Seekr for Financial Services

Future proof your institution with trusted AI

Today’s financial customers expect faster, more personalized service. We provide a unified platform to build trusted AI applications that enhance customer experiences, streamline knowledge work, and mitigate risk and fraud.

Top companies trust Seekr

The Seekr difference

icon shield checkmark

Accuracy and compliance

Automate the creation of specialized industry models that comply with strict regulations such as GLBA, PCI, GDPR, and CCPA.
icon - accurate

Data security

With Seekr, your data remains yours. We never use it to train other models and give you full control to install our platform wherever your data is secure.
icon two circles

Trust and transparency

Power critical applications and services with a rich explainability toolset for detecting and correcting model errors at the source.

How we serve the financial services sector

Power faster decisions by automating knowledge work

Automate summaries of vast amounts of disparate information into accurate and actionable reports that free your teams to focus on higher-value tasks.

Serving financial services sector

Protect your business and customers from risk and fraud

Enable risk management and fraud prevention teams with AI-trained regulatory experts that detect patterns and anomalies in the most complex datasets.

Man working on tablet

Engage and retain customers with personalized interactions

Deliver dynamic financial reports and conversational AI experiences that empower clients to make more informed financial decisions.

People discussing finances on laptop

Start building trusted finance applications

Contact Sales

Use cases for financial services

Fraud detection and alerts

Identify patterns linked to fraudulent behavior across loan applications, new accounts, and customer service emails to respond quickly to potential threats.

Automated proposal generation

Assist in drafting funding proposals and grant applications, aligning submissions with financial goals and regulatory standards.

Regulatory compliance verification

Review and verify financial documents for compliance standards like the Bank Secrecy Act and Patriot Act, reducing risk in audits and regulatory checks.

Customer sentiment analysis

Extract actionable insights from customer feedback channels to refine service delivery and improve client satisfaction.

Wealth management reporting

Generate comprehensive, client-focused reports on portfolio performance and market trends, enhancing wealth management communications.

Risk management insights

Enable rapid risk assessment across financial workflows by identifying recurring risk patterns in transactions and operational processes.

Insight extraction

Aggregate and compile data from 10-Ks, credit reports, and other financial documents, providing a clear view of trends and risk factors.

Customer chat assistant

Build conversational AI assistants that provide personalized support to clients based on a diverse range of data sources.

Product recommendations

Provide specific, accurate financial product recommendations based on the most up-to-date information and individual customer needs.

Case Study: How OneValley used conversational AI to enhance user experience and grow revenue

“With Seekr, we found a partner who could help us unlock real value from AI while ensuring trust and accuracy. Over 6 in 10 users felt confident enough to make a purchase decision after interacting with Haystack, our custom shopping chatbot. The product also created a new line of affiliate revenue for our business.”

Alec Wright, CPO at One Valley
Alec Wright CPO at OneValley
Woman on tablet

With Seekr, your data remains private and secure

With Seekr, your data is protected at all times. We never use it to train models other than your own and give you complete control to install our platform wherever your data is stored—be it a commercial cloud, private cloud, or on-premises infrastructure.

Start building trusted finance applications

Contact Sales