Overview

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The AI operating system for finance

Gradient’s Finance Reasoning Platform unlocks new AI capabilities for financial services by using AI to automate complex reasoning tasks.

The Gradient Finance Reasoning Platform powers your most complex finance tasks

1. Integration

Easily pull in your institutional knowledge and context into Gradient without hassle. No data prep needed.

2. Reasoning

AI combines your knowledge with finance expertise to quickly learn how to execute financial processes.

3. Automation

When your data is ready, Gradient will ensure that your data can be easily integrated back into your downstream applications.

The Gradient Finance Reasoning Platform powers your most complex finance tasks

1. Integration

Easily pull in your institutional knowledge and context into Gradient without hassle. No data prep needed.

2. Reasoning

AI combines your knowledge with finance expertise to quickly learn how to execute financial processes.

3. Automation

When your data is ready, Gradient will ensure that your data can be easily integrated back into your downstream applications.

The Gradient Finance Reasoning Platform powers your most complex finance tasks

1. Integration

Easily pull in your institutional knowledge and context into Gradient without hassle. No data prep needed.

2. Reasoning

AI combines your knowledge with finance expertise to quickly learn how to execute financial processes.

3. Automation

When your data is ready, Gradient will ensure that your data can be easily integrated back into your downstream applications.

Automate your processes in 3 easy steps

Step 01

Integration

Easily integrate your expert knowledge without any pre-processing required.

Consolidates data from infinite sources without preprocessing

Handles both structured and unstructured data seamlessly

Provides quick access to organized information for further analysis

Step 02

Reasoning

AI combines your knowledge with finance expertise to quickly learn how to execute financial processes.

Incorporates your institutional knowledge and finance expertise

Applies multi-step logic and reasoning to automate complex tasks

Analyzes large datasets to uncover valuable insights

Step 03

Continuous improvement

After deployment, Gradient provides comprehensive monitoring to ensure your AI systems are operating at their highest potential.

Tracks accuracy over time to ensure long-term success

Integrates directly into existing software and tools

Maintains the highest level of privacy and compliance from start to finish (e.g. SOC 2 Type 2, GDPR)

objective

Increase Customer Growth by 10%

objective

Increase Customer Growth by 10%

objective

Increase Customer Growth by 10%

DATA

DATA

DATA

Customer database

Customer database

Customer database

Marketing CRM

Marketing CRM

Marketing CRM

Files

Files

Files

new-customers-q3.pdf

new-customers-q3.pdf

new-customers-q3.pdf

August Campaigns

August Campaigns

August Campaigns

Quarterly Planning

Quarterly Planning

Quarterly Planning

newsletter-signups.csv

newsletter-signups.csv

newsletter-signups.csv

Step 01

Seamless integration

Gradient integrates into all of your existing data sources to pull in your institutional knowledge. No data preparation needed.

Consolidates data from multiple sources into a structured format

Handles both structured and unstructured data seamlessly

Provides quick access to organized information for further analysis

Step 01

Seamless integration

Gradient integrates into all of your existing data sources to pull in your institutional knowledge. No data preparation needed.

Consolidates data from multiple sources into a structured format

Handles both structured and unstructured data seamlessly

Provides quick access to organized information for further analysis

Step 01

Seamless integration

Gradient integrates into all of your existing data sources to pull in your institutional knowledge. No data preparation needed.

Consolidates data from multiple sources into a structured format

Handles both structured and unstructured data seamlessly

Provides quick access to organized information for further analysis

Step 02

Transformation

The Gradient platform combines your institutional knowledge with intelligent transformation to power critical workflows at the highest accuracy.

Incorporates human feedback to align the AI system to your team's needs

Applies multi-step logic and reasoning to automate complex tasks

AI automatically re-shapes, modifies, combines, and reconciles your data

Step 02

Transformation

The Gradient platform combines your institutional knowledge with intelligent transformation to power critical workflows at the highest accuracy.

Incorporates human feedback to align the AI system to your team's needs

Applies multi-step logic and reasoning to automate complex tasks

AI automatically re-shapes, modifies, combines, and reconciles your data

Step 02

Transformation

The Gradient platform combines your institutional knowledge with intelligent transformation to power critical workflows at the highest accuracy.

Incorporates human feedback to align the AI system to your team's needs

Applies multi-step logic and reasoning to automate complex tasks

AI automatically re-shapes, modifies, combines, and reconciles your data

Report will be generated daily

Report will be generated daily

Report will be generated daily

Step 03

Continuous improvement

After deployment, Gradient provides comprehensive monitoring to ensure your AI systems are operating at their highest potential.

Tracks accuracy over time to ensure long-term success

Integrates directly into existing software and tools

Maintains the highest level of privacy and compliance from start to finish

Step 03

Continuous improvement

After deployment, Gradient provides comprehensive monitoring to ensure your AI systems are operating at their highest potential.

Tracks accuracy over time to ensure long-term success

Integrates directly into existing software and tools

Maintains the highest level of privacy and compliance from start to finish

Step 03

Continuous improvement

After deployment, Gradient provides comprehensive monitoring to ensure your AI systems are operating at their highest potential.

Tracks accuracy over time to ensure long-term success

Integrates directly into existing software and tools

Maintains the highest level of privacy and compliance from start to finish

10x

Faster in End-to-End Deployment

40%

Lower operational costs

70%+

Reduction in Hours on Manual Data Tasks

10x

Faster in End-to-End Deployment

40%

Lower operational costs

70%+

Reduction in Hours on Manual Data Tasks

10x

Faster in End-to-End Deployment

40%

Lower operational costs

70%+

Reduction in Hours on Manual Data Tasks

Powering the financial services stack

Asset Managers

Banks

Investors

Insurance

Asset Managers

Achieve more with less by empowering asset managers with the ability to enhance regulatory compliance and reporting, client insights and personalization and much more.

Asset managers

Regulatory Compliance & Reporting

Automate regulatory workflows to streamline compliance, reduce risk, and ensure efficient, audit-ready processes for asset managers.

Asset managers

Client Insights & Personalization

Elevate personalization by automating client analysis, streamlining operations, and tailoring investment opportunities to individual needs.

Banks

Easily process sensitive customer data and manage regulatory processes, audit transactions, and provide better customer support.

Banks

Regulatory Compliance & Audits

Automate compliance and audits with real-time anomaly detection and streamlined regulatory reporting.

Banks

Fraud Detection & Prevention

Strengthen fraud detection with automated analysis, cross-referenced investigations, and enhanced payment system security.

Investors

Generate proprietary alpha by leveraging AI to process investment documents, SEC filings, and macroeconomic data in a fraction of the time it typically takes.

Investors

Generating Alpha

Streamline process to generate proprietary alpha by leveraging AI to process investment documents, SEC filings, and macroeconomic data.

Investors

Forecasting & Analysis

Improve your prediction models that support investment needs and automate process to create investment memos.

Insurance

Improve risk modeling by taking into account vast unstructured data previously inaccessible to your risk models, provide a better customer experience, and monitor fraud and abuse through automated audits.

Insurance

Risk Management

Refine risk assessment and personalize policies by analyzing unstructured data and predicting risk factors in real time.

Insurance

Claims Processing

Streamline claims by analyzing unstructured data and enabling faster settlements with intelligent workflows.

Custom services

Take a look at a few examples of how healthcare organizations are leveraging Gradient's platform today to help augment their tasks.

Custom services

Lorem ipsum

Automate process for participant pre-screening used for clinical trials.

Custom services

Lorem ipsum

Automatically generate post-visit summaries and notes.

Powering the financial services stack

Asset Managers

Banks

Investors

Insurance

Asset Managers

Achieve more with less by empowering asset managers with the ability to enhance regulatory compliance and reporting, client insights and personalization and much more.

Asset managers

Regulatory Compliance & Reporting

Automate regulatory workflows to streamline compliance, reduce risk, and ensure efficient, audit-ready processes for asset managers.

Asset managers

Client Insights & Personalization

Elevate personalization by automating client analysis, streamlining operations, and tailoring investment opportunities to individual needs.

Banks

Easily process sensitive customer data and manage regulatory processes, audit transactions, and provide better customer support.

Banks

Regulatory Compliance & Audits

Automate compliance and audits with real-time anomaly detection and streamlined regulatory reporting.

Banks

Fraud Detection & Prevention

Strengthen fraud detection with automated analysis, cross-referenced investigations, and enhanced payment system security.

Investors

Generate proprietary alpha by leveraging AI to process investment documents, SEC filings, and macroeconomic data in a fraction of the time it typically takes.

Investors

Generating Alpha

Streamline process to generate proprietary alpha by leveraging AI to process investment documents, SEC filings, and macroeconomic data.

Investors

Forecasting & Analysis

Improve your prediction models that support investment needs and automate process to create investment memos.

Insurance

Improve risk modeling by taking into account vast unstructured data previously inaccessible to your risk models, provide a better customer experience, and monitor fraud and abuse through automated audits.

Insurance

Risk Management

Refine risk assessment and personalize policies by analyzing unstructured data and predicting risk factors in real time.

Insurance

Claims Processing

Streamline claims by analyzing unstructured data and enabling faster settlements with intelligent workflows.

Custom services

Take a look at a few examples of how healthcare organizations are leveraging Gradient's platform today to help augment their tasks.

Custom services

Lorem ipsum

Automate process for participant pre-screening used for clinical trials.

Custom services

Lorem ipsum

Automatically generate post-visit summaries and notes.

Powering the financial services stack

Explore all Industries

Asset Managers

Banks

Investors

Insurance

Asset Managers

Achieve more with less by empowering asset managers with the ability to enhance regulatory compliance and reporting, client insights and personalization and much more.

Asset managers

Regulatory Compliance & Reporting

Automate regulatory workflows to streamline compliance, reduce risk, and ensure efficient, audit-ready processes for asset managers.

Asset managers

Client Insights & Personalization

Elevate personalization by automating client analysis, streamlining operations, and tailoring investment opportunities to individual needs.

Banks

Easily process sensitive customer data and manage regulatory processes, audit transactions, and provide better customer support.

Banks

Regulatory Compliance & Audits

Automate compliance and audits with real-time anomaly detection and streamlined regulatory reporting.

Banks

Fraud Detection & Prevention

Strengthen fraud detection with automated analysis, cross-referenced investigations, and enhanced payment system security.

Investors

Generate proprietary alpha by leveraging AI to process investment documents, SEC filings, and macroeconomic data in a fraction of the time it typically takes.

Investors

Generating Alpha

Streamline process to generate proprietary alpha by leveraging AI to process investment documents, SEC filings, and macroeconomic data.

Investors

Forecasting & Analysis

Improve your prediction models that support investment needs and automate process to create investment memos.

Insurance

Improve risk modeling by taking into account vast unstructured data previously inaccessible to your risk models, provide a better customer experience, and monitor fraud and abuse through automated audits.

Insurance

Risk Management

Refine risk assessment and personalize policies by analyzing unstructured data and predicting risk factors in real time.

Insurance

Claims Processing

Streamline claims by analyzing unstructured data and enabling faster settlements with intelligent workflows.

Custom services

Take a look at a few examples of how healthcare organizations are leveraging Gradient's platform today to help augment their tasks.

Custom services

Lorem ipsum

Automate process for participant pre-screening used for clinical trials.

Custom services

Lorem ipsum

Automatically generate post-visit summaries and notes.

Get started with the most powerful finance AI today

Get started

Get started with the most powerful finance AI today

Get started

Get started with the most powerful finance AI today

Get started

© 2024 Gradient. All rights reserved.

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© 2024 Gradient. All rights reserved.

© 2024 Gradient. All rights reserved.