金融組織的 AI 驅動真相單一來源
Guru 通過結合 企業 AI 搜尋、內聯網 和 維基 將您的貸款政策、投資指導、索賠程序等整合在一起——使商業分析師、財務顧問、索賠調整員和評估師能快速、可信地獲取他們日常所需的信息，同時提供洞察以優化客戶服務。
使用 Guru，金融團隊獲得一個可信的平台，集中管理法規、產品規格、市場數據和基準——使員工能夠自助獲取信息，更加高效地工作。
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
.avif)
.png)
