In-cloud agentic AI
financial personalization engine.

Turn fragmented financial transactions and CRM data into explainable agentic gains today, and differentiating agents tomorrow.

Start fast with BEAM Go: Transactions Intelligence and Client Profiler.

What is BEAM

BEAM is your Financial Institution’s in-cloud agentic AI personalization engine for maximizing the business value of your fragmented data.

It gives your staff expert agentic workforces to move faster, deliver more, and reduce cost.

Use BEAM to optimize your workflows today.

In your cloud
Embedded, governed, and secure.
Agentic uplift
More output per team, lower unit costs.
Your workflows
Accelerated, not replaced.
Built for
  • Banks, wealth/RIAs, insurance, and payments.
  • Start with prepackaged capabilities and expand to custom agentic workflows that differentiate you.
  • Integrates with the tools your teams already use across your existing technology and data stacks.
Built to help FI teams move faster without compromising control or replatforming.

Products

BEAM Go products make it fast and easy to get started with BEAM.

Unlock $2.0M to $2.4M in annual value per $2B AUM or deposits.

Each BEAM Go product delivers explainable insights and next best actions that help teams prioritize work and act sooner, to maximize business outcomes from your existing fragmented data.

Built for
BankingInsuranceWealth / RIAsPayments

Catalyze your financial institution to act faster and smarter with the data you already have.

Value
$2.0M to $2.4M
Annual value per $2B AUM, premiums or deposits.
Start quickly with BEAM Go, expand to custom workflows with BEAM Forge.
BEAM Go

Transactions Intelligence

Behavior patterns, risks, and opportunities from transaction data, delivered as explainable actions.

  • Automatically enrich transactions to find behavioral signals and cohorts
  • Surface patterns, opportunities, risks and behavior changes with explainable rationale
  • Web-based no-code UI for end users
  • Activate via CSV/API across your workflows
Use cases
Find cohorts for upsell/cross-sell across banking, payments, insurance, and wealth
Early warning risk signals in active financial products
Life-event and intent signals to time outreach and offers
Transactions Intelligence diagram
BEAM Go

Client Profiler

A living client view from CRM data that surfaces who to focus on and what to do next.

  • Automatically enrich your CRM data to find behavioral client signals and cohorts
  • Highlight next best actions to focus staff work and route key opportunities and risks
  • Web-based no-code UI for end users
  • Activate via CSV/API across your workflows
Use cases
Prioritize advisor and team outreach across banking, payments, insurance, and wealth
Identify high-value opportunities and the best next step for each relationship
Route servicing and growth actions with ease across channels and teams
Client Profiler diagram

Launch fast. Scale firm-wide

Go: immediate productivity and personalization · Forge: your FI-owned agents · Command: cross-FI agents that take action as trust grows

BEAM Go
Starter agentsNo discovery
BEAM Engine with starter agents
Immediate productivity and personalization
Client profiling or transactional personalization use cases
No discovery; live in 30 days
Go → Forge in 30 days
BEAM Forge
FI-owned agentsOwn the agentic IP
Your FI-owned agents
Differentiated productivity and personalization
Agentic personalization workflows tailored to your business
30-day discovery; live in under 3 months
Forge → Command in 60 days
BEAM Command
Cross-FI agentsAction as trust grows
Your agents work across your FI
Comprehensive cross-FI productivity and personalization
Agents take personalized action as trust grows
30-day discovery; live in under 6 months
Compounding rollout

Once embedded, agentic personalization and productivity becomes a reusable engine across your channels, products, and business lines, continuously increasing ROI.

Build what differentiates you
BEAM ForgeBEAM Command

Applies to Forge and Command

When FI teams want to go further, build what differentiates you with BEAM Forge. Tailor workflows, create custom agents, and deploy firm-specific logic on BEAM's foundation, with your team owning the agentic IP.

Benefits

Unlock over $2.0M to $2.4M in annual value per $2B AUM, premiums or deposits from BEAM Go, then multiply the impact with BEAM Forge and Command.

Increase revenue
More targeted outreach and higher conversion.
Reduce losses
Earlier risk detection and better retention.
Lower operating costs
Less manual analysis and faster decisions.
Improve productivity
Route work to the right teams with clear priorities.

Deployment

Runs in your cloud, with transparent, auditable processing, routing outputs into your existing workflows and tools.

Deployment and governance
  • Runs in your cloud environment so your data never leaves your walls.
  • Secure API architecture to integrate with your existing tools and workflows.
  • Transparent processing and auditability.
  • Deterministic agents for dependable and repeatable outputs.
  • Deployed in your walls to inherit your guardrails.
How it works
Connect
Connect your fragmented data to BEAM making it AI-grade.
Activate
AI-grade data fuels AI agents that create business value.
Personalize
Your services are personalized in real-time to each client.
Outputs
  • Personalization signals across client and staff touchpoints.
  • Actions embedded in your current workflows.
  • Dashboards, CSV export and API integration into CRM, ticketing and client interfaces.

Why BEAM

The reality for incumbents
  • Incumbents are facing rising client attrition and margin compression.
  • If teams cannot operationalize agentic personalization and productivity, lowering acquisition costs, lowering cost-to-income, and increasing revenue per FTE, they will keep losing best customers to digital-first players.
  • The urgency is now: incumbent FIs need to ‘agentify’ customer treatment and internal operations without compromising control.
Why the usual options fail
  • Building internally is slow and expensive, taking years and tens of millions before it reaches production scale, with huge complexity in getting it right.
  • Off-the-shelf point solutions are undifferentiated, don’t scale, and push your data outside your walls.
What you get with BEAM
  • An FI-embedded agentic engine: deploy in your infrastructure, keep data inside, and inherit your existing guardrails.
  • Works with your stack: connects to your databases and systems, and integrates into the tools teams already use.
  • Works with any model and database type, avoiding lock-in as requirements evolve.
  • Start with prepackaged products, expanding with you: land fast with Go, then build what differentiates you.

Team

Proven thought leaders in financial data and AI realizing hundreds of millions in business value.

Book a demo

See how fast BEAM Go delivers value, and how Forge lets you build what differentiates you.

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