Accelerate Informed Banking Decisions with AI-powered insights

Connect

Connect with enterprise, regulatory, and public information sources, saving more than 60% of time on the manual aggregation process.

Curate

Alerts and reports that match your organization's formats and templates, saving more than 70% of the time for resources.

Converse

Converse with information in simple natural language, making it easy to access whenever and wherever you need.

Key Agents That Power Insight

Credit Memo Agent

Auto-generates Credit Notes and Credit Analysis Memorandums with pre-filled financials, risk indicators, and supporting documentation. Designed for credit and risk teams at banks and NBFCs to save time and maintain consistency

Build the foundation for faster, more focused research by keeping all relevant content in one place

Query Engine Agent

Allows teams to ask natural language questions across documents, spreadsheets, databases, and CRMs. Surfaces precise answers from past credit memos, audit logs, and reports, reducing time spent on manual searches

Explore your research with confidence, uncover deeper insights, and always know where the information comes from

Relationship Manager Agent

Provides relationship managers with a complete view of each client by bringing together internal notes, communication history, filings, and market updates. Supports faster response and more personalized engagement

Use tailored templates to streamline repetitive workflows and generate consistent outputs

Liquidity Event Agent

Identifies lending and liquidity events, funding rounds, and debt issuances in real time, surfacing timely, high-signal opportunities for lending institutions, treasury teams, and risk functions to enable faster decisions and proactive outreach

Understand what’s verified, what needs review, and navigate your documents with full context

How to Implement AI

01
SaaS Solution
Ideal for lean teams working primarily with public or third-party data. Get started instantly with no setup overhead.
02
Needl.ai API
A plug-and-play solution for innovation and engineering teams looking to integrate Needl.ai’s capabilities into their existing tools and workflows.
03
Private Cloud Deployment
Best suited for compliance-heavy enterprises that require full control over data and infrastructure.

Solving Real Problems Across Teams

Legal &
Compliance Teams

Instantly access past filings, regulatory circulars, internal documentation, and communication trails. Stay audit-ready with automated traceability and timely alerts on critical updates. Ensure compliance with minimal manual effort.

Sales &
Relationship Teams

Gain a complete view of every client across emails, meeting notes, contracts, and relevant market news. Prepare better for client interactions and respond faster with real-time insights, all in one place.

Risk
& Audit Teams

Monitor regulatory changes, surface relevant internal documentation, and maintain a clear audit trail. Reduce the time spent on evidence gathering and reporting while improving accuracy and control.

CXOs &
Strategy Leaders

Stay continuously updated with key internal reports, market developments, and competitor activity. Needl surfaces what matters without being asked, helping leadership make faster, more confident decisions.

With Needl.ai, we achieved a 30% increase in AUM and cut the time spent identifying prospects by half. It’s become an essential part of how our team works.

- Head of Wealth Management, Leading Private Bank

Thinking About Where To Start?

Looking to transform your banking workflows? Talk to our sales team and get started.

BOOK A DEMO

Make information accessible anywhere, anytime