TAZI AI Agents
Turning insights into action plans.
Turn predictive signals into clear actions, so your teams know where to focus, what to do next, and why it matters.
What Are TAZI AI Agents?
TAZI AI Agents sit on top of TAZI’s Core Platform that houses predictive AI models. They empower your teams with insights, suggested actions, and fast access to institutional knowledge.
- Ask questions about client behavior, underlining causes, and how best to approach them. Get a full action plan including call scripts.
- Turn AI predictions into prioritized actions to reduce attrition, increase wallet share, and acquire new clients.
- Search and summarize documents and onboard new advisors faster. Answer client questions with confidence.
- Hyper-personalize client communication at scale: to client personas and individual clients.
How TAZI AI Agents Help You Grow
TAZI AI Agents are designed for growth-focused financial institutions that need more than reports, but don’t want to change their current workflows.
They help you:
Reduce Attrition
Identify clients or members likely to churn months in advance and get recommended next best actions personalized for each client. Focus on highest value actions and save clients or members from leaving you.
Increase Wallet Share
Reveal which service to offer to which client or member and why. With predictive models and AI explanations, design targeted, higher-value conversations at scale.
Acquire New Clients
Find look-alike ideal client profiles (ICP) and high-potential segments based on client behavior and outcomes, not just static demographics.
See how to do it: AI Architecture Playbook for Financial Services.
Types of TAZI AI Agents
- Conversational Agents
Ask questions in plain language about attrition risks, behavioral trends, or key client segments, and get answers backed by secure AI models and data, not guesswork.
- Targeted Action Agents
Turn predictive signals into ready-to-use recommendations such as “which clients to contact,” suggested talking points, or content drafts for outreach at scale.
- Document Help Agents
Let advisors ask your knowledge base and get quick answers, summaries, and guidance. Ideal for onboarding, meeting prep, and client-facing events.
Built for Transparent, Secure & Compliant AI
Because TAZI’s Core Intelligence Support Platform is rooted in AI explainability, governance and flexibility, its Agents are built on the same principles.
- Explainable & Auditable
Agent outputs are grounded in TAZI’s patented ML explanations and full audit trails, so teams and regulators can see why a recommendation was made.
- Security & Data Privacy
Deployed in your environment or your private cloud, you can use local or commercial LLMs, and restrict Agents to non-PII, or sanitized data. Personal identifiers are not required for TAZI’s ML/AI solutions.
- Bring Your Own LLM
Use self-hosted LLMs or trusted third-party providers (e.g., Azure, Google, OpenAI) depending on your established AI governance and policies.
FAQ: TAZI AI Agents
What are TAZI AI Agents?
TAZI AI Agents are governed, by the TAZI Core Platform that turn model predictions and enterprise data into explainable insights, recommendations, and conversations to support profitable growth in financial services.
How do TAZI AI Agents help financial institutions grow?
They orchestrate targeted insights around three core goals: reducing attrition, increasing wallet share, and acquiring new clients, surfacing who to focus on and what to do next, with reasons attached.
What data do TAZI AI Agents need?
You can start with CRM data, transactional data, and selected external data, then enrich over time as your needs evolve.
Are TAZI AI Agents explainable and compliant?
Yes. Agent outputs are powered by TAZI’s patented ML explanations, human-in-the-loop supervision, and full audit logs for predictions, recommendations, and model versions, supporting financial services governance.
How do you ensure security and protect sensitive data?
TAZI supports role-based access, full audit logs, on-prem or cloud deployment, and local or third-party LLMs. Most solutions do not require PII; when necessary, Agents can be restricted to local LLMs and sanitized inputs.
How long does it take to see value from TAZI AI Agents?
You can typically see time-to-first-value in a couple of weeks for a single Agent built on existing data, such as CRM and transactional data.
Can we use our own LLM with TAZI AI Agents?
Yes. TAZI follows a flexible “bring your own LLM” approach, supporting local and open LLMs you already use, under your security and compliance constraints.
What type of Integrations do you support?
Most Databases, Salesforce, Hubspot, Snowflake, Databricks, Kafka for streaming data, and common data stores, accessed via API.
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