Finance Workflows, Supercharged

Cut research time in half and automate repetitive tasks with AI designed for financial analysts.

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Intelligent agents, custom-built for finance professionals

Whether you're building investment theses, mapping markets, or evaluating strategic fit — you.com’s agents help streamline the most time-intensive parts of your workflow, so you can focus on insight and strategy. 

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Jumpstart your workflow with agents
bundled for financial use cases.

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Financial Analysts' Agents

  • Assessing Earnings Calls
  • 10K Reader
  • Company Profiler
  • Financial Regulatory Analyst

Spend less time on repetitive or manual work.

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Wealth Management Agents

  • Client Profile Synthesizer
  • Portfolio Risk Assessor
  • Financial Product Comparison
  • Personalized Market Briefing Agent

Focus on advising your clients on their unique needs and goals.

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Risk Management Agents

  • Policy Change Tracker
  • Compliance Navigator
  • Global Sanctions Monitor
  • Legal Risk Assessor

No more manual sifting through vast amounts of documents.

Work with the tools & data you already rely on

You.com connects effortlessly with your firm’s preferred data sources and external datasets. Whether uploading structured and unstructured data or connecting via our API, everything is protected with enterprise-grade security.

ARI, the first professional-grade research agent

ARI produces in minutes what once took days of research and formatting. From a single query, ARI analyzes up to 400 high-quality sources, distills the most relevant findings, and compiles a ready-to-share PDF report with rich charts and infographics.

3x

more source coverage than competitors

20+

hours saved weekly during intense diligence phases

50%

time-saving on deep research tasks

Never miss critical information

Up-to-date web information with source citations and controls ensuring you capture all available public data.

Intelligent integration of relevant topics 

Surface deeper insights, uncover hidden relationships, and ensure every analysis reflects the full picture.

Build memos without starting from scratch

Gone are the days of spending countless hours creating, formatting, and pulling together data.

 

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Due Diligence - Deep dive on a target company, sector, and transaction type

Provide a comprehensive analysis and growth prospects of CoreWeave.

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Ramp up faster on new sectors 

Does the advent of AI create investment opportunities in energy companies?

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Regulatory Monitoring - Stay ahead of real-time policy changes

What will the impact EU's new directive on alternative investment funds be?

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Macroeconomic Insights - Understand global economic forces

How do liquidity shifts impact sovereign bond yields?

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Market Trends - Track key developments and emerging shifts 

Investment opportunities in the rare earth elements market.

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Competitive Landscape - Overviews and domain-specific summaries

Competitive overview of the electric vertical take-off and landing sector.

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You.com for Financial Services

  • ARI — A deep research agent that thinks, reads and analyzes up to 400 sources, and publishes polished reports in under 5 minutes
  • Agents — Automate tasks and workflows, with Custom Agents tuned to address the unique nuances of your requirements
  • Platform experience — Collaborative project spaces, ad-hoc file uploads, and a host of other productivity features
  • APIs — Seamless incorporation into existing systems and applications, including our real-time news and web API
  • Private RAG — Power entirely new applications and get hyper-relevant insights leveraging your firm's proprietary data
  • Enterprise-grade trust — Multi-layered verification system and SOC 2 Type II  certification
What our clients have to say

How You.com Powers Productivity at Insurance Leader HanseMerkur

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"The first thing which made me choose you.com initially was you can use all the models through them… It's very important for me to use all the different models, because you don't know right now which model gets ahead, which model goes back, so you don't know who comes out first. And they're good for different needs, for different use cases, so I wanted to compare the different models. I don't want to have different partners for each model."

IT Director at HanseMerkur

Horst Karaschewski

You.com and HanseMerkur
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