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A team sees every task in one place with a clear owner and due date, so nothing depends on someone remembering a WhatsApp message from three days ago.
Learn moreComing soonBanking and finance
Guru for banking and finance
Guru gives a lending or advisory office an approval workflow for exception requests and an SOP library for compliance-sensitive procedures with read acknowledgment.
A branch officer submits a discount-rate exception through the approval workflow, and the…
Guru picks this up automatically.
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In practice
What this looks like day to day
A branch officer submits a discount-rate exception through the approval workflow, and the designated approver reviews and decides on it with a recorded comment, creating a traceable record of who approved what.
Built for how a banking and finance business talks to customers
Guru gives a lending or advisory office an approval workflow for exception requests and an SOP library for compliance-sensitive procedures with read acknowledgment. Guru does that on the channels you already use.
- Notion
- Asana
- Trello
- Slack
Works with
Capabilities
What Guru brings to banking and finance
11 of Guru's capabilities apply directly to this industry.
Write and store standard procedures
A new hire or a substitute staff member can follow the same process correctly on day one, without waiting for someone experienced to walk them through it verbally.
Learn moreConfirm staff read the procedure
An owner can prove a specific staff member was shown a safety or compliance procedure and confirmed reading it, instead of assuming everyone saw a message once.
Learn moreRun a repeatable multi-step process
A recurring, multi-person process — like onboarding a new hire or closing the books each month — happens the same complete way every time, with nothing skipped.
Learn moreLink team tasks to a business goal
Everyone on the team can see how their individual work rolls up into a goal the owner actually cares about, instead of goals living only in the owner's head.
Learn moreRun a quarterly or monthly review
The team sits down on a schedule to honestly check whether goals are on track, instead of only discovering a miss after the deadline has passed.
Learn moreTurn meeting notes into tasks
Decisions and action items from a team meeting actually get done, because they became tracked tasks instead of a static note nobody revisits.
Learn moreRoute requests for sign-off
A request — a purchase, a leave day, a discount exception — gets a clear yes/no from the right person on record, instead of a verbal "okay" that's hard to trace later.
Learn moreCentral home for policies and knowledge
A team member can find the answer to "how do we normally handle this" by searching one place, instead of asking around or digging through old chat threads.
Learn moreThe rest of the team
Other specialists working in banking and finance
Wavy
WhatsApp Customer EngagementWavy sends authentication codes and utility notifications (statement ready, payment due) through Meta's restricted authentication and utility template categories, keeping regulated communication compliant.
See the playbook
Socie
Social Media ManagerSocie enforces an approval gate on every outgoing post so nothing with a compliance risk reaches a public audience without sign-off from a designated reviewer.
See the playbook
Ank
Data AnalystAnk gives a lending or advisory business a read-only view of loan-book or client-portfolio spreadsheets with strict role-based access by branch or advisor.
See the playbook
Bharti
Recruitment SpecialistBharti coordinates hiring for roles requiring background verification and compliance documentation, given the sector's regulatory sensitivity around who can be placed in roles handling money or customer data.
See the playbook
Dena
Banking Information AssistantDena gives an independent financial consultancy a consolidated, auditable view of a client's linked accounts for advisory work that stops strictly at analysis, never execution.
See the playbook
Doctor
Health-record Organization AssistantDoctor's data-rights and consent-dashboard patterns are directly relevant as a reference for how a bank or NBFC's own staff-wellness benefit could be positioned, and the DPDP consent-dashboard capability doubles as a template pattern financial-data products in the same suite could study, but Doctor itself does not touch financial data.
See the playbookQuestions
Straight answers.
Can Guru work for a banking and finance business today?
Not yet — Guru is coming soon. The banking and finance use case is specified and the capabilities are designed, but the backend is still being built. Wavy is the Automix specialist you can use today.
What exactly would it do for us?
A branch officer submits a discount-rate exception through the approval workflow, and the designated approver reviews and decides on it with a recorded comment, creating a traceable record of who approved what.
Do we need to change how we already work?
No. Guru fits around your existing process rather than replacing it, and anything consequential still needs a person to approve it before it goes out.
Fits your stack
Guru plugs into the tools a banking and finance business already runs
Connects with your stack
- Google Sheets
- Google Calendar
- Airtable
- Miro
- Figma
- Zapier
- Make
- GitHub
- Google Drive
Coming soon