Rogo

Helps financial teams automate workflows, reuse firm knowledge, and execute financial work with connected data and institutional controls.

Helps financial firms tailor Rogo to their workflows and support adoption from initial implementation through firmwide rollout.

Rogo platform

Rogo is a financial AI platform for financial institutions that combines finance-specific agents, connected data, institutional knowledge, shared project workspaces, meeting notes, and governance controls. It supports end-to-end financial workflows, from research and analysis to deal execution, using a firm's existing data and processes. The platform provides cited answers, permission-aware access, and security controls designed for institutional finance, with guided implementation to adapt Rogo to how each firm works.

Category: AI Assistant Software

• Automate Financial Workflows
  Run finance-specific agents across financial workflows and use customized agents for tasks aligned with the firm's processes and standards.
• Connect Firm Data And Systems
  Bring a firm's existing data and systems into financial workflows so teams and agents can work with relevant firm context.
• Protect Sensitive Financial Data
  Apply security measures designed for institutional finance, including isolated customer data environments, encryption, controlled access, and visibility into data usage.
• Move Recurring Processes Forward
  Coordinate work across recurring tasks and prepare actions for review, helping teams keep financial processes moving without prompting each step.
• Reuse Institutional Knowledge
  Make firm knowledge and the reasoning behind prior work searchable and reusable, while connected CRM writeback can reduce manual record updates.
• Coordinate Work Across Deal Teams
  Give teams and agents shared context, clear ownership, and a secure place to collaborate across the lifecycle of financial work.
• Govern AI Deployment At Scale
  Manage AI models, spend, permissions, policies, and usage in one place to support controlled deployment across a firm.
• Verify Answers Against Their Sources
  Check answers against cited source materials while existing data permissions determine what each user and agent can access.
• Turn Meetings Into Reusable Context
  Capture meeting information in a compliant workflow and make the resulting context reusable across firm work.
• Adapt Rogo To Firm Workflows
  Work with Rogo's team to configure workflows around a firm's use cases and support adoption during implementation.

Rogo implementation and advisory services

Rogo’s implementation and advisory services provide a high-touch partnership for deploying its financial AI platform. Former bankers, investors, and other financial services professionals work alongside customer teams from day one through firmwide rollout. They help tailor Rogo to existing processes and financial use cases, support change management and user adoption, and provide training, office hours, and direct user support.

Category: Software Implementation Services

• Support Firmwide Adoption
  Hands-on rollout support, training, and change management help firms introduce Rogo across teams and embed it in daily work.
• Adapt Workflows To Firm Needs
  The team helps configure Rogo around the firm’s established processes and use cases, supporting practical adoption across financial work.
• Provide Direct User Support
  Users can receive practical assistance during deployment and adoption, including one-on-one help and office hours from Rogo’s team.
• Customize Workflows And Deliverables
  Firms can work with Rogo to adapt workflows and output formats to their use cases and house standards, with reported improvements made in response to user feedback.