Elevate your financial intelligence
Easily converse with massive volumes of financial documents and market data, enabling your teams to accelerate analysis, spot new investment opportunities, and drive strategic growth
Transform financial operations at scale
Generate real ROI from AI
Turn complex financial workflows into streamlined processes with AI built for the enterprise, empowering your most valuable teams to make faster, smarter decisions
Reach production in weeks, not months
Accelerate your time to value with hands-on partnership from leading AI experts for every stage of the agent development process
Testimonial
"Contextual Al's language models, fine tuning, and feedback learning capabilities combine to deliver a product that will create value in many industries. In financial services, it will enable a deeper understanding of customer behavior and automate complex digital workflows. By building reliable, enterprise grade Al systems, Contextual Al helps enterprises like HSBC drive better customer outcomes."
Ian Glasner - Group Head of Emerging Technology, Innovation, and Ventures, HSBC
AI solutions
AI solutions across financial services
Empower your most valuable teams, from financial analysts to wealth advisors to risk managers
Asset management
- Investment research
- Asset allocation strategy
- Fund performance review
- ESG screening
Investment banking
- Due diligence
- Company briefings
- M&A integration planning
- Pitch book automation
Corporate banking
- Credit memo generation
- Covenant monitoring
- Treasury solutions
- Working capital analysis
Retail banking
- Credit assessment
- Client retention strategy
- Branch evaluation
- Client feedback resolution
Insurance
- Risk assessment
- Customer segmentation
- Fraud detection
- Reinsurance optimization
Investor relations
- Earnings call preparation
- Investor feedback review
- Competitive intelligence
- Disclosure guidance
Risk & legal
- Risk exposure analysis
- Contract review
- Regulatory reporting
- Precedent identification
IT support
- Incident resolution
- System integration
- Policy enforcement
- Vendor assessment
Why Contextual AI for financial services
Leverage a state-of-the-art AI platform, battle-tested at leading enterprises like HSBC and Qualcomm
Unmatched AI performance
The Contextual AI Platform outperforms competing enterprise AI systems built with leading frontier models, including Claude Sonnet and ChatGPT, helping you move quickly from demo to production. Specialized RAG agents built with our platform deliver exceptional end-to-end accuracy on technical, complex, and knowledge intensive workloads, such as investment analysis, due diligence, and risk assessment.
Enterprise-grade security and governance
The Contextual AI Platform is purposely built for enterprise dependability. Contextual AI is SOC 2 certified and offers a comprehensive suite of battle-tested security features to meet regulatory compliance and reach production safely and confidently, including role-based access controls, end-to-end encryption, query guardrails, and more.
Flexible, safe deployment options
Contextual AI offers flexible deployment options to meet your unique enterprise requirements. Whether deployed on our fully managed SaaS offering, in your virtual private cloud environment, or on-premises, Contextual AI helps your organization protect sensitive information and meet global security, privacy, and data sovereignty regulations.
Trusted by industry leaders
HSBC
IGS
Comply
AI that understands your business
Build smarter, context-aware AI, that understands your data, workflows, and edge cases.