FINANCIAL SERVICES

Navigate mountains of financial data

Vectara helps financial services carve efficient routes through complex data terrain for actionable insights and smarter decision-making.

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GenAI turns market research into market answers

Explore and interact with financial data through a natural conversational interface trained on your data. Make research and discovery as simple as asking the questions you’d like answers for.

Features

Keep your data under your control

Rest easy knowing Vectara never trains on your data and implements policy and across controls that are immune from prompt attacks.

Your financial data is sensitive at least and heavily regulated at best. Organizations with sensitive and highly regulated data can use Vectara’s LLMs without fear of leaking IP.

Enterprise policy and access controls ensure users can only gain access to the data they are supposed to see.

Universal truth via RAG

Balance general knowledge and financial services specialization with broadly experienced models grounded in your data.

General AI services are great for answering broad questions about general knowledge but often fall flat on niche and specialized topics. Many fine-tuned models lose context, overindexing on domain-specific knowledge.

Retrieval Augmented Generation (RAG) gives you the best of both worlds: domain understanding and specialized answers grounded in your data — which also greatly reduces the impact of hallucinations.

Find the right answers across languages

Count on relevant responses across multiple languages.

Vectara breaks down every word into the meaningspace instead of depending on keywords, uncovering synonyms within languages, removing the pressure to find exact keyword matches to retrieve the right information.

Better yet, it enables translation across languages. Users can retrieve relevant information from any language in any language.

Use Cases

Innovation

Analyze market trends and patterns to stay competitive

Administration

Quickly summarize policies, documents, and other unstructured forms of content

Customer service

Enable analysts and managers to quickly find and synthesize answers from a large internal knowledge base

Threat mitigation

Incorporate a wider set of data into risk and fraud detection

Working with Vectara and our industry partners, we’re able to see the exciting real-world examples of GenAI transformation in financial services.

Stuart Frith – Founder, MyWealth.ai

Success story

Investair

Investair uses Vectara to generate real-time content feeds with tone and language adjustments for four personas. Since the model learns as users engage with the platform, content improves over time.

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