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About

Farsight AI is an AI-driven financial workflow automation platform built to help investment banking, private equity, hedge funds, wealth management, and other finance teams automate and accelerate core, high-value work that historically has been manual, repetitive, and time-consuming. It uses advanced AI agents to generate complete, client-ready deliverables, including valuation models, pitch decks, investment committee memoranda, research write-ups, buyer and seller lists, and strategic insights, tailored to a firm’s historical work style, brand, and voice rather than producing generic fragments. Farsight automates end-to-end workflows directly inside familiar tools like Excel, PowerPoint, and Outlook, cutting hours or days of manual formatting, data assembly, and drafting down to minutes while preserving institutional standards and security.

About

Digitising and streamlining your processes to achieve operational efficiency that anticipates your clients’ needs. Automated and streamlined processes give private bankers and wealth managers the flexibility to tailor their services to their customers’ needs. Providing options for alternative investments (REITs, SRIs, ESG investing, private equity, philanthropy, cryptocurrencies, etc.) is key to customer retention and acquisition in a market landscape where opportunities for diversified investment services evolve quickly. The relationship between clients and wealth managers has changed profoundly as face-to-face interaction is no longer the preferred option. However, bespoke investment recommendations, based on risk profiling, life goals and preferences, remain a high-value requirement. Providing sophisticated and personalised omnichannel digital services throughout the customer lifecycle has become crucial to meeting their convenience and time-saving expectations.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Finance professionals and teams that want to automate complex financial workflows and produce high-quality deliverables faster and more efficiently

Audience

Banking solution for financial institutions

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Farsight
Founded: 2022
United States
www.farsight-ai.com

Company Information

ERI
Founded: 1989
Switzerland
www.olympicbankingsystem.com

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BITA Risk

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FundCount

FundCount

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Categories

Categories

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Integrations

Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint

Integrations

Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Claim Farsight and update features and information
Claim Farsight and update features and information
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Claim OLYMPIC Banking System and update features and information