Context for Financial Services

AI infrastructure for
financial services

Due diligence to LP reporting. Agents that produce work product reflecting your firm's standards, not generic drafts.

Deal execution & due diligencePortfolio operations & LP reportingCompliance & risk management

See it in action

Watch an agent execute a financial services workflow end to end. From data retrieval through analysis to finished deliverable.

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Other workflows

Financial Modeling

Due Diligence

LP & Investor Reporting

Risk & Exposure Monitoring

Context

DD — Meridian Health

Due Diligence v4Knowledge

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AgentAuto

Context

Due Diligence v4

SaveRun

Workflows/Customer Success/Customer Save Package v3

Customer Save Package

v3 · edited 2w agoScope: Customer Success847 runs

Investigate customer churn risk, identify root cause across all systems, and prepare retention deliverables for CS team review.

Steps

Query Salesforce for all support tickets, NPS scores, and contract details for the target account.

salesforcecrm

Search Slack for internal threads mentioning the account.

Include engineering and support channels. Flag any threads mentioning "churn," "escalation," or "competitor."

slack

Pull product analytics: DAU, feature usage, login frequency.

Identify inflection points — any >20% change within a 2-week window.

analytics

Check billing system for disputes, late payments, or credit history.

billing

Search internal knowledge for prior incidents, escalations, or relevant context about this account.

knowledge

ifIf usage dropped significantly, run churn risk model and generate usage trend visualization.

Threshold: >30% DAU decline in any 4-week window.

compute

Compile findings into a save package: timeline, root cause, revenue impact, remediation plan.

output

Draft customer-facing email with acknowledgment, remediation steps, and proposed next meeting.

output

8 steps·6 integrations·~20s avg runtime·98.2% pass rate

Integrations

Works with the systems
financial services teams rely on

Context connects to your existing infrastructure: communication, storage, analytics, and operational systems. Agents execute within the tools your team already uses.

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Outlook

Gmail

Microsoft Teams

Slack

Zoom

Bloomberg Chat

Symphony

Intercom

Google Drive

SharePoint

OneDrive

Box

Dropbox

Citrix ShareFile

Egnyte

Tresorit

Salesforce

HubSpot

Pipedrive

Copper

Zoho CRM

Microsoft Dynamics

Freshsales

Google Sheets

Excel

Tableau

Power BI

Snowflake

BigQuery

Redshift

Databricks

Stripe

Plaid

Dwolla

Adyen

Square

PayPal

Braintree

Checkout.com

Quality Assurance

Measure what matters to financial services

Track the performance indicators that drive your business, not generic AI benchmarks. Context evaluates accuracy on your specific tasks, workflow completion rates, and output quality against your team's standards. Every evaluation is traceable.

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