Syntic for Financial Services is the platform configured for the way analysts, PMs, and IBD teams actually work. AI Employees inside Syntic Cowork dispatch Syntic AI Agents that pull from your data providers, write back to your models, and produce the deliverables you'd otherwise hand off across three browser tabs and a junior.
What is Syntic for Financial Services?
Syntic for Financial Services bundles Syntic for Enterprise with the connectors, skills, and AI Employee templates a financial workflow needs. The Workforce reads from your sanctioned data sources, cites every figure, and ships the audit trail with the deliverable. Less juggling tabs, fewer manual transcription errors, no copy-paste between three systems.
Financial data provider connectors
Through Model Context Protocol (MCP) connectors, the Employee reaches the data providers your desk is already licensed for. You query in natural language and the Agent comes back with cited answers.
Daloopa: high-quality fundamentals and KPIs sourced from SEC filings.
S&P Global: Capital IQ Financials, earnings transcripts, and the rest of the research stack.
Getting started
To dispatch Agents against these connectors you'll need:
- Syntic for Financial Services — contact our Sales team or visit the AWS Marketplace for pricing and implementation details.
- Valid licenses for the data providers you want to plug in.
A dedicated implementation team wires the connectors to the sources your workflows actually use and trains your analysts on how to dispatch and review the Workforce.
Common workforce moments
- Due diligence and research: dispatch an AI Research Associate to synthesize across providers and shorten deal analysis from weeks to days.
- Benchmarking: have the Employee compare performance and valuation across competitors using data pulled from multiple providers in one run.
- Financial modeling: generate and update models with live data while the Agent keeps a full audit trail of every value sourced.
- Portfolio management: hire an AI Portfolio Monitor to watch positions, track performance against benchmarks, and ping you when something moves.
- Investment memo creation: ship comprehensive memos with cited insights and the formatting your team expects.
Support and training
Syntic for Financial Services includes specialist support designed for desks:
- Six-week implementation program with FSI-specific training.
- Technical setup assistance for MCP connector configuration.
- Best practices guidance for the most common analyst workflows.
- Ongoing support for connector management and run optimization.
For questions about Syntic for Financial Services, contact our Sales team.
Note: Syntic for Financial Services is built for research and analysis — not investment advice.