AI Agents Built for Financial Markets

Specialized solutions for financial markets. Each agent is an AI system developed specifically for a critical area: investments, personalized offers, compliance, risk, and back-office.

Part of
NVIDIA Inception Program
Microsoft for Startups

Why vertical agents work better

Generic AIs try to do everything, but deliver little. Our vertical agents are developed specifically for each function and integrate into your infrastructure. Focus on specialization, native compliance, and total explainability.

Extreme Specialization

Each agent is a specialized AI system developed specifically for a function: investments, offer personalization, compliance, risk, and back-office.

Deep knowledge in each vertical

Regulatory Knowledge

Each agent is born with deep knowledge of specific regulations in its area. SEC, FINRA, and federal requirements.

Native compliance, not added

Total Explainability

Every decision is justified and auditable. Our agents explain the reasoning behind each recommendation.

Total transparency for regulators

Intelligent Scalability

Each specialist can be replicated and adapted for different institutions and needs.

Flexible adaptation for your operation

Focus on Results

Our agents are developed with focus on practical results. We work with metrics defined together with the client to measure real impact.

Metrics aligned with business objectives
Efficiency increase
Time reduction
Revenue growth

Advanced Protocols and Interoperability

Our agents are built with modern protocols and support interoperability through the A2A (Agent-to-Agent) protocol, enabling communication between agents from different vendors.

Secure communication between agents from different vendors

Products & Solutions

Purpose-built agents that integrate seamlessly with your existing infrastructure

Revenue-Generating Investment Advisor
Specialized Product

Revenue-Generating Investment Advisor

Specialized investment product that deeply understands SEC regulations. Analyzes profiles, recommends products, monitors portfolios and ensures total compliance. Ready for immediate implementation.

Custom agents
Custom Development

Custom Agent

We develop specialized agents tailored to your institution's specific needs. Each agent is developed from scratch, trained with your data and processes, and integrated into your existing systems.

Marko - Investment Assistant
Public Product • Free

Marko - Investment Assistant

Your intelligent investment assistant on WhatsApp. Connect your account via Open Finance and get a consolidated view of your investments. Real-time data, strategic analysis and simulations - all free and no registration required.

FalconEye - Fraud Detection
Security Solution

FalconEye - Fraud Detection

Stop fraud in real-time on ACH, wire transfers, cards, and onboarding. Automatic detection of suspicious transactions, shell accounts, and anomalous behavior — before settlement. Specialized AI system that analyzes each transaction in milliseconds.

Success story

How W2+ Investimentos solved platform complexity for their users

The problem: Users didn't understand the platform mechanics and missed opportunities. The solution: AI agent that guides and automatically configures. The result: -70% abandonment, +85% opportunities seized, 98% satisfaction.

W2+ Investimentos

Investment fintech

The Real Problem

Users often didn't understand platform mechanics or missed investment opportunities due to inability to properly configure investment agents. Platform complexity generated frustration and customer abandonment.

The Solution

We developed an AI agent that completely simplifies the user experience. The agent guides clients step by step, automatically configures investment parameters, and clearly explains every recommendation. Users no longer need to understand complex mechanics - the agent does everything for them.

The Results

-70% Abandonment
+85% Opportunities seized
98% Satisfaction

"The agent built by AIQGEN greatly simplified the user's life. Before, our clients got lost on the platform and missed opportunities. Now, the agent guides every step and configures everything automatically. Our clients finally manage to take advantage of all investment opportunities."

JS

João Silva

CTO, W2+ Investimentos

Pricing

Results-based pricing

Our pricing is based on results, tied to measured revenue increase or cost reduction. We define success metrics together and you pay a percentage only on the results achieved.

Pay only for success

We develop and implement the agent with no upfront cost. You pay a percentage only on the measured and previously agreed results.

% of Results Achieved
  • ✅ No upfront development cost
  • ✅ Implementation included
  • ✅ 24/7 support
  • ✅ SEC, FINRA and federal compliance included
  • ✅ Real-time performance reports
  • ✅ Customized agents for your institution

How does it work?

1

Free analysis

We analyze your operation, identify opportunities, and define measurable success metrics together. No commitment.

2

Cost-free implementation

We develop and implement the AI agent specific to your need. The upfront investment is made by us.

3

Results measurement

We track the agreed metrics and measure revenue increase or cost reduction. Transparent and periodic reports.

4

Payment for success

You pay only a percentage of the result obtained. If there's no result, you pay nothing.

Strategic content for leaders and investors

The Economics of Agent Ecosystems in Finance

The Economics of Agent Ecosystems in Finance: Evidence, Uncertainties, and Emerging Directions

Explore how multi-agent AI systems are reshaping financial institutions through open protocols, orchestration fabrics, and distributed intelligence architectures. (Nov, 2025)
Read full article →
Why the future of financial markets will be verticalized with AI?

Why the future of financial markets will be verticalized with AI?

The future won't be generic: discover why only vertical AI agents will be able to meet the complexity of finance. (Sep, 2025)
Read full article →
From raw data to real value

From raw data to real value: how AI agents transform Open Finance into opportunities

Understand how verticalized AI agents use Open Finance data to generate personalization, efficiency, and new revenue streams. (Sep, 2025)
Read full article →
Revenue-generating investment advisor

Revenue-generating investment advisor: how to increase revenue without multiplying team

Discover how verticalized AI agents expand revenue, personalize offers, and scale service without inflating your team (Sep, 2025)
Read full article →
Financial institution in 2030

From banks to agent factories: how financial institutions will be in 2030

A prospective look at the structural transformation of the sector. (Sep, 2025)
Read full article →

Ready to learn about our AI agents?

Schedule a demonstration and discover how we can help your financial institution with specialized artificial intelligence.

Frequently asked questions

Implementation and operation questions

Address your questions about implementation time, agent adaptation, and how our digital specialists can optimize your financial operation.

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Talk to us

Questions about our AI agents? Contact us: contact@aiqgen.com

Talk to us
João da AIQGEN

João da AIQGEN

Financial AI Consultant • Online

Hello! I'm a specialist in AI agents for financial markets. How can I help you today? 💼