재정 서비스 조직을 위한 GURU
재정팀을 위한 더 스마트한 답변
Guru는 확인된 지식을 제공하여 팀이 더 빠르고 확신을 가지고 움직일 수 있도록 지원합니다.
수천 개 회사에 신뢰받는
검색을 줄이세요. 중요한 것을 찾으세요.
정책에서 보고서까지의 답변--파고들지 않아도 됩니다.
확신을 가지고 규정 준수하세요
항상 최신이고 쉽게 찾을 수 있는 확인된 정보.
재정 직원을 더 빨리 온보딩하세요
성실성을 가지고 제 1일부터 신뢰할 수 있는 지식, 지침 없이
모든 앱에서의 답변
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찾기, 문서화, 공유하기 위한 한 플랫폼
모든 도구에서 똑똑하게 작업하세요
CRMs, 스프레드시트, 이메일과 같은 금융 시스템에 연결된 Guru가 팀이 작업하는 곳에서 빠르고 신뢰할 수 있는 답변을 제공합니다.
Guru works alongside:
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작업에 따라 세밀하게 조정되는 정확성
지식 에이전트는 누가 왜 묻는지를 이해하여 모든 응답을 개인화하며, 규정 준수, 고객 인사이트, 승인 영역에 이상적입니다.
조정되고 접근 가능한 문서
Guru에서 주요 콘텐츠를 초안 작성, 수정, 정제하거나 다른 시스템에서 가져옵니다. 언어를 명확히 하고 모든 것을 정확하게 유지하는 데 도움이 되는 AI
중요한 때, 중요한 것을 공유하기
팀 또는 계정을 위한 중앙 집중식 페이지 생성 규정 변경과 같은 긴급한 업데이트를 전송하고 확인하세요.
브라우저 확장프로그램
CRM, 거래 플랫폼 또는 규정 포털에서 중요한 정보에 항상 액세스할 수 있도록 탭을 전환할 필요 없이.
검증
SMEs가 콘텐츠를 검토하도록 자동으로 알림을 설정하여 직원이 접근하는 정보가 신뢰할 수 있고 최신인지 확인합니다.
Knowledge triggers
Proactively surface info exactly when and where teams need it, helping them avoid errors and solve problems before they even arise.
Role-based access control
Users only see (and get AI-powered answers from) content they already have access to, keeping information secure.
Unlock potential across finance roles
Compliance Officers
Financial Analysts & Risk Managers
Client Services & Wealth Management Teams
Finance Operations & Internal Audit Teams
Director of Data Strategy and Analytics
Advertising services | 501-1K employees
VP of GTM
Information technology and services | 201-500 employees
Human Resources and Support
iGaming Technology | 501-1K employees
Training Manager
Insurance | 201-500 employees
Marketing Director
Internet | 1-10 employees
“It makes creating, sharing, and organizing documentation easy. This is important for building redudancy within a team so that when one member is out another member can cover using the Guru cards.”
Marketing Operations Manager
Mid-Market | 51-1000 employees
“Our business scaled by 2x in the 1st month of Guru subscription because of no hassle and workload confusions.”
Marketing Manager
Marketing and Advertising
“I can't imagine working in my role without Guru, as it is a constant guiding light, especially in a profession like mine where the norms do change and we need to follow the regulations as a regulated bank.”
Customer operations
Banking | 5001-10,000 employees
“Guru is a game-changer for every employee in every department. Everyone has questions that arise during the day and asking those questions takes others away from their job and out of their flow. When every question has an answer in Guru it increases productivity.”
VP of Sales
E-Learning Technology | 11-50 employees
“I love that it empowers employees to figure out questions, as well as make it easy to fill gaps where questions are still being asked.”
Compliance Manager
Consumer Services
“Our business was streamlined like never before in just 2 months.”
Marketing Manager
Marketing and Advertising
“Guru has become our company’s internal “knowledge hub”. We have folks from all departments using Guru to share teaching materials as well as basic troubleshooting tips and tricks.”
CEO
Broadcast Media
“Teams I’ve worked with have adopted this quickly and found value in the platform almost immediately.”
VP of Customer Success
Professional Training and Coaching
“Guru has a phenomenal integartion section for all my team’s tools. At the click of their mouse, they can get all of the answers to their questions effortlessly, regardless of where they are in the processes.”
Customer Support Manager
Mid-market | 51-1000 employess
“We use Guru to streamline operations and make information handy for our various teams. Prior to Guru, a lot of information and processes were held in someone’s head.”
GM Finance & Accounting
IT services
“Google Docs is very limited and truly a nightmare to locate information once it’s been lost in the Google Doc abyss. Guru has helped us not only find our lost data, but make sure the data is up to date and helpful for our respective teams.”
Support Manager
FinTech | 50-200 employees
“It allows our team to communicate company-wide changes.”
Head of HR
Writing and Editing | 11-50 employees
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