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Marketing attribution AI agents for finance

Maximize your marketing ROI with AI automation tailored for finance professionals, ensuring precise insights and optimized decision-making.

Get your AI agent

Trusted by over 100,000 high-performing companies

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Transform how you analyze marketing performance with Glide's AI Agent

Our marketing attribution AI agents are designed specifically for finance professionals, analyzing client interactions and campaign effectiveness to provide actionable insights. By handling repetitive tasks such as data collection and reporting, these agents free up analysts, marketers, and financial advisors, allowing them to concentrate on strategic decision-making and building client relationships.

Get your AI Agent

1

Engage with your AI agent

Interact with your AI agent to set your objectives and clarify your marketing goals.

2

AI agent analyzes client interactions

The AI agent automates data collection and reporting, providing you with actionable insights and saving valuable time.

3

Review and validate AI recommendations

Evaluate AI-generated insights to enhance your strategy and make informed decisions that drive results.

AI agents ready for optimizing your marketing performance

Optimize marketing investments with precision insights tailored for financial professionals today.

Get your AI Agent
Fully managed service

Meet the companies using high-
performing AI agents

See why they chose Glide
Innovative Logistics Group
Innovative Logistics Group

Innovative Logistics Group

Innovative Logistics generated $1 million in sales with an AI logistics agent

Read their story
MintLeads
MintLeads

MintLeads

MintLeads closes 3x more deals with an AI sales agent

Read their story
Build-360

Build-360

Cut time spent on customer updates by 90%

Read their story
Innovative Logistics Group
Innovative Logistics Group

Innovative Logistics Group

Innovative Logistics generated $1 million in sales with an AI logistics agent

Read their story
MintLeads
MintLeads

MintLeads

MintLeads closes 3x more deals with an AI sales agent

Read their story
Build-360

Build-360

Cut time spent on customer updates by 90%

Read their story

How to get your AI agent

Glide provisions custom AI agents for your finance business in a matter of weeks.

1

Get a free quote in days

Meet with the Glide team to discuss your standard procedures, goals, and timeline. Within days, you’ll receive a detailed quote for free.

2

We provision your AI agent in weeks

We’ll work with you to train and integrate your AI agent, incorporating your feedback and providing updates with a Glide Customer Success Manager.

3

Deploy and iterate whenever you want

We launch your fully tested AI agent, providing ongoing maintenance and support throughout your agent’s life.

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Leader Fall 2024
Leader Small Business
Leader Mid-Market
Leader EMEA
Users Love Us

Frequently asked questions

Every business needs high-
performing AI agents

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