AI that works across your systems
Agentic AI for Financial Services
- Accurate, verifiable answers
- Connected to your organizational systems & data sources
- Available on-prem, or VPC, or air-gapped
- Doesn’t train on your data
- Robust audit trails and logging capabilities
- Fine-grained access controls & guardrails
Why Legion
Connects your financial systems, ERP, CRM, core banking, and document stores, so teams can surface information and execute workflows without switching tools. Deployed on-prem or VPC, with no data leaving your environment.
Integrate With the Systems You Use Every Day
What AI Execution Delivers for Financial Services
3.7×
ROI
Achieve 3.7x return or more per dollar invested in AI, delivering measurable productivity gains across operations.
Source: Microsoft
40%
Faster Retrieval
Find information up to 40% faster, whether financial disclosures from an index fund, a signed customer agreement, or the payment status of an account, wherever it lives across your organization's data footprint.
Source: Forrester
up to 50%
Faster Documentation
Extract insights from emails, calls, notes and more, reducing document creation time by 30–50%.
Source: BCG
20%
Faster Resolution
Resolve issues quickly and equip teams to achieve 20% more first-time resolutions, boosting customer satisfaction.
Source: McKinsey
Give Every Client-Facing Team the Right Answer, Fast
Equip teams to respond to client inquiries accurately and quickly by giving them seamless access to the information they need, across every connected system.
Become an Instant Expert
Enable quick, customized summaries of financial products across your organization, then allow your teams to compare or dig deeper with natural language.
Retain Institutional Knowledge
Regulatory expertise, product knowledge, and client history shouldn't walk out the door when your top performers do. Make institutional knowledge accessible to every team member who needs it.
Stay Ahead of Market Movements
Process financial data, news, and market trends across connected sources to surface insights faster, so teams spend time on decisions, not on hunting for information.
Put Data in Every Team's Hands
Advisors and analysts shouldn't need to route requests through a data team. Any team member can query across financial systems, contracts, and client records in plain language, no SQL required.
