Close institutional deals faster
Auto-draft ISDAs, GMRAs, and side letters in seconds, with regulatory positions pre-applied.
Legal AI for finance and financial services
Document the regulated workflows that move money - compliantly, at speed
Ask Genie to draft an MSA for a new finance client...
Ask Genie to draft an MSA for a new finance client...
Ask Genie to review this finance contract against our playbook...
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Trusted by 200,000+ Professionals
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Financial-services contracts, regulation-aware
GenieAI is the AI legal assistant trusted by 200,000+ business teams. We draft, review, and negotiate financial-services contracts end-to-end - ISDAs, ISMAs, prime-brokerage, loan, and outsourcing agreements - with current-law accuracy across 150+ jurisdictions.
- Auto-draft ISDAs, loan, and prime-brokerage agreements
- Track regulatory perimeter across 150+ jurisdictions
- 500+ finance-ready templates across 150+ jurisdictions, free to use
What you can do
Use cases for Finance businesses
Each of these is a workflow Genie handles end-to-end. Click any use case to see how it works.
Across teams
How teams use Genie in Finance
Pick your team to see how Genie shows up across the finance business.
Negotiate within compliant playbooks
Surface pre-approved fallback terms so front office can move without paging compliance for every redline.
Track deal-stage regulatory risk
See where every commercial agreement sits versus your regulatory and counterparty-risk positions.
Vendor onboarding in minutes
Review custodian, market-data, and SaaS agreements in one pass, with regulatory exposure flagged.
Standardise across suppliers
Enforce your data-security, business-continuity, and audit-rights positions across every supplier.
Spend-control insights
Surface auto-renewal and price-hike clauses across the supplier base before they trigger.
See regulatory and commercial exposure
Surface enterprise-wide contract risk across regulatory, counterparty, and supplier positions in one dashboard.
Move faster on growth and M&A
Spin up due diligence packs, acquisition agreements, and joint-venture terms without slowing the deal.
Empower every team within guardrails
Set regulatory and risk positions once; let front office, procurement, and ops draft within them.
Outsource the routine work
Auto-handle NDAs, vendor MSAs, side letters, and standard ISDA schedules so you focus on novel issues.
One source of truth for clauses
Maintain a living finance-specific playbook your business teams can draft from directly.
Move quicker on negotiations
Suggest pre-approved fallbacks for regulatory, indemnity, and termination terms during deal cycles.
Streamline contract intake
Triage incoming counterparty, supplier, and SaaS agreements automatically against your playbook.
Standardise across the supply chain
Enforce a uniform position on data, SLAs, and audit rights across every vendor.
Cut cycle time
Reduce review backlog from weeks to days with AI-first triage on every incoming agreement.
How we compare
How does tiktok³ΙΘΛ°ζ compare to ChatGPT?
GenieAI
Claude
ChatGPT
Conversational interface
Can upload docs & PDFs
Review against your playbook rules
Edit and negotiate in tracked changes
Collaborative legal editor for teams
Compare against a proprietary legal dataset
Manage complex deals with Eidetic Intelligence
Develop an org-wide legal brain
Save templates, playbooks, insights
Other industries
Genie for every industry
Common questions
Finance industry FAQs
Which finance-sector documents does GenieAI generate?
Investment agreements, loan and facility documents, fund-formation paperwork, financial-services terms, regulator submissions - drafted to current regulation across the FCA, SEC, ESMA, and other major regimes.
Is GenieAI compliant with financial-services regulation?
GenieAI tracks financial regulation across 150+ jurisdictions and drafts documents that reflect current requirements. For regulated firms, the documents you generate sit alongside your existing compliance frameworks, not outside them.
How does GenieAI handle sensitive financial data?
Documents you generate or upload never leave your tenant, are not used to train models, and are subject to SOC 2 and ISO 27001 commitments. Audit trails are retained for the periods financial regulators expect.
Resources
Legal AI resources for Finance
Trusted by 200,000+ users
Drafts, reviews, and negotiates contracts autonomously.
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business team
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