Introducing Max

Every AI chat product, including our first, has had to earn its way toward what institutions actually need. Speed alone isn't enough. Firms need something that reasons with their own intelligence and communicates the way they actually work. So we rebuilt ours from the ground up to clear that bar.

Today we’re introducing Max, the first AI team member built for the way your firm works.

Say hello to Max

Max was built the way the world's leading financial institutions actually work. Years of building alongside them taught us the shape of the job: slides in your house style, responses structured the way finance professionals present information, agents and skills that encode your institution's own workflows. All of it runs on your firm's data, alongside leading financial data providers.

That starts with a simple question. Ask Max something, and it pulls from your data, reasons through it with agents and skills built for financial workflows, and returns a finished set of slides, report, or financial model.

That work isn't limited to the desk. The most senior people at a firm work with Max over email while moving between client meetings and board calls.

And once it's in our customers' hands, new use cases keep coming up. Teams are building performance dashboards they check every morning. Others turn a daily update into something they can listen to on the train into the office. It's the kind of initiative you'd expect from your best analyst, built into the tool itself.

Max is what AI looks like once it understands your firm's way of doing things. This is what institutional intelligence looks like.

Max is rolling out to a small set of firms first. Request a preview here.