Revolutionizing Financial Services with AI: The Launch of Financegpt
In 2025, financial institutions encountered numerous obstacles, particularly in adapting to the digital age and fulfilling customer expectations. In response to these unique challenges, a Zurich-based vertical AI company has developed Financegpt—a specialized agentic AI platform tailored for the financial sector. This innovative platform utilizes artificial intelligence to automate administrative tasks for customer advisors, allowing them to reclaim over two hours of manual work each week.
Funding Success and Global Ambitions
Recently, the startup secured $30 million in a series financing round led by Trading and DN Capital, alongside consistent support from existing seed investors such as VI Partners and Pictet Group. This funding will expedite product development and facilitate unique global expansion plans, with a particular focus on the United States.
Vision for Future Innovation
With a total funding amounting to $53 million, although evaluation details remain unclear, CEO Manuel Grenacher stated, “This funding will immensely propel our global expansion efforts, enhancing our capability to deploy agent solutions for our clients. As a leader in vertical AI, we aim to revolutionize the financial services industry and, backed by our investors, pilot the next wave of innovation.”
A Unique Approach to Remote Sales Excellence
Founded in 2021 by Manuel Grenacher, Andreas Hauri, PhD, and Michelle Heppler, the company addresses the challenges faced by sales teams in remote and hybrid work environments. Financegpt streamlines operations through automation, enhances customer relationships, refines sales processes, simplifies access to information, and ensures compliance.
The Rise of Agentic AI in Fintech
The advent of agentic AI in the fintech sector marks a significant trend poised to reshape financial services in 2025. Differing from conventional generative AI, agentic AI emphasizes decision-making, collaboration, and autonomous learning. Grenacher highlights the difficulties sales teams face in remote settings, often feeling detached from clients, colleagues, and team leaders, making meaningful connections challenging.
Adoption and Impact of Financegpt
Financegpt has already gained traction with leading firms managing over $2.3 billion in assets, including Pictet Group, UBP, and LGT Private Banking, among others. Notably, Pictet Group has integrated the platform for 6,000 employees, reporting efficiency gains of roughly two hours per week per individual. According to a Citi GPS report, human relationships remain critical to customer interactions while the platform effectively filters investment products and streamlines related tasks.
Financegpt: Out-of-the-Box Agentic AI Solutions
Entering a competitive landscape with established players such as Axyon AI and Forward, Financegpt’s distinct focus on agentic AI for customer advisors sets it apart. The platform automates the manual workload for these advisors, saving approximately two hours and 20 minutes weekly. It enhances the research, compliance, and efficiency of Know Your Customer (KYC) processes, delivering tangible results for 30,000 financial professionals.
Enhancing Client Relationships through Intelligent Conversation Analysis
Utilizing AI to analyze conversations, Financegpt provides real-time insights and coaching for sales teams. This empowers them to secure more offers and foster lasting client partnerships. Developed in collaboration with Pictet Group, the platform ensures transparent access to vital internal information while adhering to regulatory compliance and risk management standards required by financial institutions.
By addressing the challenges faced by financial institutions, Financegpt aims to boost productivity, elevate customer service, and enhance competitiveness in an increasingly digital and AI-driven marketplace. Guy Ward Thomas, partner at DN Capital, stated, “DN Capital is committed to investing in business software for financial services. Financegpt meets the urgent demand from banks and asset managers for comprehensive and precise agent solutions, and we are excited to support the company in its international growth trajectory.”