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Market research AI agents for financial services

Elevate your financial insights with AI automation, driving informed decisions and optimizing market research efficiency.

Get your AI agent

Trusted by over 100,000 high-performing companies

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Transform how you analyze market trends with Glide's AI Agent

Our market research AI agents assist professionals in finance—such as analysts, advisors, and portfolio managers—by automating data collection and analysis. By handling repetitive tasks, these agents enable your team to concentrate on strategic, high-value activities, ensuring better decision-making while enhancing productivity. The AI agents complement human expertise, allowing your team to work more effectively.

Get your AI Agent

1

Engage with your AI agent

Interact with your AI agent to define your research priorities and data requirements for optimal analysis.

2

AI agent collects and analyzes data

The AI agent automates data collection and analysis, allowing your team to focus on strategic priorities.

3

Review and validate AI insights

Evaluate AI-generated insights to make informed decisions and enhance your financial strategies.

AI agents ready for insights that drive success

Harness AI insights to optimize market research for the financial services landscape.

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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