AI Agent Development for Brokers, Exchanges & Fintech

We design, build, and deploy production-grade AI agents for regulated trading environments. Automate explanations, triage operations, and streamline client communications.

Try the AI Playground

Intelligent Automation for Financial Operations

If you'd like a feel for the kinds of workflows we can automate and explain, try our AI Playground—a set of simple demos to spark ideas and discuss what would work in your stack.

Our AI agents integrate seamlessly with your existing trading infrastructure, providing intelligent automation while maintaining the strict controls and audit trails required in regulated environments.

Where Agents Help First

Client Answers, Faster

Explain rejections, halts, settlements, and margin calls with linked evidence. Provide immediate, accurate responses with full context and supporting documentation.

Lower Ops Load

Offload first-line triage and repetitive checks while keeping humans in the loop for approvals. Reduce operational overhead without compromising control.

Cleaner Hand-offs

Pull context from FIX/OMS/EMS, risk, back office, ISO 20022 and logs—no swivel-chairing. Seamless data integration across all systems.

Consistent Explanations

Plain-language summaries with references to the underlying events. Standardized communication that maintains accuracy across all interactions.

Always On

24/7 response with controlled escalation. Continuous availability ensures client needs are met regardless of time zone or market hours.

Demos You Can Click Through

Our playground includes interactive demonstrations of common financial workflows that AI agents can automate:

Order Rejection Triage – "Why was Order #… rejected?" → Agent correlates FIX, price bands, and risk; drafts a client note.
Margin Call Explainer – "Why did account … get a call?" → SPAN/VaR logic, thresholds crossed, suggested actions.
Payment/ISO 20022 Status – "Did our pacs.009 settle?" → Checks recent camt events and gateway logs.
Trading Halt Check – Venue/instrument state, circuit breakers, restart timing and client messaging.
Crypto Withdrawal Queue – Wallet queue, chain conditions, risk flags; proposes fee bump under policy.

(These are illustrative—your production agent will use your data, rules, and permissions.)

How We Take You to Production

Our structured approach ensures successful deployment of AI agents in your regulated environment:

1

Discovery

Use-cases, systems, policies, success metrics.

2

Design

Agent roles, tool permissions, data contracts, guardrails.

3

Pilot

Connect to a limited dataset; measure value and safety.

4

Hardening

Security reviews, observability, failover, SLOs.

5

Roll-out

Targeted desks/teams; training and runbooks.

Built for Regulated, Low-Latency Environments

Guardrails

Comprehensive Guardrails

RBAC, allow-listed tools, PII redaction, human-in-the-loop approvals. Multi-layer security ensures agents operate within strict boundaries.

Evidence-backed Answers

Retrieval from systems of record with citations. Every response includes verifiable sources and audit trails for complete transparency.

Observability

Complete Observability

Full audit trail of prompts, retrieved data, actions, and outcomes. Comprehensive monitoring and logging for regulatory compliance.

Flexible Deployment

Flexible Deployment Options

Your VPC/on-prem options; model choice per use-case; data residency aligned to compliance. Deploy where your data needs to stay.

Ready to Explore AI Automation?

Try the AI Playground to explore ideas—then drop us a line to discuss what an agent would look like in your environment (broking, exchange ops, risk, clearing, client service).

Try the AI Playground

Discuss Your Environment