In-cloud agentic AIFinancial Personalization Engine

BEAM turns data silos into agentic VIP service for every client, scaling FI revenue, loyalty and efficiency. Runs inside FIs under their guardrails.
Live in under 3 months at a fraction of internal build.

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Market context

Problem

Big Tech is standardizing AI Financial Personalization - a $1T+ market share shift. Every client now expects VIP treatment cross all FI products, channels, and workflows.

By delivering the right action, advice, or offer at the right time, FIs secure lifelong loyalty and relevance.

Buying out-of-the-box lacks differentiation. Building costs too much and takes too long.

Solution

BEAM is an agentic AI Financial Personalization Engine embedded in your FI. Running in your cloud, it turns your siloed data into AI-grade, real-time context that powers agents for product matching, staff assistance, and lifecycle servicing.

This delivers VIP service for every client while your data stays under your control, scaling your revenue, loyalty, and efficiency.

Launch fast. Scale firm-wide

Go: immediate productivity and personalization · Forge: your FI-owned agents · Command: cross-FI agents that take action as trust grows

Silver tier
BEAM Go
BEAM Engine with starter agents
Immediate productivity and personalization
Client profiling or transactional personalization use cases
No discovery; live in 30 days
Go → Forgein 30 days
Gold tier
BEAM Forge
+ Your FI-owned agents
+ Differentiated productivity and personalization
+ Agentic personalization workflows tailored to your business
30-day discovery; live in under 3 months
Forge → Commandin 60 days
Black tier
BEAM Command
+ Your agents work across your FI
+ Comprehensive cross-FI productivity and personalization
+ Agents take personalized action as trust grows
30-day discovery; live in under 6 months

How BEAM works in your cloud

FIs connect siloed client data to BEAM, making it AI-grade
1

FIs connect siloed client data to BEAM, making it AI-grade

  • Fragmented data becomes interconnected and queryable
  • Data becomes real-time and hygienic for agentic AI personalization
  • See and address your data gaps to continually make more AI-grade data
Benefits:
No data leaves your wallsWithin your compliance guardrailsNew value from differentiating data
AI-grade data fuels AI agents that create business value
2

AI-grade data fuels AI agents that create business value

  • Predict undesirable financial outcomes
  • Auto-segment clients for new products
  • Direct advisor attention where needed
  • Automate outreach to clients / partners
  • Automate and predict upsell
  • Automate compliance and risk management
Benefits:
Cut cost-to-incomeLower CACLift revenue per FTE
FI services are personalized in real-time to each client
3

FI services are personalized in real-time to each client

  • One engine for all touchpoints: client and staff apps/tools, branch, phone, partners
  • Real-time VIP service for every client
  • Staff meet all client needs, can take on more clients and deliver better service
  • Client context travels across channels, systems and business lines
Benefits:
Better outcomes for clients and staffScale revenue, loyalty and efficiencyStreamline CXSecure relevance

Only BEAM: agentic AI personalization within FIs' guardrails

BEAM runs inside your cloud and inherits your controls and guardrails

In your cloud
  • Deployed to your tenant/VPC; no data leaves your environment
Integration
  • API-first, integrates with your existing staff tools and client channels
Full Control
  • Inherits your controls.
  • Agentic action only as trust grows

Benefits

Measured lifts in production; compounding gains as agents expand

30%+
upsell
3×
advisor productivity
25%+
efficiency

Get instant benefit with BEAM Go starter agents

Client profiler starter agent

Rapidly understand every client with a queryable record from your FI's CRM:

  • Flags gaps and opportunities so teams act on what matters now
  • Prioritizes staff work by surfacing next best actions, and routing opportunities/risks
Benefits
  • $120K annual value per $100M AUM/deposits
  • $2.4M annual value at $2BN AUM/deposits
Client profiler starter agent diagram

Transactions intelligence starter agent

Rapidly turn transactions into new insights for client segments, product growth and risk control:

  • Automatically enriches transactions into behavioral client signals and cohorts
  • Product and marketing teams pinpoint top opportunities and risks
Benefits
  • $100K annual value per $100M AUM/deposits
  • $2M annual value at $2BN AUM/deposits
Transactions intelligence starter agent diagram

Why BEAM vs. alternatives

BEAM is your best path to a scalable AI personalization edge

Vendor point solutions
  • Narrow use cases; no lasting advantage; anyone can buy
  • Don’t scale into a coherent, firm‑wide agentic personalization
  • Data often leaves your FI
Build in-house
  • Slow and costly: 24-36 months and $40M+
  • High execution risk as opportunity cost mounts
  • Hard to keep pace with AI advances
BEAM
  • Live in under 3 months and maximizes ROI on existing AI compute
  • Software, not SaaS - your agents become your edge
  • A fraction of the cost of internal or consultancy builds

Team

Proven thought leaders in financial data and AI realizing hundreds of millions in business value

Ready to start?

  • Starter agents live in 1 month
  • FI-owned agents within 3 months
  • A fraction of the cost of internal or consultancy builds

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