Pollen
AI employee for financial services workflows, delivered through email and chat
Pollen provides named AI employees, called Pollenators, that are trained to execute a firm’s specific document workflows. Work is submitted by email or chat, and the system extracts relevant data from input documents into a single, reviewable master record, then generates the required output documents from that data. This replaces manual, repetitive document processing with a consistent, automated workflow.
Key capabilities include document extraction from PDFs, Excel workbooks, CSVs, forms, and images, as well as workflow automation that is tuned and tested against real examples. Pollenators are designed to pause for review or approval at user-defined checkpoints and are fully auditable. The system is positioned for wealth management, accounting and tax, private equity, insurance, family offices, mortgage lending, and trusts and estates.
Pollen is invite-only and does not publicly list a free plan, trial, or specific pricing editions. Access is managed through firm administrators.
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