Why Financial Services Companies Choose Syntes AI

Most AI tools promise insights—but leave teams siloed, compliance exposed, and value trapped in dashboards. Syntes AI is different:

  • No-code agents that automate real work across tools like Hubspot, Excel, and legacy platforms

  • Live, structured knowledge from your firm’s systems and docs—for both AI and teams

  • Private, explainable AI built with enterprise controls, not consumer shortcuts

  • Fast start with docs and unstructured data, then grow into connected systems

  • Team-based collaboration—secure, auditable AI sessions shared across departments

What Syntes AI Helps You Do

Reduce Risk, Stay Compliant

Monitor data, flag risks, and enforce controls through explainable agents.

Detect and Prevent Fraud

Catch unusual activity early with agents that reason across systems and act instantly.

Work Together, Not in Silos

Give teams shared access to live customer context—so agents and teams tailor offers together.

Forecast with Confidence

Run “what-if” scenarios across portfolios, teams, and customer segments with always-fresh data.

Automate Securely and Consistently

From KYC to reconciliation, agents execute standardized, governed workflows.

Why It Works for Financial Services Firms

Works with Your Existing Technology Stack
No rebuilding required—start with your docs, then connect CRM, ERP, and legacy systems.

Agents That Act Across Teams
Not copilots. These agents automate real decisions across departments and systems.

Secure, Explainable, Auditable
Every action is trackable. Your data stays private. Your compliance team stays happy.

AI That’s Shared, Not Siloed
Teams and agents work together in secure, collaborative sessions—no  shadow AI tools.