TAZI agents ground every decision in your data and explainable machine learning. Actions are proposed by agents, validated against your policies and your customer population, and approved by your team — AI your institution can explain, audit and govern.
Retail Wealth Management · $310K AUM
87%
attrition risk
No advisor contact in 90 days · fees +18 bps vs peer · 2 outbound transfers
Approved fee review + advisor call
Retail Wealth Management · $290K AUM
84%
attrition risk
App logins down 40% · 1 fee complaint · 1 product held
Not shipped no proven lift
Same segment, comparable size and risk — what differs is the evidence. Only actions that clear your policies and a holdout reach your team.
How It Works
Data becomes validated action — coached by your team, read end-to-end by the conversational agent.
Business users just ask, in plain language — the conversational agent reads every stage's output, from “which clients should I help today?” to “how much loss did we prevent this week?”
The Gap
For regulated, high-stakes decisions, an agent that isn't grounded in your data, can't explain itself, and acts without validated actions is a liability, not a product.
LLM-only agents guess. In finance and insurance, a confident wrong answer is unshippable.
Process-automation agents automate the doing — not the judgment the doing depends on.
When compliance, drift and human oversight are afterthoughts, pilots never reach production.
The bottleneck isn't capability — it's trust.
TAZI grounds every decision in your data and explainable ML, and validates every action — against your policies and your own customer population — before it reaches your team.
Trusted by leading financial institutions
Understanding what your customers and members need and when they need it is the best way to grow a loyal customer base and achieve sustainable growth. Your data is the key to getting there but where to start is often overwhelming. On top of data, there is AI which can only help if you can trust it. This is where TAZI comes in.
Predict customers at risk of leaving, why, and what to do about it before they go elsewhere.
Focus on conversations most likely to deepen relationships, increase "stickiness," and drive sustainable organic growth.
Stop guessing who your best customers are and start finding more of them.
Pre-built, explainable agents — retention, growth, fraud and voice of customer — grounded in your data, coached by your people, documented by default. Every action is validated before it reaches your team.
Protect your ideal customers. Informed, focused customer and member retention. Predicts which of your best customers are at risk of leaving, why, and what to do about it.
See how it worksGrow your ideal customers. Relevant, personalized approach to growing customer and member wallet share. Identifies which customers are most likely to adopt additional services.
Learn moreFind more of your ideal customers. A US financial institution deployed the ACQUIRE Agent across its practices to turn qualified leads into new clients.
Learn moreAlso on the platform: ATO Fraud Agent · Voice of Customer Agent · Focus Group Agent · Enterprise Agent
See what AI-powered growth intelligence could mean for your institution
Facing rising attrition in a competitive market, this global institution deployed the TAZI RETAIN Agent. Within weeks, advisors had prioritized call lists with explainable risk scores — saving $7.5M annually.
A leading brokerage used the TAZI GROW Agent to identify overlooked cross-sell opportunities. Client retention improved 25.5% in the first quarter.
TAZI integrates with your existing systems — Salesforce, SAP, Snowflake, FIS, Q2, and 50+ others. No data migration required.
Our agents analyze client behavior, transaction history, and market signals to find revenue opportunities and risks you can't see manually.
Agents propose an action; an expert panel checks it against your policy and a simulated focus group of your own customers checks the impact — only validated actions reach your team, with a plain-English explanation of why.
Track impact in real-time dashboards. Every recommendation is measured against outcomes so the system gets smarter over time.
Founded by machine-learning and data-science researchers with decades of combined academic and industry experience.
Retain, Grow, Acquire, Data Validation, and Compliance agents that deliver value from day one — no months of custom development.
Cloud or on-prem — meets your clients where their data lives.
APIs and MCP tools that connect to your existing stack, not replace it.
Continuously monitor for data quality and drift, prioritizing maintenance efforts and catching problems before they happen.
Continuous documentation of bias, accuracy, and model drift — keeping you audit-ready at all times.
Your advisors manage hundreds of relationships. TAZI tells them which 10 clients to call today, what to discuss, and which prospects match your ideal client profile — so they spend time where it drives the most AUM growth.
AIFintech100 
Finovate Best of Show 
CAFE Accelerator 
Rev Tech Labs Accelerator 
Mass Challenge Boston "Our TAZI AI attrition prediction solution has been instrumental in reducing customer churn and enhancing our team’s capabilities. The insights and skills gained have set us up for future AI-driven initiatives that will continue to elevate our customer experience."
CEO Wealth Management Firm
See how TAZI's grounded agents deliver validated actions on your institution's own data.
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