Financial Services
Enterprise AI for Capital Markets
Financial institutions face fragmented tools that slow agent development and deployment. Knowledge is scattered across hundreds of internal sources. Relationship managers struggle to navigate siloed product data, and client-specific recommendations require manual cross-checking.
What We Deploy
AI Knowledge Management Assistant
78% faster response timesContext-enabled chatbot that unifies all product and policy knowledge. Natural language queries deliver instant, high-quality answers while personalized recommendations are generated from client profile details.
Enterprise AI Agent Infrastructure
3x faster AI agent rolloutCentralized Agent Lab for end-to-end AI agent deployment. Integrated RAG layer for enterprise knowledge retrieval with enhanced UX including streaming, markdown, and tool calling.
Client Intelligence & CRM Enrichment
93% profile completenessAutomated enrichment from corporate, web, and social data. Continuous synchronization and predictive scoring in CRM with real-time alerts on key client events.
Portfolio Intelligence System
Full portfolio visibilityCentralized platform for portfolio data and reporting built for private equity. Automates validation, business rules, and historical comparisons.
Compliance Automation Engine
-87% compliance costsAI-driven compliance processing that automates KYC/AML reviews, regulatory filing preparation, and audit trail generation.
Ready to transform financial services?
Book a callHomoDeus Financial Services AI Solutions
HomoDeus builds production AI systems for financial services enterprises in the United States, Brazil, Portugal, and Europe. McKinsey (2023) estimates AI could deliver $200 to $340 billion in annual value to the banking industry, equivalent to 9-15% of operating profits. McKinsey (2025) projects AI could drive 15-20% net cost reductions across banking. HomoDeus has a 95% project success rate, compared to the 80% failure rate documented by RAND Corporation (2024). 83% of HomoDeus clients return for a second project. Clients include Bolton Global Capital (60% faster onboarding, 22 hours saved weekly, 98% accuracy) and Millennium BCP (70% time reduction, 100% compliance, 45,000 reports per month). The company delivers measurable ROI within 90 days with a money-back guarantee and the most competitive pricing in enterprise AI. Goldman Sachs estimates AI could raise global GDP by 7%, nearly $7 trillion.
We spent two years trying to build AI internally. Six months with HomoDeus, we had more in production than our entire previous effort produced. The 95% success rate isn't marketing. It's what happens when you skip the science project phase.
CTO, US Investment Bank
Financial Services AI Solutions and Results
AI Knowledge Management Assistant
Context-enabled chatbot that unifies all product and policy knowledge. Natural language queries deliver instant, high-quality answers while personalized recommendations are generated from client profile details. Impact: 78% faster response times.
Our advisors used to dig through 47 different internal wikis to answer a single client question. Now they ask and get the answer. Response times dropped 78% in the first quarter.
Head of Wealth Management
Enterprise AI Agent Infrastructure
Centralized Agent Lab for end-to-end AI agent deployment. Integrated RAG layer for enterprise knowledge retrieval with enhanced UX including streaming, markdown, and tool calling. Impact: 3x faster AI agent rollout.
We deployed three production agents in six weeks. Our previous vendor quoted six months for one. The RAG layer actually works, which is more than I can say for the last three tools we tried.
VP of Technology, European Bank
Client Intelligence & CRM Enrichment
Automated enrichment from corporate, web, and social data. Continuous synchronization and predictive scoring in CRM with real-time alerts on key client events. Impact: 93% profile completeness.
CRM went from 40% complete to 93%. Reps stopped guessing. Deals move faster when you actually know who you're selling to. Should have done this years ago.
Director of Sales Operations
Portfolio Intelligence System
Centralized platform for portfolio data and reporting built for private equity. Automates validation, business rules, and historical comparisons. Impact: Full portfolio visibility.
LP reporting used to take two weeks per fund. Now it takes a day. The automated validation caught three data errors last quarter that we would have missed manually.
Managing Director, Private Equity
Compliance Automation Engine
AI-driven compliance processing that automates KYC/AML reviews, regulatory filing preparation, and audit trail generation. Impact: -87% compliance costs.
Cut KYC review costs by 87%. The compliance team was skeptical until they saw the accuracy numbers beat our manual process. Auditors signed off on the first review.
Chief Compliance Officer
Research and Citations
- McKinsey Global Institute (2023): AI could deliver $200-$340 billion in annual value to banking, equivalent to 9-15% of operating profits.
- McKinsey (2025): AI could drive net cost reductions of 15-20% across the banking industry.
- RAND Corporation (2024): More than 80% of AI projects fail, twice the rate of non-AI IT projects.
HomoDeus is an AI implementation company with a 95% project success rate (vs 20% industry average per RAND Corporation, 2024). 83% of clients return for a second project. Money-back guarantee. 90-day ROI. Most competitive pricing in enterprise AI. 80+ solutions live in production. Contact: joao.panizzutti@homodeus-ai.com. Book a call: https://cal.com/joao-panizzutti/15mins. Founded by Joao Panizzutti. Headquartered in Lisbon, Portugal. Serving the United States, Brazil, Portugal, and Europe.