The AI Assistant for the Financial Industry

Making financial professionals more productive than ever

Why choose Kodex AI?
Gil Perez, CIO of Deutsche Bank
Gil Perez
CIO, Deutsche Bank
→Read: Why Deutsche Bank invests in Kodex AI
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Be more productive than ever before

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Automate manual work

Say goodbye to late nights of combing through countless reports and find what you need quickly
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Achieve faster results and stronger analyses

Instantaneously find, process, and analyze vast amounts of financial data from internal and external sources
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Reclaim time to focus on your clients

Use your precious time for more impactful work and put your clients' needs at the forefront
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Safe, compliant and secure

Built with compliance, privacy, and data security in mind to ensure that the Kodex AI model is compliant with GDPR and local regulations

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Privacy focus

Our language model is crafted to prioritize your data's security and privacy. We've integrated privacy right from the start, aligning with GDPR's core principles. With our state-of-the-art encryption and security measures, your data's integrity and confidentiality are our commitment.
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Local hosting

We also offer the option to self-host our fine-tuned language model to empower you with full governance and control. Your data remains local and thus within your infrastructure, eliminating any concerns about international data transfers that might inadvertently breach GDPR regulations.
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Central control

Our platform provides high-level administration authority over employee access and permissions through detailed audit logs, usage tracking, and in-depth analytics. Our robust controls and policies ensure your company's data, intellectual property, and personal information are always protected.

Use cases

At Kodex AI, we provide Generative AI-driven solutions to help financial professionals get the most out of their time. We ensure to add value from day one.

Client service empowered

In an industry where world-class client service is key to success, Kodex AI enables agents to always have the most relevant information at their finger tips to serve customers faster.

Smart form auto-population

Automatically populate customer questionnaires, reporting requests or request for proposals from potential customers to deliver the best work while saving time to focus on customers.

Governance automation

Put your governance on auto-pilot and let Kodex AI automatically enforce controls, search for relevant regulatory updates or support employees in finding answers relevant for compliance.

Automated document review

To be announced in Q4 2023.

Report generation

To be announced in Q4 2023.

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If you have any further questions about Kodex AI, please do not hesitate to contact us.

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