AI for
Financial Services

Drive Profitability With Precision and Confidence

Balance regulatory compliance, customer experience expectations, and profit pressures while uncovering new revenue opportunities automatically.
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Transform your

Financial Services

Business

Leaders can help their teams to:

Reduce Compliance Costs

Auto-generate reports for FCA, GDPR, and AML regulations

Optimise Investment Strategies

Analyse market data to personalise portfolio recommendations

Accelerate Loan Approvals

Automate credit checks, risk scoring, and document verification

Connected to the top tools for your

Financial Services

business

With 200+  integrations, Brim helps you create powerful workflows across your company’s tools and systems.

"By automating routine tasks and augmenting decision-making processes, AI is poised to unlock trillions in value within the financial services sector, primarily through workflow optimization and enhanced customer experiences."

World Economic Forum

How Brim Helps Your

Business'

Teams

Transform your business operations with AI agents that deliver measurable results across every department

Unified Data

Aggregate client portfolios, market data, and risk profiles into a holistic view for strategic wealth management.

Marketplace of Financial Workflows

Align recommendations with client risk tolerance and long-term financial goals.

Contextual Understanding

Align recommendations with client risk tolerance and long-term financial goals.

Multi-Modal System

Process financial data from spreadsheets, PDFs, and APIs to streamline back-office operations and client reporting.

Explore our Workflows for

Financial Services

Businesses

Access a library of workflows, customise them, and seamlessly integrate your existing software. Brim adapts to your unique processes, empowering your team to put AI to work.

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Wealth Management

Grow client assets by providing automated investment recommendations based on goals and risk tolerance.

Credit Scoring

Make better lending decisions by automatically assessing creditworthiness using multiple data points.

Financial Planning

Improve financial outcomes by automatically generating personalised financial plans based on goals.

Portfolio Management

Optimise investment returns by automatically rebalancing portfolios based on market conditions.

Fraud Detection (Financial Services)

Protect assets by automatically identifying suspicious patterns and potential fraudulent activities.

Loan Processing

Accelerate lending decisions by automating document collection, verification, and underwriting processes.

Client Insights & Reporting

Enhance client relationships by automatically generating personalised insights and performance reports.

Brand & Marketing Management

Strengthen brand presence by coordinating marketing activities and ensuring consistent messaging.

Don’t just take our word for it

Brim is trusted by leading brands with thousands of customers across a wide range of industries and locations.
Read Case Studies

Brim x Mothership: How AI transformed data operations for an e-commerce leader

Brim x FastGrowth Icons: How AI curated events to optimise founder networking

Brim x Verifymy: Scaling safety tech with AI-powered growth workflows

Unlock New Possibilities. Book Your AI Discovery Call.

Explore AI Solutions for Your Team.
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