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AI finance

393 results · Page 5 of 11

Catchlight

AI finance

Catchlight is an organic growth platform for financial services institutions such as wealth management, insurance, and banking. It uses data models to predict which prospects are most likely to convert, helping marketing and growth teams save time and increase AUM. The platform offers lead scoring, source analysis, near-real-time data enrichment, CRM dashboards, and bidirectional integrations with third parties such as Salesforce, allowing data to appear in the work interfaces teams use daily. The official website states that its models are purpose-built for financial services institutions to accelerate AUM growth, and offers Catchlight Connect to help acquire leads that match the ideal client profile. Note that the time savings, conversion rate improvements, and model accuracy data shown on the official website are representative illustrations only, and actual results vary by client; its content does not constitute securities, investment, tax, or legal advice, and it is intended for U.S. users only.

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Causal

AI finance

Causal (causal.app) is a financial strategy platform based on the concept of extended planning and analysis (xP&A), dedicated to unifying financial and operational planning. It connects data from multiple sources such as accounting systems, HRIS, ERP, CRM, etc., helping teams complete budgeting, forecasting, scenario analysis, and reporting on one platform. The platform emphasizes dynamic multidimensional modeling, real-time data insights, and collaborative permission management, and provides an AI modeling agent called Modeler Agent: users describe their requirements in natural language, and the agent can generate a complete xP&A model including partitions, variables, timelines, aggregations, and formulas, which can continue to be edited and reviewed. The official website claims that this solution can reduce complex formulas and save time on manual processes, serving more than 6,500 customers worldwide, and is suitable for scenarios such as financial planning, consolidated reporting, headcount planning, and operational planning, and runs in a secure cloud environment. Regarding specific pricing, packages, and deployment details, the information does not provide them.

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Daloopa

AI finance

Daloopa is a financial data platform serving the investment research sector, providing fundamental data with source links for analysts, hedge funds, mutual funds, and large banks. The platform covers more than 6,000 stocks globally, offers 14 years of historical data, has 4 to 10 times the number of data points per company compared with other vendors, and averages over 99% accuracy. Daloopa can help analysts save about 70% of modeling time during initial coverage and save an average of 2 hours per stock when updating models during earnings season. Its core feature is that every number is hyperlinked to its original source, and the output is auditable. The product suite supports integration with Excel, automated data updates, programmatic access via API, and auditable financial data infrastructure for LLMs and AI agents.

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