In today’s wholesale banking environment, competitive advantages are increasingly defined by speed, insight, and execution. Bankers are expected to synthesize massive amounts of information, deliver high-quality analysis, and advise clients with precision—often under tight timelines. Yet many of the workflows that power these outcomes have remained highly manual, fragmented, and time intensive.
As generative AI began to reshape what’s possible in financial research and analysis, Truist Ventures saw an opportunity to invest in technology that could responsibly transform how work gets done—while meeting the rigor, accuracy, and governance standards required of a leading financial institution.
That opportunity was Rogo.
Founded by former investment bankers, Rogo was built with a deep understanding of the day-to-day realities of investment banking. The team leveraged firsthand workflow expertise—from junior analysts to senior bankers—to design a generative AI platform, purpose built for financial services. At the core of Rogo’s technology is a proprietary retrieval augmented generation (RAG) approach that synthesizes and factchecks data, reduces hallucinations, and delivers reliable outputs across multiple foundational large language models.
This model-agnostic design allows Rogo to evolve alongside the rapidly changing AI landscape, while operating within a firm’s compliance, risk, and control frameworks. The result is a platform that not only accelerates research and analysis, but also improves the quality, consistency, and confidence of the insights bankers deliver to clients.
Rogo’s impact is especially clear in investment banking use cases. Through automation of the most manual and time-consuming tasks, such as data gathering, market analysis, and preparation of client materials, Rogo enables teams to move faster without sacrificing quality. Its integration with dozens of leading market data providers creates a seamless, one stop research experience that helps bankers shift their focus from information collection to strategic thinking and relationship building.
“We continue to look for ways to leverage best-in-class artificial intelligence platforms to create more efficiencies for our teammates and deliver results for our clients,” said Tom Hackett, Chief Executive Officer, Truist Securities. “We’ve had a very successful integration with Rogo, and the relationship and strategic investment have helped boost productivity, reduce risk, and create more capacity for our bankers to focus on building relationships and driving growth.”
Truist Ventures invested early in Rogo with strong conviction in both the technology and the founding team. That early partnership allowed Truist to work closely with Rogo to shape how the platform addressed real-world banking needs of our teammates and accelerated adoption across the enterprise.
“Investing in Rogo reflects how we think about innovation at Truist. Its scalability was central to our investment thesis,” said Christina Russ, Head of Corporate Development at Truist. “What started with a focused use case with our investment bankers is now being applied in various ways across the bank, with significant potential to expand further. Rogo is helping our teams work smarter, move faster, and better serve our clients, while positioning Truist at the forefront of responsible, scalable AI adoption.”
At Truist Ventures, investing is about identifying solutions that meaningfully improve how the bank operates and how clients are served. Once we invest, we dedicate resources to helping portfolio companies become impactful partners to the bank. Rogo exemplifies that approach: our team helped the company move from early ideation to a structured pilot, and ultimately to full scale implementation with a platform now deployed to hundreds of Truist teammates.