AI Agents

Autonomous AI Agents for Financial Services

TAZI's AI agents work around the clock, analyzing your client data to surface the most impactful opportunities. Each agent is specialized for a specific growth lever, delivering explainable recommendations your team can act on immediately.

Attrition Prevention Agent

Identifies clients at risk of leaving before they show obvious signs. The agent analyzes transaction patterns, engagement signals, and behavioral shifts to flag at-risk relationships weeks or months in advance. Each alert includes specific retention actions tailored to the individual client.

Wallet Share Agent

Discovers cross-sell and upsell opportunities within your existing client base. By analyzing product usage, financial behavior, and life events, this agent recommends the right product for the right client at the right time — with full explainability on why each recommendation is made.

Lead Generation Agent

Finds your next best clients by analyzing patterns from your most successful relationships. The agent builds ideal client profiles, scores prospects, and prioritizes outreach based on predicted lifetime value and conversion probability.

How They Work

TAZI agents operate autonomously, continuously monitoring your data and surfacing opportunities without manual intervention. Every recommendation is explainable — your team sees not just what to do, but why, building trust and enabling faster action.