There is a new innovation in the world of Finance. With features like interactive documents where bankers can interact with PDF documents, such as credit policies and training materials, through a chat interface. The solution automates the creation of new deal and credit memo narratives, reducing human error and streamlining what was previously a manual task. A chat interface provides conversational industry benchmarks and insights, helping bankers determine the best next steps for their business. Document uploads are streamlined, with the system scanning and categorizing information to associate it with the appropriate relationship. And if this wasn’t enough the tool answers specific questions based on uploaded documentation, such as:
"Can I originate a loan with a loan-to-value (LTV
Drivepoint Raises $7M to Scale AI Finance Tool for Retail Brands
Mukundan Sivaraj
