Feedback collection AI agents for financial services
Automate gathering insights to optimize client experiences and drive informed decisions in your financial services practice.
Get your AI agentTrusted by over 100,000 high-performing companies
Transform how you gather client insights with Glide's AI Agent
Our feedback collection AI agents cater specifically to roles in the financial services sector, such as analysts and compliance officers, by efficiently gathering and analyzing client feedback. This automation of repetitive tasks allows professionals to concentrate on critical decision-making and relationship-building, ensuring that human expertise remains at the forefront while the AI handles mundane processes.
Get your AI Agent1
Engage with your AI agent
Initiate a conversation with your AI agent to define your feedback collection needs.
2
AI agent gathers client feedback
The AI agent automatically collects and analyzes client feedback, freeing you to focus on strategic decisions.
3
Validate insights with human expertise
Review and approve AI-generated insights to enhance decision-making and strengthen client relationships.
AI agents ready for gathering actionable insights
Collect and analyze client feedback for financial services with precision and ease.
Get your AI Agent
Meet the companies using high-
performing AI agents
See why they chose Glide
Innovative Logistics Group
Innovative Logistics generated $1 million in sales with an AI logistics agent
Read their story
Innovative Logistics Group
Innovative Logistics generated $1 million in sales with an AI logistics agent
Read their storyHow 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.
From the blog
What are AI agents?
Explore how you can deploy Glide’s AI agents to make your teams faster and more productive.
Read more
Custom AI Agents for
Glide is rated 4.7/5 stars on 600+ G2 reviews.
See what they're saying
