Frequently Asked Questions

TAZI is an agentic AI platform that delivers growth intelligence for financial services. Our autonomous AI agents analyze your client data to reduce attrition, grow wallet share, and acquire ideal new clients.

Unlike dashboards and BI tools that show you what happened, TAZI's AI agents proactively tell you what to do next. They continuously monitor your data and surface the highest-impact opportunities with explainable recommendations.

TAZI offers three specialized agents: the Attrition Prevention Agent identifies at-risk clients before they leave, the Wallet Share Agent finds cross-sell and upsell opportunities, and the Lead Generation Agent identifies your next best clients.

No. TAZI's AutoML engine builds and maintains predictive models automatically. Your team works with actionable recommendations, not raw models. No coding or data science expertise required.

Nowhere. TAZI deploys on-premises or in your private cloud. Your data never leaves your environment. All AI processing, model training, and inference happen locally.

Yes. TAZI maintains SOC 2 Type II certification, independently audited to verify our security controls meet the highest standards for data protection, availability, and confidentiality.

Yes. For healthcare and insurance clients, TAZI fully supports HIPAA compliance requirements with end-to-end encryption and complete audit trails.

TAZI runs local large language models within your environment. No queries or data are sent to third-party AI providers like OpenAI or Anthropic. You get LLM capabilities with complete data sovereignty.

Most institutions go from kickoff to first insights in 2-4 weeks. TAZI's pre-built connectors for major platforms like Salesforce, FIS, and Snowflake accelerate deployment significantly.

TAZI offers 50+ pre-built integrations including CRM systems (Salesforce, HubSpot), core banking platforms (FIS, Fiserv, Jack Henry), data warehouses (Snowflake, Databricks), and BI tools (Tableau, Power BI).

Yes. TAZI reads directly from your data warehouse without moving data. We support Snowflake, Databricks, BigQuery, Redshift, and most major data platforms.

TAZI pricing is based on the number of client records analyzed and the agents deployed. Contact us for a customized quote based on your institution's size and needs.

We offer a personalized demo with sample data so you can see TAZI in action. For qualified institutions, we also offer a proof-of-concept period with your own data.

Request a demo through our contact page. Our team will schedule a 30-minute personalized walkthrough and discuss how TAZI can address your specific challenges.