# Agentic AI for Financial Services - Accurate, verifiable answers - Connected to your organizational systems & data sources - Available on-prem, or VPC, or air-gapped - Doesn’t train on your data - Robust audit trails and logging capabilities - Fine-grained access controls & guardrails [Get a Demo](/content/contact/index.html) ## Why Legion Connects your financial systems, ERP, CRM, core banking, and document stores, so teams can surface information and execute workflows without switching tools. Deployed on-prem or VPC, with no data leaving your environment. ## Integrate With the Systems You Use Every Day - - - - - - - - - ## What AI Execution Delivers for Financial Services ### 3.7× #### ROI Achieve 3.7x return or more per dollar invested in AI, delivering measurable productivity gains across operations. Source: [Microsoft](https://news.microsoft.com/en-xm/2025/01/14/generative-ai-delivering-substantial-roi-to-businesses-integrating-the-technology-across-operations-microsoft-sponsored-idc-report/) ### 40% #### Faster Retrieval Find information up to 40% faster, whether financial disclosures from an index fund, a signed customer agreement, or the payment status of an account, wherever it lives across your organization's data footprint. Source: [Forrester](https://www.forrester.com/blogs/forresters-guide-to-retrieval-augmented-generation-rag/) ### up to 50% #### Faster Documentation Extract insights from emails, calls, notes and more, reducing document creation time by 30–50%. Source: [BCG](https://www.bcg.com/publications/2025/gen-ai-can-revolutionize-erp-transformations) ### 20% #### Faster Resolution Resolve issues quickly and equip teams to achieve 20% more first-time resolutions, boosting customer satisfaction. Source: [McKinsey](https://www.mckinsey.com/capabilities/operations/our-insights/from-promising-to-productive-real-results-from-gen-ai-in-services) ## Give Every Client-Facing Team the Right Answer, Fast Equip teams to respond to client inquiries accurately and quickly by giving them seamless access to the information they need, across every connected system. ## Become an Instant Expert Enable quick, customized summaries of financial products across your organization, then allow your teams to compare or dig deeper with natural language. ## Retain Institutional Knowledge Regulatory expertise, product knowledge, and client history shouldn't walk out the door when your top performers do. Make institutional knowledge accessible to every team member who needs it. ## Stay Ahead of Market Movements Process financial data, news, and market trends across connected sources to surface insights faster, so teams spend time on decisions, not on hunting for information. ## Put Data in Every Team's Hands Advisors and analysts shouldn't need to route requests through a data team. Any team member can query across financial systems, contracts, and client records in plain language, no SQL required. ## Book a Demo Sign up for a demo with our sales team to discover how Legion can help you. [Reach Out](/content/contact/index.html)