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Employee training AI agents for financial services

Elevate your team's efficiency with AI automation tailored for the unique challenges of the financial services industry.

Get your AI agent

Trusted by over 100,000 high-performing companies

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Transform how you train and onboard employees with Glide's AI Agent

Our employee training AI agents are designed to support professionals in the financial services industry, such as financial analysts, compliance officers, and customer service representatives. By handling repetitive tasks and data management, these agents free up employees to concentrate on critical human interactions and decision-making, ultimately enhancing efficiency and productivity across the organization.

Get your AI Agent

1

Engage with your AI training partner

Collaborate with your AI agent to identify tasks and customize training support tailored to your needs.

2

AI agent manages repetitive tasks

Your AI agent manages repetitive tasks and organizes data so you can focus on important decisions.

3

Review and validate AI-generated insights

Review AI-generated insights for accuracy and relevance before implementing them in your financial services processes.

AI agents ready for enhancing employee training in financial services

Revolutionize employee training with AI agents tailored for the financial services sector.

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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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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