Empowering Client Solutions Teams to Be 10X More Efficient

Equip your finance processes with Kodex AI to increase efficiency, make better decisions, win new clients, and enhance your organization’s security and compliance.

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Why should you use Generative AI?

of finance professionals say GenAI tools make them more productive
‍(Salesforce)

of finance professionals’ time is spent on manual tasks
(Accenture)

of finance professionals say they struggle to meet deadlines for RFPs
(Cerulli Associates)

See what you can achieve with Kodex AI

Our cutting-edge GenAI-powered assistant for the financial sector revolutionizes the way client solutions teams operate.

Deliver client responses faster

Kodex AI finds and analyzes thousands of documents to generate responses to complex financial questions.

Spend less time completing RFPs, reports, and surveys

Impress clients and prospects with high-quality responses to highly customized questionnaires — all with a single click.

Stay compliant and prevent conflicts

Keep up-to-date with the ever-changing regulatory requirements while maintaining ethical decision-making without having to sift through various documents.

Reduce and automate manual work

Redirect focus towards more impactful work such as portfolio growth, client retention, and new client wins while Kodex AI takes care of rote tedious tasks.