
turn your data into DECISIONS
Generative AI for Financial Services
- Accurate, verifiable answers
- Connected to your organizational systems & data sources
- Available on-prem, or VPC
- Doesn’t train on your data
- Robust audit trails and logging capabilities
- Fine-grained access controls & guardrails
Why Legion
Accelerate decision-making, reduce operational costs, and enhance client experiences by securely deploying GenAI across internal data, workflows, and customer interactions.
Integrate With the Systems You Use Every Day

Secure AI Driving Better, Faster Results
3.7×
ROI
Achieve 3.7x return or more per dollar spent on GenAI, delivering greater productivity and value for your organization.
Source: Microsoft
40%
Faster Retrieval
Find information up to 40% faster, whether financial disclosures from an index fund, a signed customer agreement, or the payment status of an account, wherever it lives across your organization's data footprint.
Source: Forrester
up to 50%
Faster Documentation
Extract insights from emails, calls, notes and more, reducing document creation time by 30–50%.
Source: BCG
20%
Faster Resolution
Resolve issues quickly and equip teams to achieve 20% more first-time resolutions, boosting customer satisfaction.
Source: McKinsey



Delight Your Customers
Equip your teams to deliver fast, accurate answers to customer inquiries by ensuring they have seamless access to your organizational data at their fingertips.

Become an Instant Expert
Enable quick, customized summaries of financial products across your organization, then allow your teams to compare or dig deeper with natural language.

Retain Institutional Knowledge
Your best employee's insights and work shouldn't leave the company when they do. Arm your workforce with decades of experience via AI Assistants.

Drive Innovation
Consolidate diverse information sources and rapidly process financial data, news, and market trends to generate actionable business intelligence—in real time.

Democratize Data
Become a data-driven organization without everyone needing to be a data expert. Legion enables even your least tech-savvy employees to run SQL queries—without realizing it.