Help & Support

To get started, sign up for a free trial by clicking the "Sign Up" button in the header or contact our sales team at (332) 236-3185. Once your account is set up, you'll receive access to our platform and comprehensive onboarding documentation. Our support team will guide you through the initial setup, integration with your existing systems, and training for your team.

Our Banking AI Agent Suite supports the following file formats: PDF files (for PDF Agent), Microsoft Excel workbooks in .xlsx and .xls formats (for Excel Agent), Microsoft PowerPoint presentations in .pptx and .ppt formats (for PowerPoint Agent), and Microsoft Word documents in .docx and .doc formats (for Word Agent). We continuously work on expanding format support based on customer feedback.

Yes, absolutely. We are ISO 27001 (ISMS) certified and implement bank-grade security measures including end-to-end encryption for data in transit and at rest, SSO/SAML authentication, customer-managed encryption keys (available upon request), and private/VPC deployment options for enterprise customers. We do not use your document data to train external AI models. Your data remains confidential and is processed solely to provide the Services you have requested. For more details, please review our Privacy Policy.

We offer flexible pricing plans based on your organization's size, usage volume, and specific requirements. Pricing typically includes a base subscription fee with per-user or per-document tiers. We also offer enterprise plans with custom pricing for large financial institutions. Contact our sales team at contact@generativex.com or call (332) 236-3185 to discuss a pricing plan tailored to your needs. We offer free trials so you can evaluate the platform before committing.

Yes, our Banking AI Agent Suite is designed for seamless integration with your existing workflows and systems. We offer REST APIs, webhooks, and pre-built connectors for popular enterprise platforms. Our technical team can work with your IT department to implement custom integrations, SSO/SAML authentication, and private/VPC deployments. We also support integration with document management systems, workflow automation tools, and regulatory reporting platforms commonly used in banking.

We provide comprehensive support including email support at contact@generativex.com (response time: within 24 hours on business days), phone support at (332) 236-3185 during weekday 10:00am-5:00pm EST, dedicated account management for enterprise customers, and access to our knowledge base, documentation, and video tutorials. We also offer onboarding assistance, training sessions, and regular check-ins to ensure your team is getting maximum value from our platform.

Our Banking AI Agent Suite is designed to align with key regulatory requirements including GLBA Safeguards (administrative, technical, and physical safeguards to protect customer information), Model Risk Management SR 11-7 (governance, validation, and ongoing monitoring capabilities), and SOX/EUC Controls (audit logs, immutable QC records, and attestation capabilities). We provide audit trails, version control, approval workflows, and documentation features to help you maintain compliance. However, you remain responsible for ensuring your use of the Services complies with all applicable laws and regulations specific to your institution.

Yes, our Banking AI Agents are highly customizable. You can configure rule packs aligned to your institution's policies (e.g., CECL, ALCO, EUC/SOX control IDs), define custom templates and approval workflows, set terminology guardrails and approved lexicon, establish role-based access controls and permissions, and configure retention policies and audit settings. For enterprise customers, we also offer custom development to address unique requirements. Contact our sales team to discuss your specific customization needs.

If you cancel your subscription, you will have a grace period (typically 30 days, depending on your plan) to export your data from our platform. After this grace period, your data will be permanently deleted from our systems in accordance with our data retention policy. We recommend exporting all critical documents, annotations, and reports before your subscription ends. You can request data export assistance from our support team at contact@generativex.com.

Our AI agents are designed to provide bank-grade accuracy with traceable outputs. Every note, number, and slide generated by our agents cites its source (page/line, cell/range) for auditability and verification. However, we recommend that users always review and validate AI-generated content before using it for critical decisions or regulatory submissions. Our agents are designed to augment human expertise, not replace it. We continuously improve our models based on user feedback and industry best practices. If you notice any accuracy issues, please report them to our support team so we can address them promptly.