BEAM provides an in-cloud agentic AI engine that connects to incumbent financial institution data in place to build transparent, auditable Agentic Apps. This platform autonomously networks specialized agents to solve specific business problems across consumer, commercial, and wealth management domains. The solution delivers measurable productivity and personalization gains by routing decision-ready outputs directly into existing staff and client workflows without requiring data migration.
Funding
Funding not disclosed
Founders
Product
Problem
Financial institutions face challenges in delivering personalized client experiences at scale, often relying on generic segmentation that fails to address individual needs. This leads to missed opportunities for revenue growth, reduced client loyalty, and inefficient operational workflows.
Solution
BEAM provides an agentic AI financial personalization engine that operates within a client's existing cloud infrastructure. This white-labeled solution enables segment-of-one treatment for every client, driving Amazon-grade relevance within regulated financial environments. By deploying use-case-led customizations, BEAM accelerates revenue, enhances loyalty, and improves efficiency through real-time, context-aware actions, advice, and offers. The engine acts as an AI personalization layer, integrating with existing systems and data to empower staff and client channels under the institution's governance.
Target Audience
Primary customers are financial services institutions, including banks and wealth management firms, seeking to enhance client engagement and operational efficiency through advanced AI personalization.
Features
- Agentic AI engine for real-time, segment-of-one client personalization.
- Deploys within the client's cloud environment, ensuring data sovereignty and governance.
- White-labeled foundation allowing institutions to own their AI differentiation.
- API-first architecture for seamless integration with existing staff tools and client channels.
- Modular architecture supporting use-case-led rollouts, deployable in under three months.
- Personalization Microservice continuously unifies real-time client contexts across products and workflows.
- Pre-built AI customizations for ClientMatch (personalized growth), ClientContext (enhanced engagement), and StaffAssist (advisor productivity).
- Maximizes ROI on existing AI compute infrastructure.