La fonte unica di verità alimentata da AI per le organizzazioni finanziarie
Guru riunisce le tue politiche di prestito, linee guida di investimento, procedure di richiesta e altro ancora combinando ricerca AI aziendale, intranet e wiki, fornendo agli analisti aziendali, consulenti finanziari, periti e valutatori un accesso rapido e fidato a ciò di cui hanno bisogno quotidianamente, mentre forniscono approfondimenti per ottimizzare il servizio clienti.
Con Guru, i team di finanza ottengono una piattaforma unica e fidata per centralizzare normative, specifiche di prodotto, dati di mercato e benchmark, consentendo ai dipendenti di ottenere informazioni autonomamente e lavorare in modo più intelligente.
Key capabilities for finance
Instant, trusted AI answers to policy and procedure questions
Finance staff get quality guidance the moment they need it, reducing interruptions and accelerating client service. Answers are sourced from connected apps and surfaced directly in-workflow so the knowledge your team needs to do their job is always available in the tools they’re already using.
Central repository for latest rates, claims guidelines
Consolidate shifting finance statutes, benchmarks, and compliance data in one up-to-date platform teams can rely on.
Secure automation and financial accuracy for client trust
Guru uses smart automation to draft docs and identify gaps and duplicate content, then taps your top finance experts to verify accuracy, maintaining a trusted single source of truth.
Get instant AI Answers from your content
Keep tabs on what your team is searching for with expert review
Write like a pro with AI-powered content assist
Add trust to your company knowledge with verification
Proactively push relevant info where it’s needed with knowledge triggers
Send critical updates that can’t be missed with announcements
Unlock potential across your finance roles
Business Analysts
- Reduce project delays by centralizing requirements
- Improve visibility into initiative progress and issues
- Ensure alignment on processes across banking products
Financial Advisors
- Demonstrate value with access to personalized client insights
- Save time generating quarterly portfolio reports
- Consistently apply latest investment selection criteria
Insurance Claims Adjusters
- Shorten claims cycle times using up-to-date guidelines
- Retain specialized knowledge as senior staff retire
- Improve regulatory compliance over time
Commercial Real Estate Appraisers
- Expand expertise with access to unique property profiles
- Complete appraisals faster with custom templates
- Maintain access to the most recent sales comps
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