Financial Services

Transform Financial Services With AI That Delivers

Accelerate decision-making, enhance client experiences, and drive competitive advantage with secure, enterprise-grade AI.

Enterprise-ready for finance organizations

No-Code AI for Everyone

Empower traders, analysts, and relationship managers to build AI workflows without technical expertise or IT dependencies. Build to the complexity you need, giving every employee an onramp to getting better at AI.

Seamless Integration

Connect all your financial data sources to deliver contextual, accurate outputs. Bring AI to your work immediately.

Security You Can Trust

Built for financial services' strictest requirements with SOC 2 compliance, automatic PII filtering, and comprehensive audit trails for regulatory oversight.

Real results: enterprise AI transformation at scale

Leading organizations across industries are achieving remarkable results with elvex. Embark Consulting's transformation demonstrates what's possible when AI adoption is done right.

Embark successfully integrated AI across their entire organization, achieving measurable results that translate across industries:

  • 72% employee adoption across all departments
  • 30% efficiency increase in routine tasks
  • 60% reduction in research and preparation time
  • 500+ AI applications built by employees themselves
“Once we started loading our data into elvex, it instantly provided value in helping us sort through huge data sets quickly.”
elvex AI assistant for company policy knowledge
elvex AI assistant for generating board reports
elvex AI assistant for OKRs
elvex AI assistant for CSM
elvex AI assistant for account research
elvex AI assistant for analyzing documents
elvex AI assistant for user feedback
elvex AI assistant for SEO
elvex AI assistant for analyzing employee experience
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elvex AI assistant for CRM updates

Financial Services AI applications that drive results

Consistently utilize the most up-to-date company information to brainstorm ideas, summarize documents, and create deliverables.

Platform features that drive enterprise succes

elvex delivers the capabilities financial services organizations need to compete effectively while maintaining the highest standards of security and regulatory compliance.

Key Platform Capabilities:

Multi-model AI access - Switch between ChatGPT, Claude, Gemini, and more

Enterprise data integration - Connect your CMS, analytics, and business systems

Advanced workflow automation - Build multi-step processes for complex tasks

Team collaboration tools - Share assistants and insights across departments

Comprehensive analytics - Track usage, performance, and ROI across your organization

Seamless integration with the tools you love

Connect your favorite tools and services to enhance your experience.

Ready to transform your financial operations?

Join leading financial services organizations using elvex to accelerate decision-making, enhance client experiences, and drive competitive advantage .

Get started in minutes, not months
No technical setup required  •  Enterprise security from day one  •  Immediate access to pre-built assistants
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