AI that Delivers

The right information to the right person
at the right time.​ 

Proven Results@2x

Hyper-Personalized Insights

Tier 1 Financial Institutions using our Unprompted AI have seen a sharp increase in customer and prospect engagement leveraging actionable insights delivered at key moments.

No Prompts@2x-1

Effortless Adoption

Unprompted AI creates personalized insights from your CRM, internal research, and other mission-critical data, delivered to you via a seamless Microsoft Teams experience, all without a prompt.

Trusted by Tier 1 Banks@2x

Enterprise-Grade

Our turn-key enterprise-grade AI is proven and in production, built to be deployed in your cloud tenant so no client data ever leaves the secure environment.  

Detail-AI-Leaders
Unprompted AI for
i

Breakthrough Innovation with Unprompted AI  

Are you looking to fast-track an AI win? Join the ever- growing community of global financial firms using ModuleQ’s patented solution to realize key innovation and transformation wins.

Quantifiable Impact

Industry-tuned, role-specific AI ensures your teams on the front lines are first to call prospects and clients, delivering measurable results such as increased, higher-quality client engagement and greater opportunity volume. 

Accelerate Time to Value

ModuleQ's team has extensive experience with regulated industries and offers comprehensive resources to drive compliance, security, AI governance, and technology approvals.

Meet Users Where They Are

ModuleQ’s solution consolidates information from multiple sources into a single, seamless experience in Microsoft Teams.  The result is boosted user engagement with your firm’s most vital data assets and the elimination of friction and portal fatigue.  

PMA - CRM@2x
44%

more customer touch points

Engage with customers nearly 50% more often, building stronger relationships.

30%

more CRM engagement

Increase user adoption of your CRM system, improving data quality and efficiency.

17%

more opportunities

ModuleQ can help your customer-facing team generate and retain more deals.

Equity Research@2x
Detail-IB
Unprompted AI for
i

Faster, Better, Smarter – The Era of AI-Enablement

A banker’s edge comes from real-time account alerts, market intelligence, and updates about how your colleagues are winning.  Isn’t it time you tilted the odds in your favor? 

Follow the Pulse of Clients/Prospects

Be the first to reach out! Every client interaction is personalized through insights and data, helping foster client trust, and driving long-term business relationships.

Gain a Competitive Edge

Eliminate potential blind spots throughout the deal process by leveraging proactively delivered real-time insights. 

Meet Users Where They Are

ModuleQ’s solution consolidates information from multiple sources into a single, seamless experience in Microsoft Teams.  The result is boosted user engagement with your firm’s most vital data assets and the elimination of friction and portal fatigue.  

LSEG-AI-Alerts (1)-1

ModuleQ has teamed up with LSEG to create LSEG AI Alerts, helping LSEG customers get greater value from their data by surfacing the right information to the right banker at the right moment.

Learn more from LSEG →

Detail-Data
Unprompted AI for
i

Are You Data Rich but Insight Poor?

You invest heavily in your data but does the right information reach your team when it’s needed most?  Valuable information resides in silos across CRMs, market data sources, and internal systems. ModuleQ breaks down these walls and increases the ROI on your data spend.

Eliminate Siloes and Unify your Data Ecosystem

Increase adoption and visibility of information from your CRM, market data, and other first/third-party data sources.

Ensure Front Line Workers are Getting the Right Data

Our AI is always learning, resulting in the highest value data and insights reaching members of your team who need it the most.

Focus on What Really Matters

Ditch the context switching, multiple logins, and a file management system that requires its very own answer key that diverts time and attention.

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