Onboarding AI agents for financial services
Elevate your onboarding experience with AI automation, reducing time and complexity while elevating client satisfaction in financial services.
Get your AI agentTrusted by over 100,000 high-performing companies
Transform how you onboard clients with Glide's AI Agent
Onboarding AI agents are designed specifically for professionals in the financial services industry, such as wealth managers and compliance officers. By handling repetitive and mundane tasks like data entry and account verification, these AI agents enable human professionals to concentrate on critical, high-value activities, enhancing efficiency and productivity while ensuring personalized client engagement.
Get your AI Agent1
Initiate your personalized AI assistant
Begin by sharing your specific needs with your onboarding AI assistant for tailored support.
2
AI agent handles repetitive tasks
Your AI agent automates data entry and account verification, allowing you to focus on high-value tasks.
3
Validate outputs for informed decisions
Review and approve AI-generated outputs to make informed decisions that enhance client engagement and operational efficiency.
AI agents ready for personalized onboarding experiences
Efficiently onboard AI agents to optimize processes in financial services.
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.
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