WRITER for FINANCIAL SERVICES
Grow wallet share. Scale teams. Stay compliant.
Financial services institutions choose WRITER to empower sales and marketing teams with compliant, personalized client experiences at scale.
Global financial services institutions trust WRITER
“Writer gives our teams a secure way to scale high-quality client and field content while keeping every output grounded in compliance and brand standards.”
AI AGENTS
Drive growth and productivity across the client lifecycle
Empower marketing, field, and sales to deliver personalized, compliant client experiences—from first touch to portfolio growth.
Hyper-personalized, compliant content
Meet your clients where they are with content that speaks to their needs.
Research and content strategy
Securely search 1st party and 3rd party data (PitchBook, FactSet) to generate data-driven content strategy.
Content and creative development
Develop and iterate on content and creative with AI that knows your voice, style, and institutional context.
Personalized assets at scale
Auto-generate audience- and channel-specific lifecycle and derivative content.
Translation and localization
Build in brand, legal, and regulatory compliance, instead of waiting on post-production reviews.
Event campaign automation
Execute white-glove event campaigns at scale—so your firm can focus on creating experiences that differentiate.
Event research and logistics
Search the web to generate event themes, venue research, speaker bios, lookbooks.
Localized event content creation
Scale on-brand, region-specific, and polished deliverables — landing pages, emails, handouts.
Lead capture and follow-up automation
Generate highly personalized post-event follow up based on web research, campaign and CRM data.
Event campaign analysis
Synthesize executive-ready insights from campaign data and feedback across calls, emails, Slack/Teams.
Automated compliance reviews
Apply the right compliance requirements automatically across all client-facing content. Reduce regulatory risk and compress review cycles from weeks to hours.
Prevent compliance violations
Block violations in real-time. Build guardrails in WRITER or integrate from Amazon Bedrock or Presidio to prevent sensitive data and non-compliant language during content generation.
Build in financial regulations
Keep compliance current across the organization—capture SEC, FINRA, NFA, other financial regulations, as well as firm-specific requirements, with WRITER playbooks and update as regulations evolve.
AI-guided self-serve compliance reviews
Shift compliance officers from heavy review to spot-check approval. Enable business users to run post-draft reviews that generate annotated documents with violations and suggested changes.
Field enablement & marketing
Enable field teams to create bespoke content for every client—so they can focus on relationships, not repetitive content creation.
Omnichannel asset generation
Scale personalized client touchpoint kits based on CRM data, including microsites, emails, social copy.
Built-in compliance enforcement
Apply brand and regulatory compliance across bespoke content automatically, eliminating bottlenecks.
Client research and briefings
Send personalized daily client intelligence briefs and market analysis from third party sources like FactSet and Pitchbook.
Automated meeting prep
Generate weekly dashboards with client profiles, call scripts, and suggested actions for every client interaction.
Sales acceleration & automation
Accelerate the entire sales lifecycle so teams can maximize revenue across their book of business.
Account prioritization
Unify CRM, engagement data, and firm knowledge to generate weekly dashboards with lead scores, meeting schedules, and actions.
Pre-meeting intelligence and prep
Create dynamic sales dashboards and research packages for every interaction—portfolio analysis, relationship history, and client-ready presentations.
Cross-sell and portfolio recommendations
Analyze client portfolios at scale to flag rebalancing opportunities and develop custom solutions with next best actions.
Post-meeting automation
Generate action items, follow ups, and CRM updates to increase sales productivity and compress sales cycles.
WHY WRITER
Why global financial institutions choose WRITER
Built for institutional-grade security and compliance
Navigate regulatory complexity with confidence. WRITER delivers financial-specific Palmyra Fin LLM, built-in compliance guardrails, and zero data retention policies. Choose flexible deployment options to meet regulatory requirements.
Read about security
Industry veterans who understand your workflows
Partner with experts who’ve walked your path. Our team includes former asset managers, investment bankers, and wealth advisors. We co-create solutions grounded in institutional knowledge and regulatory requirements.
Interoperable with your existing stack
WRITER connects with the tools that power your business—PitchBook, FactSet, Microsoft, Snowflake, and more. Extend existing investments while maintaining the governance and control that enterprise IT teams require.
Dive into our platform
Scale expertise without scaling headcount
Explore customer impactFinancial institutions see 50-70% productivity gains by automating repetitive analysis, content creation, and client prep—freeing advisors and analysts to focus on strategic insights and relationship building.
Explore customer impact
RESOURCES
Explore resources for financial services
Marketing ROI calculator
Get an instant, personalized ROI calculation and see how WRITER transforms marketing workflows with agentic AI.
The agentic AI governance playbook
An enterprise framework for AI supervision, observability, and trust.
Evaluating agentic AI solutions for the enterprise
Use a practical framework for costs, governance, and security for enterprise-wide scale.
From financial services to AI leadership
Dilshoda Yergasheva shares how she thinks about democratizing financial services through AI.