EMMA FINANCE

An AI voice agent that helps Global Financial Services teams save time and gain insights from relevant web content through personalized, conversational support—combining instant answers, document vision, and browser-based actions. Emma guides users step-by-step through complex finance SOPs and procedures, browses SharePoint to find relevant reference materials, and cites exact sources for every answer. The agent can view large financial documents alongside users to clarify complex processes, complete forms and templates through conversational instructions, and keep finance procedures automatically synchronized with SharePoint—reducing manual steps and ensuring teams always work with current, accurate information.