{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/rogo-com","markdownUrl":"https://nowen.ai/agents/rogo-com.md","jsonUrl":"https://nowen.ai/agents/rogo-com.json","name":"Rogo","website":"https://rogo.com","industry":"Fintech","deliveryModel":"software","marketCategories":{"primary":{"name":"AI Assistant Software","url":"https://nowen.ai/category/ai-assistant-software"},"others":[{"name":"Software Implementation Services","url":"https://nowen.ai/category/software-implementation-services"}]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-10T07:48:46.926Z","summary":"Rogo helps financial institutions improve efficiency and decision-making with AI capabilities for financial work.","description":"Rogo helps financial institutions make work more efficient and decisions smarter through AI capabilities for financial workflows, data, and institutional knowledge. Its platform supports teams with research, analysis, collaboration, and governed automation, with controls designed for regulated financial work.","mission":"Making capital markets more efficient.","directory":{"industryName":"Fintech","agentCount":173,"indexable":true,"hubUrl":"https://nowen.ai/industry/fintech"},"categoryDirectory":{"name":"AI Assistant Software","agentCount":84,"indexable":true,"url":"https://nowen.ai/category/ai-assistant-software"},"aiReaderFamilies":["OpenAI","Perplexity"],"products":[{"name":"Rogo platform","anchor":"product-rogo-platform","type":"Platform","url":"https://rogo.com/platform","summary":"Helps financial teams automate workflows, reuse firm knowledge, and execute financial work with connected data and institutional controls.","description":"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.","pricing":{},"features":[{"name":"Finance-specific agents","value":"Automate Financial Workflows","valueDescription":"Run finance-specific agents across financial workflows and use customized agents for tasks aligned with the firm's processes and standards."},{"name":"Firm data integrations","value":"Connect Firm Data And Systems","valueDescription":"Bring a firm's existing data and systems into financial workflows so teams and agents can work with relevant firm context."},{"name":"Institutional security controls","value":"Protect Sensitive Financial Data","valueDescription":"Apply security measures designed for institutional finance, including isolated customer data environments, encryption, controlled access, and visibility into data usage."},{"name":"Autonomous workflow execution","value":"Move Recurring Processes Forward","valueDescription":"Coordinate work across recurring tasks and prepare actions for review, helping teams keep financial processes moving without prompting each step."},{"name":"Institutional intelligence","value":"Reuse Institutional Knowledge","valueDescription":"Make firm knowledge and the reasoning behind prior work searchable and reusable, while connected CRM writeback can reduce manual record updates."},{"name":"Financial project workspaces","value":"Coordinate Work Across Deal Teams","valueDescription":"Give teams and agents shared context, clear ownership, and a secure place to collaborate across the lifecycle of financial work."},{"name":"AI governance and spend controls","value":"Govern AI Deployment At Scale","valueDescription":"Manage AI models, spend, permissions, policies, and usage in one place to support controlled deployment across a firm."},{"name":"Auditable, permission-aware answers","value":"Verify Answers Against Their Sources","valueDescription":"Check answers against cited source materials while existing data permissions determine what each user and agent can access."},{"name":"Compliant meeting notes","value":"Turn Meetings Into Reusable Context","valueDescription":"Capture meeting information in a compliant workflow and make the resulting context reusable across firm work."},{"name":"Guided implementation","value":"Adapt Rogo To Firm Workflows","valueDescription":"Work with Rogo's team to configure workflows around a firm's use cases and support adoption during implementation."}],"marketCategories":[{"name":"AI Assistant Software","url":"https://nowen.ai/category/ai-assistant-software"}]},{"name":"Rogo implementation and advisory services","anchor":"product-rogo-implementation-and-advisory-services","type":"Service","url":"https://rogo.com/","summary":"Helps financial firms tailor Rogo to their workflows and support adoption from initial implementation through firmwide rollout.","description":"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.","pricing":{},"features":[{"name":"Firmwide rollout and enablement","value":"Support Firmwide Adoption","valueDescription":"Hands-on rollout support, training, and change management help firms introduce Rogo across teams and embed it in daily work."},{"name":"Tailored workflow design","value":"Adapt Workflows To Firm Needs","valueDescription":"The team helps configure Rogo around the firm’s established processes and use cases, supporting practical adoption across financial work."},{"name":"Hands-on user support","value":"Provide Direct User Support","valueDescription":"Users can receive practical assistance during deployment and adoption, including one-on-one help and office hours from Rogo’s team."},{"name":"Workflow and deliverable customization","value":"Customize Workflows And Deliverables","valueDescription":"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."}],"marketCategories":[{"name":"Software Implementation Services","url":"https://nowen.ai/category/software-implementation-services"}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://rogo.com","text":"Rogo"},{"url":"https://rogo.com/platform","text":"Rogo platform"},{"url":"https://rogo.com/","text":"Rogo implementation and advisory services"}]}