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Skill assessment AI agents for financial services

Elevate your team's potential with AI automation, driving precision and excellence in financial services talent assessment.

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Trusted by over 100,000 high-performing companies

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Transform how you evaluate skills and competencies

Our skill assessment AI agents analyze the competencies of professionals in roles such as financial analysts, auditors, and compliance officers, efficiently handling routine tasks like data processing and report generation. This allows human professionals to concentrate on strategic, high-value activities, enhancing productivity while ensuring that AI manages the repetitive aspects of financial services operations.

Get your AI Agent

1

Engage with your skill assessment AI

Begin by sharing your role and specific tasks with your skill assessment AI agent.

2

AI agent analyzes your competencies

The AI agent processes data and generates reports, allowing you to focus on strategic financial decisions.

3

Review and validate AI-generated insights

Review AI-generated insights to ensure accuracy and relevance before implementing them in your financial strategies.

AI agents ready for personalized skill assessment

Optimize skill assessments for finance professionals—enhance performance and drive career growth.

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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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