Deep reasoning agents that find opportunities buried in your data.
Built for finance
DEEP REASONING FOR FINANCE
AI agents enrich your data, find market signals and apply deep financial reasoning to grow your qualified pipeline.
THE PROBLEM
RMs spend 65% of their time on internal tasks while high-value clients slip through the cracks. Liquidity issues go undetected. Attrition signals are missed. Wallet share erodes – gradually, and then all at once
MUTLI-AGENT COLLAB
Quantuma synthesizes your banking data with external signals to surface revenue opportunities automatically
Aggregate data across news, SEC & UCC Filings, payments and lending
Enrich with firmographics and market intelligence
Analyze patterns, understand pain-points and score product opportunities
Deliver next best actions directly to RMs in Salesforce and Teams
INTEGRATIONS
Quantuma lives inside Salesforce and Teams. Priority alerts, next-best actions, and client insights surface automatically – no context switching, no separate dashboards to check
LEARN MORE
Security & Data protection
