Role overview
Job description
About Codat Codat is an advisory intelligence solution purpose-built for modern commercial banking. Through rich, specialized data, forward-looking insights, and integrated workflows, Codat empowers banking teams to deepen their relationships, grow their revenue, and simplify their day-to-day work. Founded in 2017 and backed by JPMorgan, PayPal, Amex, Plaid, and Shopify, Codat has successfully powered over 350,000 connections to business customers’ financial systems — and is trusted by industry leaders to turn scattered information into actionable, strategic advantages in real time, every time. The Role We're building the Advisory Intelligence Platform: Codat's client intelligence delivered inside the assistant a banker already uses (Microsoft Copilot first). Ask it anything about a client and it answers from the client's real books. Don't ask, and it still tells you what's changed, why
…About this listing
- Source: Codat's official careers site (via Ashby) · last confirmed on the source 2 Nov 2026
- Posted 28 Oct 2026
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Under it we're building the semantic layer, so every answer uses the same definitions, the signal layer that spots what's changed for a client, and the reasoning layer, a Codat-side LLM that turns those signals into advice; A Codat-side LLM that turns signals into advice; Served data to an LLM and seen where it goes wrong: ambiguous definitions, poor retrieval, no evals
Department · Engineering
Hiring company
Codat
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