PRO

Access financial information in one place

Embedded Agent for Finance

Your one place to connect your proprietary data, with real-time information, automating tasks and delivering the results you deserve

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Embedded Agent for Finance at yourcommand

MeetStreetbeatPRO, your Embedded Agent for Finance, simplifying your tasks with thousands of virtual agents available 24/7. Integrate real-time stock data, alternative data sets, and customer information to automate processes, boosting efficiency and insights. A cost-effective and easy-to-implement tool designed to change the way you access actionable insights in a conversational way.

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Get the features that differentiate you from the competition

Some examples:

Smart search

Experience a new way to look for information with intelligent agents.

Personalized communication

Tailor emails, newsletters based on customer portfolios and market events.

Financial analysis

Leverage unique data sets for deeper analysis.

Financial education

Instantly access and act on live market information.

"It's like having thousands of financial experts connected to the stock market and your data."

Damian Scavo,

CEO & Founder of Streetbeat

Fine-tune agents to your goals, tone, and compliance requirements

Custom API Integration

Connect securely to your databases and perform tasks quickly.

Automated Processes

Streamline engagement, reporting, portfolio management, and research.

CRM Integration

Enhance client interaction by integrating with Salesforce or other CRMs.

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Find the agent for you with StreetbeatPRO versatility

Brokerage platform

Stay ahead of the competition and meet customers rising expecations

Financial app

Strengthen your differentiation and increase customer retention

Financial website

Deliver a new way to search for information and drive engagement

Financial institutions

Enhance the digital offering and keep up with the innovations

Wealth managers

Access the tools to step up your analysis and client communication

Secure the highest standards of security and compliance

Supervision

Guardrails ensure agents stay on topic with real-time monitoring.

Secure Integration

Interactions are deterministic and controlled to follow your security procedures.

Auditing

Quality assurance workflows ensure transparency behind AI interactions.

Data Governance

Your data is secure and used only for your company’s agents.

Privacy

Personally identifiable information is encrypted and masked.

Information stored and protected

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Get inspired by Streetbeat PRO API in action

Learn how companies are using this technology to better serve their clients and themselves

Portfolio Newsletter Generation

Challenge

Our client faced the challenge of creating personalized newsletters for their clients' investment portfolios, which was time-consuming and prone to inconsistencies.

Solution

By integrating our Embedded Agent via our RESTful API, they automated the newsletter creation process.

The Agent analyzes each client's portfolio, retrieves relevant news and market data, generates a tailored summary, and incorporates contextual macroeconomic data. This has resulted in:

Reduction in time spent creating newsletters
Personalized content for clients
Increased client engagement and understanding of their portfolios
Scalability to accommodate a growing client base

With our Embedded Agent, our client has streamlined their portfolio newsletter process, saving time, ensuring consistency, and enhancing client engagement, all while focusing on growth.

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Wealth management platform

Challenge

Our client, a wealth management platform for independent financial advisors, recognized the need to optimize their advisors' time and improve client support.

Solution

By integrating our Embedded Agent they enabled advisors to focus on high-value tasks while providing timely and accurate responses to client inquiries.

We contributed in three ways

The Agent automatically addresses common client questions, such as explaining daily portfolio performance, freeing up advisors to concentrate on more complex and unique client needs
The Agent serves as a research aid, quickly gathering and synthesizing relevant financial data, allowing advisors to make informed decisions efficiently
Our StreetbeatPRO integration enables 24/7 portfolio monitoring, identifying clients who may require attention due to exposure to current events, such as interest rate changes or legal developments. This allows advisors to provide proactive guidance and mitigate potential risks.

The integration has led to increased advisor productivity, enhanced research capabilities, proactive client support, and improved client satisfaction.

By integrating our Embedded Agent across multiple areas, our client has freed up their financial advisors' time to focus on customer acquisition, increasing Assets Under Management (AUM), and improving the performance for existing clients.

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