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vivlyReach the frontier of enterprise automation.

Data, connectivity and workflows for AI agents in regulated enterprises.

Vivly helps financial services firms, credit unions, insurers and service teams put AI agents to work on their own data. We bring records out of the systems that hold them, connect those systems so agents can use them, and run the work under the controls teams already trust.

  1. 01 · Data layer
    • Retention & policy
    • Pipelines
    • Your database
  2. 03 · Operational layer
    • Agents
    • MCP access
    • Governance
    • Orchestration
Fig. 1123
  1. 02 · Connectivity layer
    • Knowledge graph
    • Data unification
    • Connectors

It starts with your data. We move business records into a database you own, on-premise or in your own cloud, with every relationship, email and file kept intact. Retention rules and legal hold apply before anything moves. For Salesforce, that is Vivly Archive.

Then we connect it. Connectors bring in your CRM, service desk, ERP and databases, and unify them into one knowledge graph, so a customer, a case or a contract means the same thing in every system. Each source still decides who can see what.

Then the work gets done. Agents read, propose, act and verify across those systems, with the access of the person they work for. You choose which steps need an approval, and every step is recorded. Claude, ChatGPT and other AI tools connect through MCP under the same rules.

We work with

Regulated institutions. Banks, credit unions, insurers and healthcare organisations that keep records for years and want them in their own database, SQL Server, PostgreSQL or MySQL, on-premise or in their own cloud.

Service and back-office teams. Service desks, BPOs and operations teams whose work runs across many systems, often on-premise. Agents complete that work inside those systems, rather than only answering questions about it.

Mid-size enterprises. Teams that want one scoped workflow with a measured result first, not a year-long platform rollout.