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Tazi

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TAZI provides autonomous AI agents that give financial institutions such as RIAs, community banks, and credit unions explainable recommendations for retaining, growing, and acquiring customers. The agents analyze client behavior, transaction history, and market signals to predict attrition, identify cross-sell opportunities, and generate prioritized daily action lists, integrating with systems like Salesforce, Snowflake, and FIS.

AI & Machine LearningEnterprise SoftwareFintech

Founders & leadership

ZCZehra Cataltepe
Zehra CataltepeFounderZehra Cataltepe is founder of TAZI, which provides AI agents for financial institutions to support customer retention, acquisition, and growth strategies. She has published research in AI and machine learning, with recognition including a Gartner Cool Vendor designation for TAZI.

Investors · 2

Illuminate Ventureslisted by Illuminate VenturesOakland · $100K – $1.5M

How we know: Illuminate Ventures's portfolio page · funding news · the VCSheet dataset · Not right? Tell us

Funding

SEC filings, press & company announcements

Source: company announcements and press reports — follow each round's link for the claim.

In the news

Tazi.AI Raises 4.6M in Seed Funding - FinSMEsfinsmes.com · Aug 2022Tazi.AI - Tech Company Profile - Gaebler.com Venture Capital Databasegaebler.com

Frequently asked questions

What does Tazi do?
TAZI provides autonomous AI agents that give financial institutions such as RIAs, community banks, and credit unions explainable recommendations for retaining, growing, and acquiring customers. The agents analyze client behavior, transaction history, and market signals to predict attrition, identify cross-sell opportunities, and generate prioritized daily action lists, integrating with systems like Salesforce, Snowflake, and FIS.
Who founded Tazi?
Tazi was founded by Zehra Cataltepe.
Who are Tazi's investors?
Tazi's investors include Foothill Ventures, Illuminate Ventures.