Kenley
AI agents for consulting and financial-advisory firms that codify processes to produce client-ready materials.
What it does
Now branded Kenley, this platform provides custom AI agents for advisory and financial-services firms. Teams codify their processes as reusable agents that generate client-ready materials grounded in firm knowledge, templates and style guides, with Office add-ins for PowerPoint, Word and Excel.
Core features
Reusable workflow agents
Firm-grounded material generation
PowerPoint/Word/Excel add-ins
Specialized sector agents
Data governance and access controls
SOC 2 Type II compliance
Best for
→Strategy-consulting proposals and delivery
→Life-sciences market/asset assessments
→Investment-banking pitchbooks
→Automating repetitive research work