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AI agents in investment operations, explained
Vendor-neutral guides for COOs, CTOs and the teams who run the books — what agentic platforms are, how they are governed, and where they actually help. Each guide answers one question well.
6 min read
What is an agentic platform?
An agentic platform is the infrastructure that runs, governs and observes AI agents as managed, auditable services. Definition, components, buyer checklist.
6 min read
AI agents vs. copilots: what actually differs
Copilots answer questions beside your tools; AI agents execute bounded tasks inside them. The technical, operational and governance differences explained.
7 min read
AI agents for asset management: a practical guide
What AI agents actually do in asset management — reconciliation, data quality, NAV oversight, reporting — and what it takes to run them in production.
7 min read
Governed AI for investment operations
What AI governance means concretely in investment operations: declared agents, evaluation gates, approval policies and audit trails — and why pilots stall without them.
6 min read
AI reconciliation: from matching to investigation
How AI changes reconciliation: machine-learning matching, agentic break investigation, root-cause analysis with evidence — and the controls that make it auditable.
6 min read
LLMs in enterprise data management (EDM)
Where large language models genuinely help enterprise data management: rule authoring, exception remediation, configuration Q&A — grounded, typed and governed.
6 min read
Human-in-the-loop AI in finance, done properly
Human-in-the-loop (HITL) is the control pattern where AI proposes and accountable humans approve. Design patterns, anti-patterns and audit requirements for finance.
7 min read
Are AI agents safe for banks and asset managers?
AI agents are safe in finance only when the platform constrains what they can see and do: identity, tool policies, tenant isolation, vaults, audit. A CISO's guide.
7 min read
Sovereign AI for European financial services
What sovereign AI means for European financial institutions: residency, jurisdiction, operational control and model choice — and how to evaluate vendor claims.
6 min read
MCP in finance: the Model Context Protocol explained
What the Model Context Protocol (MCP) is, how it works, and why it matters for financial institutions connecting AI agents to systems of record — safely.