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Intelligent Automation for Modern Finance.

Intelligent Automation for Modern Finance.

Intelligent Automation for Modern Finance.

Beep brings AI automation to your fingertips by turning financial data into real-time intelligence, from streamlining operations to transforming how you serve customers.

Beep brings AI automation to your fingertips by turning financial data into real-time intelligence, from streamlining operations to transforming how you serve customers.

Beep brings AI automation to your fingertips by turning financial data into real-time intelligence, from streamlining operations to transforming how you serve customers.

Get in touch

Get in touch

View services

View services

Our Services

AI Agents That Work Like Your Best Team Members

AI Agents That Work Like Your Best Team Members

AI Agents That Work Like Your Best Team Members

We build automation that actually gets results—no consultants, no delays. Just intelligent agents that plug in, learn fast, and drive revenue every day.

We build automation that actually gets results—no consultants, no delays. Just intelligent agents that plug in, learn fast, and drive revenue every day.

We build automation that actually gets results—no consultants, no delays. Just intelligent agents that plug in, learn fast, and drive revenue every day.

All Alerts

Waiting for action

  • Sarah Johnson - Job Promotion

    Offer premium credit card upgrade

  • Michael Chen - Home Purchase

    Present insurance package today

  • Cross-sell Opportunity Model

    67% of users need investment products

  • Emma Rodriguez - New Baby

    Family savings account ready

  • High-Value Segment Growth

    +15.3% expansion opportunity

All Alerts

Waiting for action

  • Sarah Johnson - Job Promotion

    Offer premium credit card upgrade

  • Michael Chen - Home Purchase

    Present insurance package today

  • Cross-sell Opportunity Model

    67% of users need investment products

  • Emma Rodriguez - New Baby

    Family savings account ready

  • High-Value Segment Growth

    +15.3% expansion opportunity

All Alerts

Waiting for action

  • Sarah Johnson - Job Promotion

    Offer premium credit card upgrade

  • Michael Chen - Home Purchase

    Present insurance package today

  • Cross-sell Opportunity Model

    67% of users need investment products

  • Emma Rodriguez - New Baby

    Family savings account ready

  • High-Value Segment Growth

    +15.3% expansion opportunity

Customer Intelligence Agent

Understand Your Customers

Automatically detect life events like home purchases, new babies, job changes. Know exactly when customers need loans, insurance, or investment products.

Life event detection

Behavioral segmentation

High-confidence predictions

Personalization Agent

Accelerate Customer Growth

Generate personalized campaigns in seconds instead of days. Create messaging that speaks directly to individual customer needs and life situations.

Personalized email generation

Life event-triggered campaigns

Customer-facing widgets

E-mail Sending..

Products

Debt Recalls

New Customers

AI Draft

Schedule

Sent

E-mail Sending..

Products

Debt Recalls

New Customers

AI Draft

Schedule

Sent

E-mail Sending..

Products

Debt Recalls

New Customers

AI Draft

Schedule

Sent

What can I help with?

Weather you want help in customer handling or make changes in your system just give me command

|

Add document

Create Report

Research

What can I help with?

Weather you want help in customer handling or make changes in your system just give me command

|

Add document

Create Report

What can I help with?

Weather you want help in customer handling or make changes in your system just give me command

|

Add document

Create Report

Research

Advisor Agent

Supercharge Your Team

Transform customer-facing teams with AI-enriched profiles and automated preparation. Turn every interaction into a revenue opportunity.

Automated client preparation

AI-generated talking points

Enriched customer dashboards

CRM Agent

Enrich Your Data

Transform basic customer records into intelligence goldmines. Seamless integration with Salesforce and any CRM system.

Automatic data enrichment

Real-time profile updates

Customer scoring & insights

CRM enrichment complete

Here are recent new fields added

Salesforce Field Updates:

Enriching 3847 records with 5 new fields

90% Finsihed

Live Updates

Life Events

Transaction Summary

Primary Category

Sarah Johnson

Home Purchase

Michael Chen

Job Change

CRM enrichment complete

Here are recent new fields added

Salesforce Field Updates:

Enriching 3847 records with 5 new fields

90% Finsihed

Live Updates

Life Events

Transaction Summary

Primary Category

Sarah Johnson

Home Purchase

Michael Chen

Job Change

CRM enrichment complete

Here are recent new fields added

Salesforce Field Updates:

Enriching 3847 records with 5 new fields

90% Finsihed

Live Updates

Life Events

Transaction Summary

Primary Category

Sarah Johnson

Home Purchase

Michael Chen

Job Change

Our Process

Integrate & Test Fast

Integrate & Test Fast

Integrate & Test Fast

Plug our agents into your stack in minutes, watch live results roll in, and iterate without the drag of long onboarding cycles.

Plug our agents into your stack in minutes, watch live results roll in, and iterate without the drag of long onboarding cycles.

Plug our agents into your stack in minutes, watch live results roll in, and iterate without the drag of long onboarding cycles.

Step 1

Smart Analyzing

We assess your transaction data and identify AI opportunities to unlock customer insights and revenue potential.

Analyzing transaction patterns...

Transactions ingestion

Data validation

Pattern recognition

Life event mapping

Behavioral clustering

Analyzing transaction patterns...

Transactions ingestion

Data validation

Pattern recognition

Life event mapping

Behavioral clustering

Step 2

AI Agents Setup

Our intelligent agents build automation systems tailored to your customer base and business processes.

  • class TransactionIntelligenceAgent:
    def __init__(self, customer_id, transaction_data):
    self.customer_id = customer_id
    self.transactions = transaction_data
    def detect_life_events(self):
    # Analyze spending patterns for life changes
    home_indicators = self.check_home_purchase_signals()
    family_indicators = self.check_family_growth_signals()
    career_indicators = self.check_career_changes()
    if home_indicators.confidence > 0.85:
    self.life_events.append({
    'event': 'home_purchase_preparation',
    'confidence': home_indicators.confidence,
    'timeline': '3-6 months',
    'products': ['mortgage', 'home_insurance']
    })
    def enrich_crm_record(self):
    enriched_data = {
    'customer_score': self.calculate_value_score(),
    'life_stage': self.determine_life_stage(),
    'product_affinity': self.predict_product_interest(),
    'next_best_action': self.recommend_action()
    }
    self.push_to_crm(enriched_data)
  • class TransactionIntelligenceAgent:
    def __init__(self, customer_id, transaction_data):
    self.customer_id = customer_id
    self.transactions = transaction_data
    def detect_life_events(self):
    # Analyze spending patterns for life changes
    home_indicators = self.check_home_purchase_signals()
    family_indicators = self.check_family_growth_signals()
    career_indicators = self.check_career_changes()
    if home_indicators.confidence > 0.85:
    self.life_events.append({
    'event': 'home_purchase_preparation',
    'confidence': home_indicators.confidence,
    'timeline': '3-6 months',
    'products': ['mortgage', 'home_insurance']
    })
    def enrich_crm_record(self):
    enriched_data = {
    'customer_score': self.calculate_value_score(),
    'life_stage': self.determine_life_stage(),
    'product_affinity': self.predict_product_interest(),
    'next_best_action': self.recommend_action()
    }
    self.push_to_crm(enriched_data)
  • class TransactionIntelligenceAgent:
    def __init__(self, customer_id, transaction_data):
    self.customer_id = customer_id
    self.transactions = transaction_data
    def detect_life_events(self):
    # Analyze spending patterns for life changes
    home_indicators = self.check_home_purchase_signals()
    family_indicators = self.check_family_growth_signals()
    career_indicators = self.check_career_changes()
    if home_indicators.confidence > 0.85:
    self.life_events.append({
    'event': 'home_purchase_preparation',
    'confidence': home_indicators.confidence,
    'timeline': '3-6 months',
    'products': ['mortgage', 'home_insurance']
    })
    def enrich_crm_record(self):
    enriched_data = {
    'customer_score': self.calculate_value_score(),
    'life_stage': self.determine_life_stage(),
    'product_affinity': self.predict_product_interest(),
    'next_best_action': self.recommend_action()
    }
    self.push_to_crm(enriched_data)
  • class TransactionIntelligenceAgent:
    def __init__(self, customer_id, transaction_data):
    self.customer_id = customer_id
    self.transactions = transaction_data
    def detect_life_events(self):
    # Analyze spending patterns for life changes
    home_indicators = self.check_home_purchase_signals()
    family_indicators = self.check_family_growth_signals()
    career_indicators = self.check_career_changes()
    if home_indicators.confidence > 0.85:
    self.life_events.append({
    'event': 'home_purchase_preparation',
    'confidence': home_indicators.confidence,
    'timeline': '3-6 months',
    'products': ['mortgage', 'home_insurance']
    })
    def enrich_crm_record(self):
    enriched_data = {
    'customer_score': self.calculate_value_score(),
    'life_stage': self.determine_life_stage(),
    'product_affinity': self.predict_product_interest(),
    'next_best_action': self.recommend_action()
    }
    self.push_to_crm(enriched_data)

Step 3

Seamless Integration

Smoothly integrate with your existing CRM, core systems, and marketing platforms with minimal disruption.

Our solution

Your stack

Our solution

Your stack

Step 4

Continuous Learning

AI agents improve accuracy and performance automatically, analyzing insights for long-term revenue growth.

Customer Intelligence Agent

Detecting new life events

Personalization Engine

Campaign optimization complete

CRM Enrichment

Customer profiles updated

Customer Intelligence Agent

Detecting new life events

Personalization Engine

Campaign optimization complete

CRM Enrichment

Customer profiles updated

Benefits

The Key Benefits of Transaction Intelligence

The Key Benefits of Transaction Intelligence

The Key Benefits of Transaction Intelligence

Discover how AI automation enhances customer understanding, increases conversion rates, and drives business growth with smarter, faster insights.

Discover how AI automation enhances customer understanding, increases conversion rates, and drives business growth with smarter, faster insights.

Discover how AI automation enhances customer understanding, increases conversion rates, and drives business growth with smarter, faster insights.

Deep Client Understanding

Transform "customer spent money on rent" into "customer buying house soon, recently promoted, expecting first child" - actionable insights that drive revenue.

Deep Client Understanding

Transform "customer spent money on rent" into "customer buying house soon, recently promoted, expecting first child" - actionable insights that drive revenue.

Deep Client Understanding

Transform "customer spent money on rent" into "customer buying house soon, recently promoted, expecting first child" - actionable insights that drive revenue.

Perfect Timing

Reach customers with the right offer at exactly the right moment in their life journey, not when it's convenient for your marketing calendar.

Perfect Timing

Reach customers with the right offer at exactly the right moment in their life journey, not when it's convenient for your marketing calendar.

Perfect Timing

Reach customers with the right offer at exactly the right moment in their life journey, not when it's convenient for your marketing calendar.

24/7 Availability

AI-powered systems operate around the clock, ensuring seamless support and execution without downtime.

24/7 Availability

AI-powered systems operate around the clock, ensuring seamless support and execution without downtime.

24/7 Availability

AI-powered systems operate around the clock, ensuring seamless support and execution without downtime.

Cost Reduction

AI automation minimizes manual work, cuts operational costs, and optimizes resource allocation for better profitability.

Cost Reduction

AI automation minimizes manual work, cuts operational costs, and optimizes resource allocation for better profitability.

Cost Reduction

AI automation minimizes manual work, cuts operational costs, and optimizes resource allocation for better profitability.

Data-Driven Insights

Leverage AI to analyze vast data sets, identify trends, and make smarter, faster, and more accurate business decisions.

Data-Driven Insights

Leverage AI to analyze vast data sets, identify trends, and make smarter, faster, and more accurate business decisions.

Data-Driven Insights

Leverage AI to analyze vast data sets, identify trends, and make smarter, faster, and more accurate business decisions.

Scalability & Growth

AI adapts to your business needs, allowing you to scale efficiently without increasing workload or costs.

Scalability & Growth

AI adapts to your business needs, allowing you to scale efficiently without increasing workload or costs.

Scalability & Growth

AI adapts to your business needs, allowing you to scale efficiently without increasing workload or costs.

Pricing

The Best AI Automation, at the Right Price

The Best AI Automation, at the Right Price

The Best AI Automation, at the Right Price

Choose a plan that fits your business needs and start automating with AI

Choose a plan that fits your business needs and start automating with AI

Choose a plan that fits your business needs and start automating with AI

Starter

€0/month

Just setup fee, then credited toward full implementation.

Start with a pilot

Start with a pilot

What's Included:

Limited customer subset analysis

Core agent deployment

Limited integration with systems

Success metrics validation

Team training and support

Full Platform

Custom

User volume-based licensing.

Schedule a call

Schedule a call

What's Included:

Complete customer base analysis

All 4+ AI agents active

Full CRM automation integration

Real-time processing and insights

Ongoing support and optimization

Starter

€0/month

Just setup fee, then credited toward full implementation.

Start with a pilot

Start with a pilot

What's Included:

Limited customer subset analysis

Core agent deployment

Limited integration with systems

Success metrics validation

Team training and support

Full Platform

Custom

User volume-based licensing.

Schedule a call

Schedule a call

What's Included:

Complete customer base analysis

All 4+ AI agents active

Full CRM automation integration

Real-time processing and insights

Ongoing support and optimization

Starter

€0/month

Just setup fee, then credited toward full implementation.

Start with a pilot

Start with a pilot

What's Included:

Limited customer subset analysis

Core agent deployment

Limited integration with systems

Success metrics validation

Team training and support

Full Platform

Custom

User volume-based licensing.

Schedule a call

Schedule a call

What's Included:

Complete customer base analysis

All 4+ AI agents active

Full CRM automation integration

Real-time processing and insights

Ongoing support and optimization

FAQs

We’ve Got the Answers You’re Looking For

We’ve Got the Answers You’re Looking For

We’ve Got the Answers You’re Looking For

Quick answers to your AI automation questions.

Quick answers to your AI automation questions.

Quick answers to your AI automation questions.

How do you ensure data privacy and compliance?

What's the implementation timeline?

How do you integrate with existing systems?

What industries can benefit from transaction intelligence?

How do you ensure your AI models remain unbiased?

What data sources do you analyze beyond transactions?

Can smaller financial institutions afford your solution?

How do you ensure data privacy and compliance?

What's the implementation timeline?

How do you integrate with existing systems?

What industries can benefit from transaction intelligence?

How do you ensure your AI models remain unbiased?

What data sources do you analyze beyond transactions?

Can smaller financial institutions afford your solution?

Transform Your Customer Intelligence Today

Transform Your Customer Intelligence Today

Transform Your Customer Intelligence Today

See how AI agents can unlock revenue opportunities hidden in your transaction data

See how AI agents can unlock revenue opportunities hidden in your transaction data

See how AI agents can unlock revenue opportunities hidden in your transaction data

Access a free demo

Access a free demo

Logo

Via Tommaso da Cazzaniga 9/4 20121 Milano
hello@beep.finance
VAT IT13871070960

Logo

Via Tommaso da Cazzaniga 9/4 20121 Milano
hello@beep.finance
VAT IT13871070960

© All right reserved

© All right reserved