MAKO Howto

Mako is an AI-powered associate for investment firms that supercharges research, analysis, and drafting by securely tapping into a firm's knowledge base.
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How to Use MAKO

Sign up for Mako: Contact Mako to set up an account for your firm. Mako is designed specifically for financial and professional services firms.
Deploy Mako in your cloud environment: Mako will be deployed in your firm's cloud to keep your data secure and within your environment. This takes about 30 minutes and requires no heavy implementation.
Index your firm's data: Allow Mako to index and analyze your firm's documents, reports, and other data sources to build its knowledge base.
Start using the AI assistant: Begin interacting with Mako's AI assistant through chat to conduct research, analysis, and drafting tasks. You can delegate complex workstreams to Mako.
Utilize enterprise search and chat: Use Mako's search capabilities to quickly find relevant documents and information across your firm's data. Chat with the data to get insights.
Access the centralized knowledge base: Leverage Mako's LLM-powered knowledge base that centralizes all of your firm's institutional knowledge in one AI-powered hub.
Integrate Mako into your workflow: Incorporate Mako into your daily tasks for research, analysis, drafting reports, and accessing firm knowledge. Treat it as an AI teammate to boost productivity.

MAKO FAQs

Mako AI is an AI-powered associate designed for investment firms to streamline research, analysis, and drafting. It uses secure, expert-driven technology to analyze data, synthesize insights, and streamline decision-making processes.

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