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
Wealth management
- Financial advisor enablement
Customize and personalize client portfolios at scale.
Investment banking
- Banker enablement
Conduct market analysis and stay well informed about your coverage book.
Asset management
- Portfolio expertise
Produce optimized and compliant portfolio support content at scale.
- Onboarding & servicing
Expedite and simplify key back offices processes and service existing clients better.
- Deal transaction support
Due diligence companies, build term sheets, and execute deals faster.
- Investment management
Expedite research, build portfolios, manage risk, and trade without errors.
- Compliant marketing
Scale marketing content and ensure it’s curated and compliant.
- Client relations
Rapidly produce optimized and compliant client content.
- Investor relations
Automate time-consuming and manual client service workflows to drive more business.
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