Built for fast-moving finance teams, Guru combines the best of AI-powered search, wiki, and intranet features into one platform. Guru delivers instant, reliable answers sourced directly from your content—like financial policies, compliance guidelines, and client information—right within the tools you already use, including CRMs, email, and chat tools. By centralizing knowledge, Guru keeps your team aligned and ready to deliver accurate, consistent answers—because in finance, there’s no room for guesswork.
Guru’s Knowledge Agents don’t just fetch generic search results—they supercharge search by filtering out the noise and delivering personally tailored answers. By understanding the context of the question and the person asking, Agents deliver precise, topic-specific insights sourced from the most reliable and applicable knowledge and resources. Whether advising clients, managing risk, or handling compliance requests, Knowledge Agents deliver fine-tuned answers directly in your workflow, keeping your team focused on accuracy and client success.
Whether pulling from connected tools or storing critical policies in Guru, workers get instant access to the information they need. Guru’s intuitive editor makes documentation simple, while AI refines, personalizes, translates, and clarifies content for accuracy. Shared drafts and in-line comments ensure seamless collaboration, keeping client support, risk management, and compliance teams aligned—so operations run smoothly and no detail gets overlooked.
Keep everyone on the same page with Guru’s Custom Pages. Create dedicated spaces for departments, client accounts, and projects to centralize info like compliance policies, client accounts, and financial strategy docs. Leaders can instantly share urgent updates—like regulatory changes or market shifts—and confirm that nothing gets missed. The result? Smoother operations, faster decision-making, and teams that stay in sync when accuracy matters most.
Whether in a CRM, trading platform, or compliance portal, always have access critical info without needing to switch tabs.
Set automatic reminders for SMEs to review content, ensuring the info that employees are accessing is reliable and up-to-date.
Proactively surface info exactly when and where teams need it, helping them avoid errors and solve problems before they even arise.
Users only see (and get AI-powered answers from) content they already have access to, keeping information secure.
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