Now introducing Gemini Enterprise for Financial Services

Protecting capital in today's markets requires immense speed and precision. A financial analyst preparing a deal memo works across licensed market data, internal models, and confidential client files. General-purpose AI lacks the real-time accuracy, verifiable data lineage, and strict security that financial institutions demand. While model intelligence is necessary, without deep integration into trusted financial systems, it is not sufficient.

Making AI genuinely useful inside an industry requires four things, together: domain expertise encoded into reusable skills, secure connections to the systems and data the work depends on, agents that can act inside real workflows, and an open ecosystem that extends and scales all of it — with governance running underneath all four. Each is valuable alone. Only together do they produce something an institution can actually put into production and see true return on investment.

Today, we are delivering on this vision with Gemini Enterprise for Financial Services, bringing Google’s agentic AI directly into the workflows of capital markets and corporate banking.

Bringing Gemini Enterprise into the workflows of capital markets and corporate banking

Four components, built for financial work 

Gemini Enterprise for Financial Services delivers an integrated, secure environment configured for rapid deployment with four core components:

1. Purpose-built financial skills. Skills are reusable packages of instructions and context that teach an agent to run a specialized task the way your institution runs it — applying custom formatting to a report, pulling a specific data cut, following a defined research methodology. They are available inside the Financial Research agent and to any agent your teams build.

2. Secure Model Context Protocol (MCP) connectors. Direct integrations, using MCP, into essential financial platforms and licensed data sources, configured inside your own environment. Access stays bound by the entitlements you already maintain — licensed data stays licensed, and permissioned data stays permissioned.

3. Agents that act. At its core is the Financial Research agent which is a Google-built, Google-managed agent that runs end-to-end research with full explainability. It ships with more than 50 foundational skills and exposes its reasoning through confidence scores, explicit methodologies, data snapshots for auditing, and precise source citations. Analysts can use it directly in the Gemini Enterprise app or wire it into existing agent workflows through Agent-to-Agent (A2A) APIs, and it connects to enterprise data sources over MCP to produce reports and documents in the formats your teams already use. Alongside it, out-of-the-box partner agents cover other workflows and extend the capabilities further.

Details

4. An open partner ecosystem. Scale with global systems integrators and specialized fintech providers including 66degrees, Accenture, Artefact, Capgemini, Cognizant, Deloitte, Genpact, GFT Technologies, Infosys, KPMG, NTT Data, PwC, Quantiphi, Slalom, Tribe AI, and Zencore to customize and integrate the platform into your own architecture, without vendor lock-in.

Running underneath: a governed control plane. A single dashboard for IT and risk teams that natively enforces security policies (VPC, CMEK), maintains private data isolation, and holds every output to verifiable grounding with traceable citations.

Unlocking high-value workflows with domain-specific skills

Whether used by private equity specialists, wealth managers, or compliance teams, the solution adapts to diverse workflows like credit risk assessment, portfolio monitoring, market news synthesis, and investigative financial research:

• Elevate advisor insights: Equips relationship managers and advisors with AI-generated insights, personalized recommendations, and tailored artifacts, enabling higher-quality conversations and fostering loyalty. 
• Deepen Know Your Customer (KYC) research and analysis: Modernizes onboarding and Know Your Customer (KYC) workflows across private banking and prime brokerage by using multi-format ingestion (PDFs, Excel, SEC filings) to map complex corporate hierarchies, evaluate risk personas, and resolve ultimate beneficial owners (UBOs).
• Enhance portfolio resilience: Helps trading desks deal with sudden macroeconomic shocks. It reduces complex bond portfolio risk exposure analysis to a sub-5-minute execution, complete with automated duration-hedging strategy suggestions.
• Uncover credit market opportunities: Transforms credit data into actionable trade ideas by identifying and isolating potential mispricings. This enables teams to expand trading volumes while lowering back-office risk and underwriting latency.
• Accelerate bond issuance: Compresses client pitch presentation timelines from days to minutes so that fixed-income and underwriting teams can proactively target prospects, increase deal capacity, and secure a crucial first-mover advantage to help win more business.

Open ecosystem of connectors across the financial technology stack

Gemini Enterprise connects directly to core financial systems via secure MCP connectors. Access is bound by existing role-based controls, ensuring verifiable grounding and precise source citations:

Productivity and collaboration:

• Google Workspace: Enables seamless analysis and live artifact generation across Docs, Sheets, and Slides while adhering to enterprise DLP policies.

• Microsoft 365: Integrates directly with Excel, Word, and PowerPoint to populate financial models, research memos, and client pitch decks.

Market data and financial fundamentals:

• FactSet: Enables secure, authorized access to FactSet's multi-asset class financial and non-financial datasets, powering reliable AI-driven workflows with fully auditable, compliant insights.

• Daloopa: Provides the structured, source-linked financial data layer that enables finance professionals and AI tools to produce accurate and auditable results. 

• Finnhub: Provides real-time financial APIs, global fundamentals, and earnings call transcripts for in-depth financial research.

• Guidepoint: Connects to primary research insights and expert network transcripts to inform and validate investment theses.

Risk, ratings, and private markets:

• Moody’s: Brings ratings, default risk models, and real time news fused into one lens for counterparty risk assessment. 

• MSCI: Connects to proprietary indexes, data and models spanning public and private assets and also provides risk analytics and factor exposures. 

• PitchBook: Provides comprehensive data and research on private equity, venture capital, credit, M&A, and public markets, including, company financials, deal terms, valuations, and fund performance.

Regulatory and corporate records:

• SEC Edgar: Delivers instant, verifiable retrieval of statutory filings, 10-Ks, 10-Qs, and 8-Ks with precise citation mapping.

• Dun & Bradstreet: Accelerates commercial onboarding and KYB verification through direct access to global corporate hierarchy records.

• Fiscal.ai: Delivers institutional-grade financial data and content—auditable to source filings and available within minutes of earnings—connected directly to your AI platform across financials, news, ownership, segments & KPIs, filings, and IR content.

Digital assets and indices:

• CoinDesk Data and Indices: Supplies institutional-grade digital asset pricing, benchmark indices, and crypto market intelligence for multi-asset strategies.

Introducing Gemini Enterprise for Financial Services

Third-party agents and implementation partners

Organizations can deploy out-of-the-box partner agents or collaborate with global systems integrators to scale custom capabilities without vendor lock-in:

• D&B Business Verification agent: Accelerates commercial onboarding and strengthens KYC compliance.

• FlowX agents: Automate loan pack completeness check, document reconciliation and many other mission critical processes for financial institutions.

• Obin Financial agent: Helps asset management, commercial lending, and insurance teams accelerate complex financial analyses.

• S&P Global agents: Data Retrieval Agent for multi-step analysis, report generation, research workflows, and the Horizons Agents that help turn complex energy and sustainability data into fast insights for finance workflows.

• Global systems integrators and tech partners: Strategic partnerships connect firms with specialist FinTech and leading global systems integrators, including 66degrees, Accenture, Artefact, Capgemini, Cognizant, Deloitte, Genpact, GFT Technologies, Infosys, KPMG, NTT Data, PwC, Quantiphi, Slalom, Tribe AI, and Zencore to manage custom configurations and deploy specialized capabilities at a global scale.

Developed alongside leading global financial institutions

We are developing these capabilities in close collaboration with financial institutions, including Deutsche Bank and CME Group, to ensure they reflect the operational realities of the industry.

“As a design partner for the Financial Research agent, Deutsche Bank has helped shape this capability in view of the realities of a highly regulated industry – from data protection and governance to the workflows our teams use every day,” said Marie-Jeanne Deverdun, Chief Technology, Data and Innovation Officer, and Member of the Deutsche Bank Management Board. “Starting in the Corporate Bank, we see significant potential to reduce manual research effort, improve the consistency and auditability of outputs, and give our teams more time for client conversations. This is an important step in applying AI where it can make a practical difference: safely, responsibly and at scale.”

This launch builds on the rapidly growing momentum of Gemini Enterprise, with many leading financial institutions like BNY,  Citi Wealth, Lloyds Banking Group, Macquarie Bank, and Signal Iduna using it to equip their workforce with advanced, agentic workflow tools to drive growth and efficiency. 

Built on an enterprise-grade foundation

Because Gemini Enterprise for Financial Services runs on Google Cloud infrastructure and the Gemini Enterprise platform, organizations get the security, governance, compliance, and cost-management capabilities they expect from an enterprise platform. 

Customer data, business rules, intellectual property, custom agents, and model outputs remain private to their organization. Your data is never used to train or fine-tune Google’s foundation models. Furthermore, our full-stack approach - from infrastructure and models to the application layer - allows us to optimize performance and cost, helping organizations maximize the value of their AI investments. 

This is just the beginning

Gemini Enterprise for Financial Services is available in preview today, launching alongside our new purpose-built solution for Legal. We invite enterprise leaders in financial institutions to explore how Gemini Enterprise can transform their most critical workflows, with solutions for Healthcare, Life Sciences, and other Professional Services on the horizon.