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Employee engagement AI agents for financial services

Boost employee satisfaction and productivity with AI automation tailored for the unique challenges of financial services professionals.

Get your AI agent

Trusted by over 100,000 high-performing companies

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Transform how you engage with your team

Our employee engagement AI agents cater specifically to roles in the financial services sector, such as analysts, compliance officers, and customer service representatives. By handling redundant and mundane tasks, these AI agents allow professionals to concentrate on critical activities, enhancing productivity while ensuring that human insight and personalized service remain at the forefront of client interactions.

Get your AI Agent

1

Engage with your AI assistant

Begin by sharing your tasks and goals with your AI assistant for personalized support.

2

AI agent handles routine tasks

The AI agent manages routine tasks, freeing you to focus on essential responsibilities and client interactions.

3

Review and validate AI outcomes

Evaluate and approve AI-generated results to ensure accuracy and maintain quality in client interactions.

AI agents ready for boosting employee engagement

Drive employee satisfaction and optimize performance in financial services with AI-powered engagement solutions.

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 financial services 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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What are AI agents?

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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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