Financial Services

Synthesizing insights with the help of AI

Harness the power of semantic search to wade through tonnes of unstructured documentation, KYC requirements, discussions, and financial data to make better decisions. Let AI take care of legwork and synthesizing insights, while your team is focused on strategic tasks.
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Clio AI is trained on your business data to answer both qualitative and quantitative questions.
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Semantically Search across all your documents, business apps, discussions to locate what you need instantly.

Drive growth with fast and robust decisions quickly

Clio AI's semantic search supplies context from all over the company helping users take decisions quickly, automate time taking tasks, and help teams focus on key responsibility areas while AI takes care of the rest.

Instant Access to Data and Documents

Access financial reports, client data, and regulatory documents instantly, eliminating time wasted on manual searches and ensuring up-to-date information

Enhanced Context Flow and Communication

Foster collaboration across teams by easily sharing information, insights, and documents, enabling seamless communication and improving project efficiency

Compliance Made Easy

Simplify compliance processes by leveraging Clio AI's powerful search capabilities to quickly locate relevant regulations, policies, and legal requirements, ensuring adherence and mitigating risk.
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"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

1More details here
AI powered search and summarization can boost employee satisfaction by > 40%.
39%
Increase in work completion
25%
Increase in result relevancy

Find the correct signals amongst all the noise

With Clio AI, search and retrieve the relevant context hidden in documents, images, reports, and other files for any task instantly. Save cognitive load, enhance productivity, and quickly find signals among all the data that is generated.
Data Scientists
Compliance Managers
Risk Managers

Data Scientists

Leverage Clio AI's built in pipelines to access vast amount of financial data and run your own models on them. Accelerate model tuning, identify specific trends, and uncover valuable insights. With semantic search, get more context around use cases and product performance to further finetune the models
AI decide which data is important

Compliance Managers

Simplify compliance management by utilizing Clio AI's comprehensive search across regulatory frameworks, policies, and industry guidelines. Enable compliance managers to efficiently navigate complex regulatory landscapes, automate compliance checks, and ensure adherence, reducing risk and maintaining trust.
Use custom models fit

Risk Managers

Mitigate risks effectively by leveraging Clio AI to access vast amounts of data, perform advanced risk assessments, and identify potential threats, empowering risk analysts to make informed decisions and protect the organization's financial stability.
Access output everywhere

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
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"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
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"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
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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.
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All integrations

Private, Secure and Compliant by design

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
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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
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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.

Simple Out-of-the-box solution

Provide true intelligent search to your employees. Anyone can find anything they need to complete their task, by just asking for it.
Like Every employee has an EA.

Grounded in your company and your people

Get direct answers, summaries, and citations, all personalized for who is asking the question, and from your company's knowledge. In 1/10 of the time. And no hallucinations.

Turnkey enterprise grade offering

A plug and play solution that enables enterprises to meet scaling and life-cycle management requirements easily and cost effective manner.

Spend time thinking not searching. Get a demo today.

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