Financial services

Melorite

Discover why the world’s most forward-leaning banking, insurance, and investment firms are creating expert AI agents on Sana.

Connected workflows
for financial services teams

“With Sana, we’re creating assistants to accelerate everything from deal analysis to portfolio reviews, transforming the way our investment teams operate.”

Henrik CederChief Digital Officer, Norvestor

Leading investment firm automates compliant audits

70%

time savings

Key benefits

Analytical superpowers at everyone’s fingertips

Accelerate deal sourcing and prospecting

With integrations to your data platforms and CRM, your AI agents can identify potential companies, update prospect data, and help you identify potential deals by synthesizing research and competitor analysis.

Optimize and automate deal due diligence

Ask your assistants to search, extract, and synthesize data from structured and unstructured data sources like earnings calls and market reports. Or analyze entire data room files.

Level up portfolio and performance monitoring

Save time on everything from sentiment analysis and comps tracking to reports for portfolio companies. Your assistants can review and summarize performance changes in real time, on your behalf.

Streamline investor relations and fundraising

Cut the communication burden. With secure access to multiple data sources, your assistants can automatically generate tailored investor memos and complete everything from DDQs to RFPs.

Enhance compliance and regulatory oversight

Let your agents scan, summarize, and compare complex regulatory documents. They can track changes across versions, highlight key updates, and synthesize insights, so your compliance team can focus on action instead of paperwork.

Connected ecosystem

Connect your business apps to
the tools your teams rely on

See all integrations

Microsoft Teams

Microsoft Sharepoint

Microsoft Outlook

Slack

Google Drive

Box

Dropbox

AAffinity

PPitchbook

CCapIQ (S&P)

DDealCloud

QQuartr

Built around your financial services workflows.

A flexible platform foundation with the controls and support your organisation needs.

Enterprise-grade security,
privacy, and support

Security and data privacy

✓ No training on your data
✓ Domain verification, SAML, SSO, & SCIM
✓ SOC 2 Type 1 compliance
✓ ISO 27001 certified
✓ GDPR compliant
✓ Data encrypted at rest with AES 256 and in transit with TLS 1.2+
✓ Advanced admin controls

AI expertise

✓ Azure, Anthropic, Cohere, OpenAI, and self-hosted models
✓ Knowledge verification settings
✓ User-generated feedback on responses
✓ Analytics dashboard for monitoring usage and responses
✓ API access for building your own integrations
✓ Dedicated success team, priority support, and SLA
✓ AI strategy consulting and integration guidance
✓ Tailored onboarding and change management support

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FAQ

Melorite is a unified, modular business platform. It brings together connected apps for core functions such as sales, finance, people, operations, support, documents, automation, analytics, and collaboration.

Yes. Organisations can begin with the app that solves their immediate need, then add more Melorite apps as their teams, processes, and reporting requirements grow.

Melorite apps are designed to share data and workflows, helping teams work from connected information instead of moving between disconnected tools and manual handoffs.

Yes. Melorite can be configured around the terminology, processes, controls, and operational needs of sectors such as real estate, healthcare, education, professional services, retail, manufacturing, hospitality, recruitment, and logistics.

Melorite supports connected workflows with the systems your organisation already relies on, helping you bring business information into a more unified operating environment.

Role-based access and administrative controls can be configured to reflect how your organisation works, so people see the business information and workflows relevant to their responsibilities.

Melorite is designed to scale from focused team use to a complete suite of connected business applications used across an entire organisation.

Get in touch

We’d love to see how we can help.