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Forecasting AI agents for financial services

Elevate your financial strategies with AI automation, driving precision and efficiency in your forecasting process.

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Trusted by over 100,000 high-performing companies

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Transform how you analyze financial market trends

Forecasting AI agents are designed specifically for professionals in the financial services industry, such as analysts and portfolio managers. By automating repetitive and mundane tasks like data analysis and risk assessments, these AI agents enable human professionals to concentrate on strategic, high-value activities, enhancing decision-making and efficiency in complex financial environments.

Get your AI Agent

1

Engage with your AI agent

Interact with your AI agent to define objectives and clarify your specific financial forecasting needs.

2

AI agent analyzes data and risks

The AI agent conducts data analysis and risk assessments, allowing you to focus on high-priority tasks.

3

Review and validate AI insights

Review AI-generated insights, make informed decisions, and ensure accuracy to enhance your financial strategies.

AI agents ready for accurate financial forecasting

Accurately predict market trends and optimize investment strategies for financial professionals.

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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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