Find answers to the main questions about implementation, functionalities, compliance, and benefits of our artificial intelligence agents for the financial market.
They are digital specialists created specifically for the financial sector. Unlike generic copilots, each agent is born dedicated to a critical function — such as investments, compliance, risk, or back-office — with a focus on regulatory compliance and real results.
Our AI Factory is a modular and scalable platform. Each module corresponds to a specialized vertical agent, which can be activated independently or integrated with others. This allows financial institutions to start with a specific need and gradually expand.
We don't replace people, we replace tasks. Agents take on repetitive and regulatory activities — such as monitoring, reporting, and data analysis — freeing human teams for strategic decisions and customer relationships. Always with supervision, explainability, and compliance.
Our agents are developed with a total focus on compliance. They are trained in SEC, FINRA, and federal regulations, implement suitability controls, generate automatic reports, and maintain complete audit trails of all decisions made.
Time varies according to complexity and required integration. Ready agents can be implemented in 4-8 weeks, while custom solutions can take 12-16 weeks. We always include testing and validation phases before go-live.
Our agents are developed with robust APIs and follow financial market integration standards. We support integration via REST APIs, webhooks, and connectors for major CRM systems, ERPs, and investment platforms.
60-80% reduction in manual process time, 40% increase in lead conversion, 24/7 availability, 90% reduction in operational errors, and average ROI of 300% in the first year of implementation.
We implement end-to-end encryption, GDPR/CCPA compliance, security certifications, 24/7 monitoring, and regular audits. All data is processed in a secure and isolated environment, with backup and disaster recovery.
Yes! Our agents are designed to be flexible and adaptable. We offer custom configuration, specific training with your data, visual identity adaptation, and development of new features as needed.
We offer differentiated support with dedicated technical team, SLA guarantee, monthly monitoring, continuous improvements, and strategic consultancy to maximize results.
Contact our team for a personalized demonstration and discover how our AI agents can transform your financial operation.