Last updated 06-28-2026
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TAZI AI
TAZI AI is an agentic platform that delivers growth intelligence for banks, credit unions, RIAs, and wealth managers. It deploys autonomous agents that analyze client data to reduce attrition, grow wallet share, and acquire ideal new customers, surfacing prioritized, explainable recommendations your team can act on daily.
Where traditional BI dashboards show what already happened, TAZI tells advisors and relationship managers what to do next. Its Retain, Grow, and Acquire agents each focus on a specific growth lever, ranking who to call, what to offer, and why that action matters based on transaction patterns, engagement signals, and behavioral shifts in your existing data.
The platform deploys on-premises or in a private cloud, runs local LLMs without sending data to third-party providers, and connects to Salesforce, Snowflake, FIS, and 50+ other systems without requiring a data migration. Founded in 2016, TAZI targets regulated financial institutions that need explainable, audit-ready intelligence rather than another static reporting layer.
Retain, Grow, and Acquire agents each target a distinct growth lever
Flags at-risk clients weeks before obvious churn signals appear
Plugs into Salesforce, Snowflake, FIS, and 50+ systems with no data migration
Runs on-premises or private cloud so client data never leaves your walls
AutoML retrains models automatically, no in-house data science team needed
Every recommendation ships with a plain-English reason behind it
Deploys on-premises or in a private cloud with complete data sovereignty.
Pre-built agents and 50+ integrations can deliver first insights in 2 to 4 weeks.
Explainable recommendations show why each client action is suggested, not just who to call.
SOC 2 Type II and HIPAA compliant with local LLM processing built in.
No public pricing; institutions must contact sales for a custom quote.
No self-serve free tier, only personalized demos and qualified proof-of-concept periods.
Built specifically for regulated financial services, not general-purpose business analytics.
What is TAZI AI?
TAZI AI is an agentic platform that delivers growth intelligence for financial services. Its autonomous agents analyze client data to reduce attrition, grow wallet share, and acquire ideal new clients with explainable, prioritized recommendations.
How does TAZI AI differ from traditional analytics tools?
Unlike dashboards and BI tools that show what happened, TAZI AI proactively tells your team what to do next. Its agents continuously monitor data and surface the highest-impact opportunities with explainable recommendations rather than static reports.
Do I need a data science team to use TAZI AI?
No. TAZI AI uses an AutoML engine that builds and maintains predictive models automatically. Your team works with actionable recommendations, not raw models, and no coding or data science expertise is required.
Where does TAZI AI store and process my data?
TAZI AI deploys on-premises or in your private cloud. Your data never leaves your environment, and all AI processing, model training, and inference happen locally within your infrastructure.
How long does TAZI AI implementation take?
Most institutions go from kickoff to first insights in 2 to 4 weeks. TAZI AI offers pre-built connectors for platforms like Salesforce, FIS, and Snowflake that accelerate deployment.
How is TAZI AI priced?
TAZI AI pricing is based on the number of client records analyzed and the agents deployed. Institutions contact TAZI for a customized quote based on size and needs rather than choosing from public plan tiers.
How does TAZI AI handle large language model processing?
TAZI AI runs local large language models within your environment. No queries or data are sent to third-party AI providers like OpenAI or Anthropic, giving you LLM capabilities with complete data sovereignty.