Financial services
ASSIST
Book an intro
Find your plan
Your enterprise data is too valuable to stay locked in silos. ASSIST AI turns it into expert agents built for banking, insurance, and investment.
Financial services
ASSIST
Book an intro
Find your plan
Your enterprise data is too valuable to stay locked in silos. ASSIST AI turns it into expert agents built for banking, insurance, and investment.
Driving AI ROI
for financial teams
What is our current exposure across the corporate lending book, which sectors are approaching concentration limits, and what should I present to the board this Friday?
Sample prompt
Explore more use cases
Cut audit time without cutting corners on compliance
%
faster audits
Key benefits
Analytical superpowers
at everyone’s fingertips
1
3
4
5
2
Accelerate deal sourcing and prospecting
With integrations to your data platforms and CRM, your AI agents can
identify potential companies, update prospect data, and help you identify
potential deals by synthesizing research and competitor analysis.
Optimize and automate deal due diligence
Ask your assistants to search, extract, and synthesize data from structured
and unstructured data sources like earnings calls and market reports. Or
analyze entire data room files.
Level up portfolio and performance monitoring
Save time on everything from sentiment analysis and comps tracking to
reports for portfolio companies. Your assistants can review and summarize
performance changes in real time, on your behalf.
Streamline investor relations and fundraising
Cut the communication burden. With secure access to multiple data
sources, your assistants can automatically generate tailored investor
memos and complete everything from DDQs to RFPs.
Enhance compliance and regulatory oversight
Let your agents scan, summarize, and compare complex regulatory
documents. They can track changes across versions, highlight key updates and synthesize insights, so your compliance team can focus on action
instead of paperwork.
See product overview
2
Custom integrations
Connect your AI agents to all your most-
important tools and data sources, from
Salesforce and SharePoint to Gong and
beyond.
See all connectors
Microsoft Teams
Microsoft Sharepoint
Gmail
Slack
Google Drive
Atlassian
Dropbox
HubSpot
Gong
Airtable
Jira
Zendesk
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign in
No training on your data
Single-Tenant deployment
Data encrypted at rest with AES 256 and in transit
with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted
models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management
support
FAQ
How secure are ASSIST Agents?
Which connectors does ASSIST support?
Can ASSIST Agents browse the web?
Which types of data can ASSIST handle?
How does ASSIST store data?
How are data permissions handled?
Which LLM models can i use with ASSIST?
Get in touch
We’d love to see
how we can help.
Financial services
ASSIST
Book an intro
Find your plan
Your enterprise data is too valuable to stay locked in silos. ASSIST AI turns it into expert agents built for banking, insurance, and investment.
Driving AI ROI
for financial teams
What is our current exposure across the corporate lending book, which sectors are approaching concentration limits, and what should I present to the board this Friday?
Sample prompt
Explore more use cases
Cut audit time without cutting corners on compliance
faster audits
%
Key benefits
Analytical superpowers at
everyone’s fingertips
1
Accelerate deal sourcing and prospecting
With integrations to your data platforms and CRM, your AI agents can identify potential companies,
update prospect data, and help you identify potential deals by synthesizing research and
competitor analysis.
2
Optimize and automate deal due diligence
Ask your assistants to search, extract, and synthesize data from structured and unstructured data
sources like earnings calls and market reports. Or analyze entire data room files.
3
Level up portfolio and performance monitoring
Save time on everything from sentiment analysis and comps tracking to reports for portfolio
companies. Your assistants can review and summarize performance changes in real time, on your behalf.
4
Streamline investor relations and fundraising
Cut the communication burden. With secure access to multiple data sources, your assistants can
automatically generate tailored investor memos and complete everything from DDQs to RFPs.
5
Enhance compliance and regulatory oversight
Let your agents scan, summarize, and compare complex regulatory documents. They can track
changes across versions, highlight key updates, and synthesize insights, so your compliance team can focus on action instead of paperwork.
See product overview
Custom integrations
Connect your AI agents to all your most-
important tools and data sources, from
Salesforce and SharePoint to Gong and
beyond.
See all integrations
Microsoft Teams
Microsoft Sharepoint
Gmail
Slack
Google Drive
Atlassian
Dropbox
HubSpot
Gong
Airtable
Jira
Zendesk
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign In
No Training on your Data
Single-Tenant Deployment
Data encrypted at rest with AES 256 and in transit with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management support
FAQ
How secure is Sana Agents?
Which integrations does Sana Agents have?
Can Sana Agents browse the web?
Which types of data can Sana Agents handle?
How does Sana Agents store my data?
How are data permissions handled?
Which LLMs does Sana Agents use? Are third-party models trained on my data?
Which languages does Sana Agents support?
Get in touch
We’d love to see how we
can help.
*
Financial services
ASSIST
Book an intro
Find your plan
Your enterprise data is too valuable to stay locked in silos. ASSIST AI turns it into expert agents built for banking, insurance, and investment.
Driving AI ROI
for financial teams
What is our current exposure across the corporate lending book, which sectors are approaching concentration limits, and what should I present to the board this Friday?
Sample prompt
Explore more use cases
Cut audit time without cutting corners on compliance
faster audits
%
Key benefits
Analytical superpowers at
everyone’s fingertips
1
Accelerate deal sourcing and prospecting
With integrations to your data platforms and
CRM, your AI agents can identify potential
companies, update prospect data, and help
you identify potential deals by synthesizing
research and competitor analysis.
2
Optimize and automate deal due diligence
Ask your assistants to search, extract, and
synthesize data from structured and
unstructured data sources like earnings
calls and market reports. Or analyze entire
data room files.
3
Level up portfolio and performance
monitoring
Save time on everything from sentiment
analysis and comps tracking to reports for
portfolio companies. Your assistants can
review and summarize performance
changes in real time, on your behalf.
4
Streamline investor relations and
fundraising
Cut the communication burden. With secure
access to multiple data sources, your
assistants can automatically generate
tailored investor memos and complete
everything from DDQs to RFPs.
5
Enhance compliance and regulatory
oversight
Let your agents scan, summarize, and
compare complex regulatory documents.
They can track changes across versions,
highlight key updates, and synthesize
insights, so your compliance team can focus on action instead of paperwork.
See product overview
Custom integrations
Connect your AI agents to all your most-
important tools and data sources, from
Salesforce and SharePoint to Gong and
beyond.
See all integrations
Microsoft Teams
Microsoft
Sharepoint
Gmail
Slack
Google Drive
Atlassian
Dropbox
HubSpot
Gong
Airtable
Jira
Zendesk
No training on your
financial data.
Full enterprise-grade
security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign in
No Training on your Data
Single-Tenant Deployment
Data encrypted at rest with AES 256 and in transit
with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-
hosted models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and
SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management
support
FAQ
How secure are ASSIST Agents?
Which connectors does ASSIST support?
Can ASSIST Agents browse the web?
Which types of data can ASSIST handle?
How does ASSIST store data?
How are data permissions handled?
Which LLM models can i use with ASSIST?
Get in touch
We’d love to see how we
can help.
Financial services
ASSIST
Book an intro
Find your plan
Your enterprise data is too valuable to stay locked in silos. ASSIST AI turns it into expert agents built for banking, insurance, and investment.
Driving AI ROI
for financial teams
What is our current exposure across the corporate lending book, which sectors are approaching concentration limits, and what should I present to the board this Friday?
Sample prompt
Explore more use cases
Cut audit time without cutting corners on compliance
faster audits
%
Key benefits
Analytical superpowers
at everyone’s fingertips
1
Accelerate deal sourcing and prospecting
With integrations to your data platforms and CRM, your AI agents can identify potential
companies, update prospect data, and help you identify potential deals by synthesizing research
and competitor analysis.
2
Optimize and automate deal due diligence
Ask your assistants to search, extract, and synthesize data from structured and unstructured
data sources like earnings calls and market reports. Or analyze entire data room files.
3
Level up portfolio and performance monitoring
Save time on everything from sentiment analysis and comps tracking to reports for portfolio
companies. Your assistants can review and summarize performance changes in real time, on your behalf.
4
Streamline investor relations and fundraising
Cut the communication burden. With secure access to multiple data sources, your assistants can
automatically generate tailored investor memos and complete everything from DDQs to RFPs.
5
Enhance compliance and regulatory oversight
Let your agents scan, summarize, and compare complex regulatory documents. They can track changes across versions, highlight key updates, and synthesize insights, so your compliance team can focus on action instead of paperwork.
See product overview
Custom integrations
Connect your AI agents to all your most-
important tools and data sources, from
Salesforce and SharePoint to Gong and
beyond.
See all integrations
Microsoft Teams
Microsoft Sharepoint
Gmail
Slack
Google Drive
Atlassian
Dropbox
HubSpot
Gong
Airtable
Jira
Zendesk
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign in
No Training on your Data
Single Tenant Deployment
Data encrypted at rest with AES 256 and in transit with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management support
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification, SAML, SSO, & SCIM
SOC 2 Type 1 compliance
ISO 27001 certified
GDPR compliant
Data encrypted at rest with AES 256 and in transit with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted models
Knowledge verification settings
User-generated feedback on responses
Analytics dashboard for montioring usage and responses
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management support
FAQ
How secure are ASSIST Agents?
Which connectors does ASSIST support?
Can ASSIST Agents browse the web?
Which types of data can ASSIST handle?
How does ASSIST store data?
How are data permissions handled?
Which LLM models can i use with ASSIST?
Get in touch
We’d love to see
how we can help.
Driving AI ROI
for financial teams
What is our current exposure across the corporate lending book, which sectors are approaching concentration limits, and what should I present to the board this Friday?
Sample prompt
Explore more use cases
Cut audit time without cutting corners on compliance
faster audits
%
Key benefits
Analytical superpowers
at everyone’s fingertips
1
Accelerate deal sourcing and prospecting
With integrations to your data platforms and CRM, your AI agents can identify potential
companies, update prospect data, and help you identify potential deals by synthesizing
research and competitor analysis.
2
Optimize and automate deal due diligence
Ask your assistants to search, extract, and synthesize data from structured and unstructured
data sources like earnings calls and market reports. Or analyze entire data room files.
3
Level up portfolio and performance monitoring
Save time on everything from sentiment analysis and comps tracking to reports for portfolio
companies. Your assistants can review and summarize performance changes in real time, on your behalf.
4
Streamline investor relations and fundraising
Cut the communication burden. With secure access to multiple data sources, your assistants
can automatically generate tailored investor memos and complete everything from DDQs to
RFPs.
5
Enhance compliance and regulatory oversight
Let your agents scan, summarize, and compare complex regulatory documents. They can track changes across versions, highlight key updates, and synthesize insights, so your compliance team can focus on action instead of paperwork.
See product overview
Custom integrations
Connect your AI agents to all your most-
important tools and data sources, from
Salesforce and SharePoint to Gong and
beyond.
See all integrations
Microsoft Teams
Microsoft Sharepoint
Gmail
Slack
Google Drive
Atlassian
Dropbox
HubSpot
Gong
Airtable
Jira
Zendesk
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign in
No Training on your Data
Single Tenant Deployment
Data encrypted at rest with AES 256 and in transit with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management support
FAQ
How secure are ASSIST Agents?
Which connectors does ASSIST support?
Can ASSIST Agents browse the web?
Which types of data can ASSIST handle?
How does ASSIST store data?
How are data permissions handled?
Which LLM models can i use with ASSIST?
Get in touch
We’d love to see
how we can help.
ASSIST
Overview
AI agents
Industries
Connectors
Security
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Pricing
Company
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Contact US
ASSIST
Overview
AI agents
Industires
Conectors
Security
Stories
Pricing
Company
Legal
Contact Us