Accelerate workflows and support for financial services enterprise-wide — across all teams and business applications — to streamline operations, ensure compliance, and drive results.
AI for Financial Services
Agentic AI that modernizes financial services — securely
Explore how leaders in the financial services industry have transformed their businesses with Moveworks
AI that understands and personalizes financial services
AI for Retail Banking
Enhance employee experience and increase operational efficiency. Automate repetitive internal queries from tellers and branch managers about policies, procedures, benefits, and more. Deliver faster service, increase employee satisfaction, and create a more effective frontline workforce.
AI for Insurance
Facilitate agent productivity and process claims faster. Answer agent questions instantly about complex policy details, client information, or underwriting guidelines. Reduce the burden on back-office teams, accelerating the entire claims lifecycle and enriching the overall agent and customer experience.
AI for Wealth Management
Create more personalized financial plans and build better client relationships. Retrieve client portfolio data, market research, or compliance information and recommend investment strategies. Analyze vast amounts of data and predict market trends quickly.
How agentic AI Uplevels FINANCIAL SERVICES
AI that powers productivity, streamlines operations, and reduces risk for financial services
Boost productivity for every financial services employee
Give your employees instant answers and automated resolutions to their financial questions. Summarize documents like policy manuals or technical specifications. Leverage agentic AI to eliminate delays, freeing employees to focus on high-value work that drives the most financial impact for clients.
Streamline workflows for all your teams
Transform your support-service model with autonomous resolution and self-service for all your teams. By easily automating password resets, software access, and policy lookups, Moveworks uplevels operational efficiency, lowers support costs, and helps your entire organization run more smoothly.
Reduce risk and ensure financial compliance
Protect sensitive financial data while ensuring audit readiness. Moveworks ensures secure data access, provides instant, auditable answers to policy questions, and automates compliance workflows. By embedding compliance into daily operations, enterprises like yours reduce risk, maintain regulatory integrity, and protect sensitive client information.
AI security, data privacy, and industry compliance that goes above and beyond
The enterprise AI Assistant platform that empowers financial institutions
When you combine the power of AI Assistant, Enterprise Search, and Agent Studio, you unlock the full potential of your entire enterprise.
AI Assistant
Enterprise Search
Agent Studio
AI Assistant
Provide a single, conversational interface that empowers employees across IT, HR, Finance, and business applications. Bankers, advisors, and analysts get instant help with account access, compliance queries, or system issues. Automate routine tasks and ensure teams stay focused on serving your financial clients both more securely and more efficiently.
Agent Studio
Allow developers to create and deploy customized AI agents that automate complex business processes across the enterprise. For financial services, this means building specialized AI agents that manage tasks from client onboarding to regulatory reporting. Integrate with systems like SAP, Workday, and ServiceNow to streamline operations, reduce risk, and ensure compliance.
Put trusted, intelligent AI agents to work
The AI Assistant easily integrates with mission-critical enterprise tools like SAP, ServiceNow, Workday, Oracle, and Jira, providing a unified experience across systems, substantially reducing app toggling and workflow disruption.
