WRITER for financial services - WRITER
WRITER for financial services
Client-facing teams can only scale if AI scales with them
Give relationship managers, advisors, and field teams always-on signals, personalization at scale, and compliance controls to always show up prepared.
Global financial services institutions trust WRITER
“We’re empowering our crew to work more effectively, more efficiently, and more creatively.”
Adam Uhrich
Head of Engagement Strategy
SPOTLIGHTS
Proven results across global financial services firms
Vanguard achieves 57% faster time to market and launches first client-facing AI agent.
Leading wealth management firm automates client meeting prep across hundreds of relationship managers.
UK commercial bank books 5x more prospect meetings across its branch network.
New American Funding creates SEO-valuable content that democratizes home ownership, saving the marketing team over 360 hours per week.
Top global investment bank leverages AI to enable bankers on earnings summaries and S-1 generation.
American banking giant automates ESG reporting and brand compliance.
A top CPA and advisory firm accelerates mission-critical work to achieve an average of 60% time savings in sales, product, and marketing.
Global investment management firm drives productivity and ROI with a scalable foundation for AI content generation, for $2M annual ROI.
Regional banking leader reduces manual, labor-intensive work in producing pitchbooks and executive profiles.
AI AGENTS
Drive growth and productivity across the client lifecycle
Empower marketing, field, and sales to deliver personalized, compliant client experiences—from first touch to portfolio growth.
Always-on market intelligence
Mornings used to start with 45 minutes of manual research. Now intelligence briefs are generated automatically and personalized to each rep.
Daily market & macro brief
Synthesized overnight from approved sources, in each rep’s voice, ready to forward to clients, before the first call.
Sector & coverage intelligence
Generate insights relevant to each rep’s specific book, not generic market noise.
Earnings & event summaries
Pre-cleared, derivative content kit ready to deploy across email, social, and client portal the moment the news breaks.
Client meeting prep & follow up
Instead of spending hours on client briefs, follow ups, and personalized communications, drafted are generated for reps to review and finalize.
Client review brief
Portfolio, last interactions, life event flags, and next best action — auto-delivered to mobile before the meeting starts.
Post-meeting notes & actions
CRM notes and follow-up tasks drafted the moment the meeting ends, in the advisor’s voice, ready to review and sync.
Personalized client communications
Follow-up emails written in each rep’s voice, pre-cleared, ready to send without a compliance queue.
Personalized prospecting at scale
Every outreach is personalized, cleared, and triggered by the right signal before the rep has to ask.
Prospect intelligence dossier
Firm news, M&A moves, AUM profile, and personalized angle, generated in 90 seconds before every outreach call.
Hyper-personalized outreach
Drafted in each rep’s voice, triggered by the right signal, ready to send without manual research.
Referral & drip campaigns
Mine CRM to surface 1st-degree connections and run structured warm referral sequences.
Automated compliance reviews
Apply the right compliance requirements automatically across all client-facing content. Reduce regulatory risk and compress review cycles from weeks to hours.
Prevent compliance violations
Block violations in real-time. Build guardrails in WRITER or integrate with third-party guardrails to prevent sensitive data and non-compliant language during content generation.
Build in financial regulations
Compliance requirements — federal, firm-specific, and always changing — are built directly into WRITER, so every piece of content is reviewed against the rules before it goes out.
AI-guided self-serve reviews
Shift compliance officers from heavy review to spot-check approval. Enable business users to run post-draft reviews that generate annotated documents with violations and suggested changes.
Hyper-personalized, compliant marketing
Meet your clients where they are with content that speaks to their needs.
Research and content strategy
Securely search 1st party and 3rd party data (PitchBook, FactSet) to generate data-driven content strategy.
Content and creative development
Develop and iterate on content and creative with AI that knows your voice, style, and institutional context.
Channel-specific derivative assets
Auto-generate audience- and channel-specific lifecycle and derivative content.
WHY WRITER
Why global financial institutions choose WRITER
Built for institutional-grade security and compliance
Navigate regulatory complexity with confidence. WRITER delivers financial-specific Palmyra Fin LLM, built-in compliance guardrails, and zero data retention policies. Choose flexible deployment options to meet regulatory requirements.
Industry veterans who understand your workflows
Partner with experts who’ve walked your path. Our team includes former asset managers, investment bankers, and wealth advisors. We co-create solutions grounded in institutional knowledge and regulatory requirements.
Built for teams, not just individuals
Most AI tools create individual productivity. WRITER is built for shared and scaled work. Your ops or strategy team configures and codifies best practices once, and every client-facing person gets a personalized, compliant output.
Interoperable with your existing stack
WRITER connects with the tools that power your business—PitchBook, FactSet, Microsoft, Snowflake, and more. Extend existing investments while maintaining the governance and control that enterprise IT teams require.
RESOURCES
Explore resources for financial services
#### Bankers mostly skipped SaaS. They’re all in on AI now.
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