Financial services
Tidal AI builds AI agents for financial services teams. Pick your type of business below to see what we can automate.
The problem
Equity-rich homeowners are out there, but finding them by hand is slow and most never get a call.
What we build
An agent that pulls property and equity data, scores likely HELOC candidates, and hands your team a ready outreach list.
The payoff
A steady flow of warm leads without the manual research.
The problem
When rates drop, the refi window is short and your old clients call someone else first.
What we build
An agent that watches rates against your past book, flags who benefits, and drafts the outreach.
The payoff
You reach the right clients first, every time rates move.
The problem
Sorting paystubs, W2s, and statements and matching them to conditions eats hours and slows every file.
What we build
An agent that reads incoming documents, checks them against the file's conditions, and flags what is missing.
The payoff
Cleaner files and faster turn times.
The problem
Borrowers and referral partners ask for updates constantly, and answering them pulls your team off the work.
What we build
An agent that sends the right status update at each milestone, to the borrower and the agent.
The payoff
Fewer status calls and happier partners.
The problem
Referral relationships go cold when no one has time to stay in touch.
What we build
An agent that keeps your top referral agents engaged with timely, personal touches.
The payoff
More referrals from the partners you already have.
Let's find your first automation.
Book a short discovery call and we will show you where the hours are hiding.
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