AI Agents Built for Financial Markets

No generic solutions. Each agent is a digital specialist created for a critical area: investments, personalized offers, compliance, risk, and back-office.

Part of
NVIDIA Inception Program
Microsoft for Startups

Why vertical agents work better

Generic AIs try to do everything, but deliver little. Our vertical agents master each function thoroughly. Result: extreme efficiency, guaranteed compliance, and proven ROI.

Extreme Specialization

Each agent is a digital specialist created specifically for a function: investments, offer personalization, compliance, risk, and back-office.

Deep knowledge in each vertical

Regulatory Knowledge

Each agent is born with deep knowledge of specific regulations in its area. SEC, FINRA, and federal requirements.

Native compliance, not added

Total Explainability

Every decision is justified and auditable. Our agents explain the reasoning behind each recommendation.

Total transparency for regulators

Intelligent Scalability

Each specialist can be replicated and adapted for different institutions and needs.

Flexible adaptation for your operation

Measurable Results

Our agents deliver concrete results from the first month. Focus on metrics that matter for your business.

ROI based on real results
Efficiency increase
Time reduction
Revenue growth

Enterprise AI Solutions

Purpose-built agents that integrate seamlessly with your existing infrastructure

Virtual Investment Advisor
Specialized Product

Virtual Investment Advisor

Specialized investment product that deeply understands SEC regulations. Analyzes profiles, recommends products, monitors portfolios and ensures total compliance. Ready for immediate implementation.

Custom agents
Custom Development

Custom Agent

We develop specialized agents tailored to your institution's specific needs. Each product is created from scratch, trained with your data and integrated into your systems. Total specialization for your operation.

Success story

How W2+ Investimentos solved platform complexity for their users

The problem: Users didn't understand the platform mechanics and missed opportunities. The solution: AI agent that guides and automatically configures. The result: -70% abandonment, +85% opportunities seized, 98% satisfaction.

W2+ Investimentos

Investment fintech

The Real Problem

Users often didn't understand platform mechanics or missed investment opportunities due to inability to properly configure investment agents. Platform complexity generated frustration and customer abandonment.

The Solution

We developed an AI agent that completely simplifies the user experience. The agent guides clients step by step, automatically configures investment parameters, and clearly explains every recommendation. Users no longer need to understand complex mechanics - the agent does everything for them.

The Results

-70% Abandonment
+85% Opportunities seized
98% Satisfaction

"The agent built by AIQGEN greatly simplified the user's life. Before, our clients got lost on the platform and missed opportunities. Now, the agent guides every step and configures everything automatically. Our clients finally manage to take advantage of all investment opportunities."

JS

João Silva

CTO, W2+ Investimentos

Pricing

Results-based pricing

You only pay when you see real results. No upfront investment, no fixed monthly fee. Our pricing is success-based, tied to revenue increase or cost reduction.

Pay only for success

You invest zero. We invest in implementation. You pay only a percentage of the result obtained.

% of Results Achieved
  • ✅ Zero upfront investment
  • ✅ Free implementation
  • ✅ 24/7 support
  • ✅ SEC, FINRA and federal compliance included
  • ✅ Real-time performance reports
  • ✅ Customized agents for your institution

How does it work?

1

Free analysis

We identify improvement opportunities and define success metrics. No commitment.

2

Cost-free implementation

We develop and implement the AI agent specific to your need. You pay nothing.

3

Results measurement

We track revenue increase or cost reduction in real-time. Total transparency.

4

Payment for success

You pay only a percentage of the result obtained. If there's no result, you pay nothing.

Investment Opportunity

Join the AI revolution for financial markets

AIQGEN is shaping the future of financial institutions with specialized AI agents. We seek strategic investors who share our vision of transforming the sector through vertical artificial intelligence.

Why invest in AIQGEN?

Explosive Market Growth

The AI market in the financial sector is expanding rapidly. Financial institutions need specialized solutions, not generic ones. Our vertical agents approach addresses this critical demand.

Proven Business Model

We operate with success-based pricing tied to client results. This creates perfect incentive alignment: we only win when our clients win. We have active clients and validated success stories.

Acceleration Programs

We are part of NVIDIA Inception Program and Microsoft for Startups, with access to cutting-edge infrastructure, mentorship, and global network of partners and investors.

Specialized Team

Team with combined experience in AI, software development, and financial markets. Deep knowledge of regulations (SEC, FINRA, federal requirements) and sector needs.

How investment works

1

Initial Conversation

Contact us to schedule an initial meeting. We'll present our vision, current traction, roadmap, and investment opportunity.

2

Due Diligence

We share complete documentation: business model, financials, client base, technology, and legal structure.

3

Structuring

We define investment terms: valuation, equity stake, rights, and governance. Transparent and professional process.

4

Strategic Partnership

More than capital, we seek partners who add value: network, market experience, and strategic vision.

Note: This is a private company investment opportunity. We are in growth stage and seek qualified investors who understand the risk and potential of technology startups in the financial sector.

Strategic content for leaders and investors

Why the future of financial markets will be verticalized with AI?

Why the future of financial markets will be verticalized with AI?

The future won't be generic: discover why only vertical AI agents will be able to meet the complexity of finance. (Sep, 2025)
Read full article →
From raw data to real value

From raw data to real value: how AI agents transform Open Finance into opportunities

Understand how verticalized AI agents use Open Finance data to generate personalization, efficiency, and new revenue streams. (Sep, 2025)
Read full article →
Virtual investment advisor

Virtual investment advisor: how to increase revenue without multiplying team

Discover how verticalized AI agents expand revenue, personalize offers, and scale service without inflating your team (Sep, 2025)
Read full article →
Financial institution in 2030

From banks to agent factories: how financial institutions will be in 2030

A prospective look at the structural transformation of the sector. (Sep, 2025)
Read full article →

Ready to transform your financial institution?

Schedule a personalized demonstration and discover how our AI agents can revolutionize your operation.

Frequently asked questions

Implementation and operation questions

Address your questions about implementation time, agent adaptation, and how our digital specialists can optimize your financial operation.

What are vertical AI agents?
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Talk to us

Questions about our AI agents? Contact us: contact@aiqgen.com

Talk to us

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