Generate credit memos, deal summaries and meeting notes from bank documents and deal history. Reduce GTB documentation time by 60-70%.
Join Waiting listDrafts comprehensive credit memos grounded in historical deals, policy manuals and client credit files
Creates concise deal overviews capturing structure, parties, terms and risks from transaction records
Automatically summarizes client calls and internal meetings into action items and decision logs
Answers product and policy questions grounded on bank manuals and procedural documentation
Creates customized templates for specific deal types based on similar past transactions
Tracks document versions, enables collaborative markup and maintains change audit trails.
Reduce memo and presentation prep from 4-6 hours to 1-2 hours per deal - 70%
Standardized documentation reduces memo rejections and rework by 40-50% - 45%
New RMs become productive 30% faster with generated templates and examples
Turn operational complexity into measurable performance gains.
