A fonte única de verdade habilitada por AI para organizações financeiras
O Guru combina suas políticas de empréstimos, diretrizes de investimento, procedimentos de reclamações e muito mais ao unir pesquisa empresarial em AI, intranet e wikis—dando aos analistas de negócios, consultores financeiros, peritos de reclamações e avaliadores acesso rápido e confiável ao que precisam diariamente, ao mesmo tempo que fornece insights para otimizar o atendimento ao cliente.
Com o Guru, as equipes de finanças obtêm uma plataforma única e confiável para centralizar regulamentos, especificações de produtos, dados de mercado e benchmarks—permitindo que os funcionários atendam informações por conta própria e trabalhem de forma mais inteligente.
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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