SOC2 Compliant Architecture

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SOC2 Compliant Architecture

Foxflow AI
Advancing Productivity for Financial Teams

Our agents are designed for M&A and financial services teams, enables efficient scheduling, workflow automation, and secure adoption of large language models (LLMs). We ensure firms can explore AI advancements with confidence and precision

 

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Our Agents

For Independent Advisory

HoldCo Agents

Streamline your KPI tracking and drive efficiency to seamlessly collect data from holding companies, leverage AI agents for after-hours calls to boost sales, and automate Google Ads reviews to significantly shorten feedback loop timelines.

VA Agents

Simply CC the agent, and it will independently reach out to all relevant parties to coordinate and schedule calls at a time that works for everyone. Seamlessly integrated with Google Calendar and Microsoft Teams, it ensures all events are synced.

Meeting Agents

During live Zoom calls, it extracts information from documents in real-time, automatically detecting key topics discussed, offering citations for further details directly within the meeting, ensuring informed and efficient collaboration.

Use Cases

At Foxflow AI, we help firms implement the cutting edge of large language model applications in the most secure way possible.

20+

Hours saved a month

53%

Quicker response times

30%

Reduced logistical burdens

VA Agents

Our meeting agent enhances output by capturing detailed notes, providing concise summaries, drafting actionable next steps, and providing citations from the VDR to ensure access to information when speaking with clients—ensuring every meeting  drives progress and supports business goals.

 

20+

Hours saved a month

53%

Quicker response times

30%

More Accurate Notes Taken

HoldCo Agents

Streamline your KPI tracking and drive efficiency to seamlessly collect data from holding companies, leverage AI agents for after-hours calls to boost sales, and automate Google Ads reviews to significantly shorten feedback loop timelines.

VA Agents

Simply CC the agent, and it will independently reach out to all relevant parties to coordinate and schedule calls at a time that works for everyone. Seamlessly integrated with Google Calendar and Microsoft Teams, it ensures all events are synced.

Meeting Agents

During live Zoom calls, it extracts information from documents in real-time, automatically detecting key topics discussed, offering citations for further details directly within the meeting, ensuring informed and efficient collaboration.

Manage Scheduling

Automate Outreach

Investor Communication

Pipeline Updates

Meetings Agent

Our meeting agent enhances output by capturing detailed notes, providing concise summaries, drafting actionable next steps, and providing citations from the VDR to ensure access to information when speaking with clients—ensuring every meeting
drives progress and supports business goals

20+

Hours saved a month

53%

Quicker response times

30%

Reduced logistical burdens

31%

Time Saved Per Meeting

83%

Reduction in Live Information Retrieval

18%

More Accurate Notes Taken

Detailed Meeting Notes

Action Summaries

Next Steps Draft

Real Time VDR Citation

Our Features

Experience a host of powerful features at YourBank, including seamless online banking, secure transactions, and personalizedfinancial insights, all designed to enhance your banking experience

 

Data Ownership

Enjoy peace of mind with our tools, designed to ensure secure access to your data 24/7. Advanced authentication and encryption methods protect sensitive information at every step.

 

Multi-Layer Security

Benefit from multi-layered security measures, including encryption, access control, and compliance checks, safeguarding your data from unauthorized access and breaches.

 

Our Features

Experience a host of powerful features at YourBank, including seamless online banking, secure transactions,
and personalizedfinancial insights, all designed to enhance your banking experience

 

Data Ownership

Enjoy peace of mind with our tools, designed to ensure secure access to your data 24/7. Advanced authentication and encryption methods protect sensitive information at every step.

 

Data Ownership

Benefit from multi-layered security measures, including encryption, access control, and compliance checks, safeguarding your data from unauthorized access and breaches.

 

Data Ownership

Enjoy peace of mind with our tools, designed to ensure secure access to your data 24/7. Advanced authentication and encryption methods protect sensitive information at every step.

 

Data Ownership

Benefit from multi-layered security measures, including encryption, access control, and compliance checks, safeguarding your data from unauthorized access and breaches.

 

Data Ownership

Enjoy peace of mind with our tools, designed to ensure secure access to your data 24/7. Advanced authentication and encryption methods protect sensitive information at every step.

 

Data Ownership

Benefit from multi-layered security measures, including encryption, access control, and compliance checks, safeguarding your data from unauthorized access and breaches.

 

Data Ownership

Enjoy peace of mind with our tools, designed to ensure secure access to your data 24/7. Advanced authentication and encryption methods protect sensitive information at every step.

 

Data Ownership

Benefit from multi-layered security measures, including encryption, access control, and compliance checks, safeguarding your data from unauthorized access and breaches.

 

Our Agents

For Independent Advisory

HoldCo Agents

Streamline your KPI tracking and drive efficiency to seamlessly collect data from holding companies, leverage AI agents for after-hours calls to boost sales, and automate Google Ads reviews to significantly shorten feedback loop timelines.

VA Agents

Simply CC the agent, and it will independently reach out to all relevant parties to coordinate and schedule calls at a time that works for everyone. Seamlessly integrated with Google Calendar and Microsoft Teams, it ensures all events are synced.

Meeting Agents

During live Zoom calls, it extracts information from documents in real-time, automatically detecting key topics discussed, offering citations for further details directly within the meeting, ensuring informed and efficient collaboration.

Frequently Asked Questions

Still you have any questions? Contact our Team via support@yourbank.com

Is our data secure when processed through AI models like Bedrock?

Yes, data security is our top priority. Our Bedrock-based AI models are designed with robust encryption protocols to ensure data remains secure at all times. All data is encrypted both in transit and at rest, and our infrastructure adheres to strict compliance standards such as ISO/IEC 27001, SOC 2, and Sarbanes-Oxley (SOX). We also implement role-based access controls and maintain audit trails to protect sensitive information.

Is our data secure when processed through AI models like Bedrock?

Yes, data security is our top priority. Our Bedrock-based AI models are designed with robust encryption protocols to ensure data remains secure at all times. All data is encrypted both in transit and at rest, and our infrastructure adheres to strict compliance standards such as ISO/IEC 27001, SOC 2, and Sarbanes-Oxley (SOX). We also implement role-based access controls and maintain audit trails to protect sensitive information.

Is our data secure when processed through AI models like Bedrock?

Yes, data security is our top priority. Our Bedrock-based AI models are designed with robust encryption protocols to ensure data remains secure at all times. All data is encrypted both in transit and at rest, and our infrastructure adheres to strict compliance standards such as ISO/IEC 27001, SOC 2, and Sarbanes-Oxley (SOX). We also implement role-based access controls and maintain audit trails to protect sensitive information.

Is our data secure when processed through AI models like Bedrock?

Yes, data security is our top priority. Our Bedrock-based AI models are designed with robust encryption protocols to ensure data remains secure at all times. All data is encrypted both in transit and at rest, and our infrastructure adheres to strict compliance standards such as ISO/IEC 27001, SOC 2, and Sarbanes-Oxley (SOX). We also implement role-based access controls and maintain audit trails to protect sensitive information.

Start your journey with Foxflow AI today!

We provide free of cost informational chats at firms interested in the technology applicable to their domain