Access multiple opinions on clauses and rules with semantic search, recent judgements and interpretations, and new changes to the rulebook instantly with Clio AI
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Clio AI is trained on your business data to answer both qualitative and quantitative questions. Semantically Search across all your documents, business apps, discussions to locate what you need instantly.
Different Interpretations, recent changes, all accessible instantly with citations
Stay up to date on ever changing world of audit and compliance. Clio makes sure to surface the right content related to any clause or query supplying you with recent interpretations, rule changes, judgements, all when you need it and in the format you need it.
Rapid Information Retrieval
With Clio AI, auditors and compliance teams can swiftly retrieve documents, regulations, interpretations, and historical data from diverse sources, enabling them to focus on analysis and decision-making.
Enhanced Data Analysis
Clio AI's advanced search capabilities and data analytics tools enable auditors to identify trends, anomalies, and potential risks, providing valuable insights for informed decision-making.
Streamlined Compliance Management
Clio AI offers centralized compliance repositories, automated tracking of regulatory updates, and intuitive collaboration features, ensuring adherence to standards and mitigating compliance risks.
"With semantic search, BCG employees were able to retrieve and summarize information that was previously buried in long lists of multi-page documents" - Boston Consulting Group1
AI powered search and summarization can boost employee satisfaction by > 40%.
39%
Increase in work completion
25%
Increase in result relevancy
Excel with AI and Workplace search
With Clio AI, automate workflows like revenue reconciliation, internal audit, accounts check etc. thus spending time on strategic tasks like mitigating compliance risks, doing the regulatory tasks and so on.
Proactively manage risks and make informed decisions. Clio AI equips risk managers with comprehensive risk frameworks, real-time risk monitoring tools, and access to historical risk data, enabling effective risk mitigation strategies and safeguarding organizational assets.
Compliance Officers
Clio AI enables compliance officers to access up-to-date regulatory guidelines, perform risk assessments, and monitor compliance activities, ensuring adherence and minimizing compliance violations.
Internal Auditors
Streamline audit processes and improve efficiency. Clio AI provides internal auditors with instant access to policies, procedures, and previous audit reports, facilitating thorough reviews and identifying areas for improvement.
Morgan Stanley on AI Powered Search
Morgan Stanley Wealth Management deployed their own model harnessing the knowledge and insights, housed across many internal sites, mainly in PDF format. They used GPT4 and OpenAI to do it. Some select quotes from the story. Full article here
“You essentially have the knowledge of the most knowledgeable person in Wealth Management—instantly. Think of it as having our Chief Investment Strategist, Chief Global Economist, Global Equities Strategist, and every other analyst around the globe on call for every advisor, every day. We believe that is a transformative capability for our company.”
Jeff McMillan, Head of Analytics, Data & Innovation Morgan Stanley Wealth Management
"Key to ensuring good client service is our ability to invest at scale in technology. (OpenAI) is empowering Morgan Stanley with the marriage of human advice and technology—something to which we are completely committed. This endeavor has been particularly rewarding. The buy-in and engagement across the organization has been impressive."
Jeff McMillan, Head of Analytics, Data & Innovation Morgan Stanley Wealth Management
"Today, more than 200 employees are querying the system on a daily basis and providing feedback. The focus will always be on getting advisors the insight they need, in the format they need, instantly. The effort will also further enrich the relationship between Morgan Stanley advisors and their clients by enabling them to assist more people more quickly."
Jeff McMillan Morgan Stanley Wealth Management
Workplace Search that actually works
Supercharge your company's productivity by harnessing the massive reservoir of untapped data and insights.
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Works with your most used tools
Connect your tools, connect your teams. With over 300 apps already available in our directory, your team’s favourite tools are just a click away.
Clio AI is built on foundations of keeping you company data private, secure, and compliant from day one. Built by an experienced team, we understand the constraints and enforce them rigorously
Private Cloud Deployment
We can deploy models on your premises or your private cloud directly. That is, not even a single byte of data is shared with a third party.
Encrypted Models
All the models we deploy and APIs we expose are SHA256 encrypted (like WhatsApp/Signal) making any back and forth of data as secure as possible
SSO + Admin Controls
Authenticating with your company Sign on gives rigorous controls on who can access what data.
Indexing Controls
Clio can build individual or team specific knowledge graphs. You control what data is indexed and available for which team. Right out of the box.
Why Clio AI?
Unlock the most obvious-yet-hidden-in-plain-sight growth hack - enable your employees to work on important things, and reduce their cognitive load and time to resolve blockers.
Fast, efficient, and in-context information to make every employee a super performer.
