Results for “customer research”

17 tools in this category · Updated 2 Nov 2026

“customer research”FinanceShowing 17 tools

Samayaby SamayaFinancial research platform for investment professionals.Contact sales
CCH Axcess Intelligenceby Wolters KluwerAI document review and research assistant for tax professionals, built into CCH AxcessContact sales
Josiby AICPA & CIMAAI assistant for accounting and auditing research using AICPA professional materials.$420+/user/yr
9finby 9finAI-powered debt-market intelligence and research platform for credit teams.Contact sales
Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/moFree trial
Alfaby Boosted.aiBoosted.ai’s Alfa is an AI investment research platform that monitors companies, markets, and portfolios and produces sourced research.Contact sales
CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact sales
Hudson Labsby Hudson LabsYC S21AI research and analysis for US public markets.$99+/moFree trial
TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact sales
Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.Freemium
Bridgewiseby BridgeWiseEmbedded investment AI for regulated financial institutionsContact sales
Reflexivityby ReflexivityAI-powered investment analysis for institutional investors.Contact sales
Unit21by Unit21AI agents for fraud and AML detection, investigation, and filingContact sales
Oscilarby OscilarAI agents and risk models for fraud, credit, onboarding, and AML decisionsContact sales
Consilientby ConsilientFederated-learning models for anti-money laundering and financial-crime risk management.Contact sales
Tesorioby TesorioAI-enabled financial operations for accounts receivable and order-to-cash work.Contact sales
Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales