Rogo is an AI platform that provides financial institutions with AI agents to automate workflows, analyze market data, and generate institutional-grade outputs.
Rogo is an AI partner specifically designed for leading financial institutions. It offers AI agents that understand complex financial workflows and execute end-to-end tasks across deals and investments. The platform is built by a team with domain expertise in finance, ensuring its models and functionalities are tailored to the nuances of high-finance operations. The platform integrates directly into a firm’s existing systems and data sources, including SharePoint, CRM, market data platforms, filings, research, and proprietary sources. Rogo generates auditable Excel models, investment memos, diligence materials, and slide decks that meet institutional standards. Each deployment is custom-tailored to the specific needs of the firm, supported by enterprise-grade security and a partnership model with ex-finance professionals. Rogo aims to boost productivity, reduce risk, and create more capacity for bankers to focus on client relationships and strategic advisory. It is used by over 35,000 bankers and investors across more than 250 institutions, processing over 50,000 daily queries.
Integrations: SharePoint, CRM, Market data platforms, Proprietary data sources
Platforms: Web
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