Trusted by leading financial institutions
TAZI Agents provide actionable intelligence to help RIAs, Community Banks and Credit Unions grow more sustainably and profitably by retaining, growing and acquiring ideal customers and members using AI Agents fitted to each institution.
Trusted by leading financial institutions
Understanding what your customers and members need and when they need it is the best way to grow a loyal customer base and achieve sustainable growth. Your data is the key to getting there but where to start is often overwhelming. On top of data, there is AI which can only help if you can trust it. This is where TAZI comes in.
Predict customers at risk of leaving, why, and what to do about it before they go elsewhere.
Focus on conversations most likely to deepen relationships, increase "stickiness," and drive sustainable organic growth.
Stop guessing who your best customers are and start finding more of them.
Each agent works autonomously on a specific growth lever, delivering prioritized, explainable recommendations to your team every day.
Protect your ideal customers. Informed, focused customer and member retention. Predicts which best customers are at risk of leaving, why, and what to do about it.
See how it worksGrow your ideal customers. Relevant, personalized approach to growing customer and member wallet share. Identifies which customers are most likely to adopt additional services.
Learn moreA US Financial Institution deployed TAZI's Lead Generation Agent across their practices, 32% of leads turned into actual sales.
Learn moreSee what AI-powered growth intelligence could mean for your institution
Facing rising attrition in a competitive market, this global institution deployed Tazi's Attrition Agent. Within weeks, advisors had prioritized call lists with explainable risk scores — saving $7.5M annually.
A leading brokerage used Tazi's Wallet Share Agent to identify overlooked cross-sell opportunities. Client retention improved 25.5% in the first quarter.
Tazi integrates with your existing systems — Salesforce, SAP, Snowflake, FIS, Q2, and 50+ others. No data migration required.
Our agents analyze client behavior, transaction history, and market signals to find revenue opportunities and risks you can't see manually.
Your team receives daily, ranked action lists: who to call, what to offer, and a plain-English explanation of why.
Track impact in real-time dashboards. Every recommendation is measured against outcomes so the system gets smarter over time.
Founded by pioneers in machine learning and data science — not a startup learning on your dime.
Retain, Grow, Acquire, Data Validation, and Compliance agents that deliver value from day one — no months of custom development.
Enterprise-grade security and privacy your regulated clients already require.
Cloud or on-prem — meets your clients where their data lives.
APIs and MCP tools that connect to your existing stack, not replace it.
Continuously monitor for data quality and drift, prioritizing maintenance efforts and catching problems before they happen.
Continuous documentation of bias, accuracy, and model drift — keeping you audit-ready at all times.
Your advisors manage hundreds of relationships. Tazi tells them which 10 clients to call today, what to discuss, and which prospects match your ideal client profile — so they spend time where it drives the most AUM growth.
AIFintech100 
Finovate Best of Show 
CAFE Accelerator 
Rev Tech Labs Accelerator 
Mass Challenge Boston "Our TAZI AI churn prediction solution has been instrumental in reducing customer churn and enhancing our team’s capabilities. The insights and skills gained have set us up for future AI-driven initiatives that will continue to elevate our customer experience."
CEO CEO at Wealth Management Firm
See how TAZI's Grounded Growth Agents can transform your institution.
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Or email us at info@tazi.ai