vanguard achieves 57% time to market and launches first client-facing gen AI app.
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Top global investment bank leverages AI to enable bankers on earnings summaries and S-1 generation.
Prudential sees 40% boost in creative capacity with agents for content generation, VOC analysis, and financial education.
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American banking giant automates ESG reporting and brand compliance.
Kaufman Rossin accelerates mission-critical work to achieve an average of 60% time savings in sales, product, and marketing.
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New American Funding creates SEO-valuable content that democratizes home ownership, saving the marketing team over 360 hours per week.
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Global investment management firm drives productivity and ROI with a scalable foundation for AI content generation, for $2M annual ROI.
Regional banking leader reduces manual, labor-intensive work in producing pitchbooks and executive profiles.
AI AGENTS
Purpose-built for financial complexity
Explore our AI solutions for financial services, built on our domain expertise working with leaders in global financial services. For example:
Investment research
Empower bankers, investors, and advisors to conduct faster and more accurate research and analysis.
Onboarding and KYC
Transform your customer workflows, removing friction from the customer experience and internal processes.
Financial advisory
Empower advisors to efficiently deliver customized client presentations, portfolio reports, and market insights, while staying compliant.
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Marketing content lifecycle
Accelerate thought leadership and marketing content creation, shorten review processes, and get to market faster.
Watch the videoPLATFORM
Built for scale across your institution
Activate agents
Our Agent Library has over 100 prebuilt agents for financial services and more. Explore prebuilt agents such as: 8K/6K summary, broker research summary, fund prospectus highlights, and more.
Browse our prebuilt agents
Build your own agents
Customize a prebuilt agent, or build your own agent from scratch. Business builders use no-code tools, while technology teams create feature-rich agents that integrate with your existing stack.
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Reinvent workflows
With Agent Builder, compose multi-agent systems that can research SEC filings, conduct search on the live web, generate structured reports — and act across your tools and systems.
Build agents on WRITER
WHY WRITER
Grounded in financial expertise, security, scalability
Financial-grade LLMs
Navigate complex financial inputs and regulatory requirements at the speed markets demand. Palmyra Fin, our financial LLM, was trained to meet the needs of trading, research, and client advisory functions.
Read about Palmyra LLMs
Collaborative building
Co-create AI agents tailored to your business processes, leverage your team’s expertise, and integrate with your unique data and systems.
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Enterprise scalability
Built for an industry prioritizing security, privacy, and compliance, where data breaches can devastate reputations. Flexible deployment options meet global financial regulations and security frameworks.
Read about our Trust & security
RESOURCES
Explore resources for financial services
AI use cases for financial services
Explore how teams across investment research, investor relations, wealth, compliance and marketing are deploying AI agents today.
From financial services to AI leadership
Dilshoda Yergasheva, WRITER’s head of global financial services, shares how she thinks about democratizing financial services through AI.
Generating alpha in the age of AI
Learn how purpose-built, secure AI models like Palmyra Fin, elevate investment research that delivers consistent, reliable, and compliant financial analysis.
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.