Four components, built for financial work
Gemini Enterprise for Financial Services delivers an integrated, secure environment configured for rapid deployment with four core components:
1. Purpose-built financial skills. Skills are reusable packages of instructions and context that teach an agent to run a specialized task the way your institution runs it — applying custom formatting to a report, pulling a specific data cut, following a defined research methodology. They are available inside the Financial Research agent and to any agent your teams build.
2. Secure Model Context Protocol (MCP) connectors. Direct integrations, using MCP, into essential financial platforms and licensed data sources, configured inside your own environment. Access stays bound by the entitlements you already maintain — licensed data stays licensed, and permissioned data stays permissioned.
3. Agents that act. At its core is the Financial Research agent which is a Google-built, Google-managed agent that runs end-to-end research with full explainability. It ships with more than 50 foundational skills and exposes its reasoning through confidence scores, explicit methodologies, data snapshots for auditing, and precise source citations. Analysts can use it directly in the Gemini Enterprise app or wire it into existing agent workflows through Agent-to-Agent (A2A) APIs, and it connects to enterprise data sources over MCP to produce reports and documents in the formats your teams already use. Alongside it, out-of-the-box partner agents cover other workflows and extend the capabilities further.
4. An open partner ecosystem. Scale with global systems integrators and specialized fintech providers including 66degrees, Accenture, Artefact, Capgemini, Cognizant, Deloitte, Genpact, GFT Technologies, Infosys, KPMG, PwC, Quantiphi, Slalom, Tribe AI, and Zencore to customize and integrate the platform into your own architecture, without vendor lock-in.
Running underneath: a governed control plane. A single dashboard for IT and risk teams that natively enforces security policies (VPC, CMEK), maintains private data isolation, and holds every output to verifiable grounding with traceable citations.
Unlocking high-value workflows with domain-specific skills
Whether used by private equity specialists, wealth managers, or compliance teams, the solution adapts to diverse workflows like credit risk assessment, portfolio monitoring, market news synthesis, and investigative financial research:
- Elevate advisor insights: Equips relationship managers and advisors with AI-generated insights, personalized recommendations, and tailored artifacts, enabling higher-quality conversations and fostering loyalty.
- Deepen Know Your Customer (KYC) research and analysis: Modernizes onboarding and Know Your Customer (KYC) workflows across private banking and prime brokerage by using multi-format ingestion (PDFs, Excel, SEC filings) to map complex corporate hierarchies, evaluate risk personas, and resolve ultimate beneficial owners (UBOs).
- Enhance portfolio resilience: Helps trading desks deal with sudden macroeconomic shocks. It reduces complex bond portfolio risk exposure analysis to a sub-5-minute execution, complete with automated duration-hedging strategy suggestions.
- Uncover credit market opportunities: Transforms credit data into actionable trade ideas by identifying and isolating potential mispricings. This enables teams to expand trading volumes while lowering back-office risk and underwriting latency.
- Accelerate bond issuance: Compresses client pitch presentation timelines from days to minutes so that fixed-income and underwriting teams can proactively target prospects, increase deal capacity, and secure a crucial first-mover advantage to help win more business.
Open ecosystem of connectors across the financial technology stack
Gemini Enterprise connects directly to core financial systems via secure MCP connectors. Access is bound by existing role-based controls, ensuring verifiable grounding and precise source citations:
Productivity and collaboration:
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Google Workspace: Enables seamless analysis and live artifact generation across Docs, Sheets, and Slides while adhering to enterprise DLP policies.
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Microsoft 365: Integrates directly with Excel, Word, and PowerPoint to populate financial models, research memos, and client pitch decks.
Market data and financial fundamentals:
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Daloopa: Provides the structured, source-linked financial data layer that enables finance professionals and AI tools to produce accurate and auditable results.
- FactSet: Enables secure, authorized access to FactSet’s multi-asset class financial and non-financial datasets, powering reliable AI-driven workflows with fully auditable, compliant insights.
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Finnhub: Provides real-time financial APIs, global fundamentals, and earnings call transcripts for in-depth financial research.
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Fiscal.ai: Delivers institutional-grade financial data within minutes of earnings, covering financials, news, ownership, segments & KPIs, filings, and earnings call transcripts.
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Guidepoint: Connects to primary research insights and expert network transcripts to inform and validate investment theses.
- S&P Global: Integrates cited, verifiable S&P Global data for a range of workflows, from financial analysis, to peer benchmarking, industry research, and more.
Risk, ratings, and private markets:
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Moody’s: Brings ratings, default risk models, and real time news fused into one lens for counterparty risk assessment.
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MSCI: Connects to proprietary indexes, data and models spanning public and private assets and also provides risk analytics and factor exposures.
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PitchBook: Provides comprehensive data and research on private equity, venture capital, credit, M&A, and public markets, including, company financials, deal terms, valuations, and fund performance.
Regulatory and corporate records:
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SEC Edgar: Delivers instant, verifiable retrieval of statutory filings, 10-Ks, 10-Qs, and 8-Ks with precise citation mapping.
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Dun & Bradstreet: Accelerates commercial onboarding and KYB verification through direct access to global corporate hierarchy records.
Digital assets and indices:
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CoinDesk Data and Indices: Supplies institutional-grade digital asset pricing, benchmark indices, and crypto market intelligence for multi-asset strategies.
