Industries

Agentic Banking Operations

Business-process offerings built on Alti AiOS: agentic experiences, governed human review, connected context, observability, security, and reusable model-platform deployment patterns.

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What this portfolio does: targets regulated banking workflows where alerts, trades, disputes, onboarding, advice, payments, enterprise data and human decisions have to come together in a trusted agentic experience.

Portfolio at a Glance

Ten agentic offerings for regulated banking

01 Financial Crime AML Alert Investigation & Detection Takes an alert, or just a file of transactions, and hands the analyst a finished case to sign off. 02 Trade Operations Trade Break Resolution & Corporate Actions Turns a failed trade, or a dense SWIFT message, into a ledger update a person can stand behind. 03 Fraud & Disputes Fraud & Dispute Resolution Assembles case evidence, applies bank policy and produces a review-ready recommendation. 04 Onboarding & KYC Customer & Merchant Onboarding Governed KYC and KYB onboarding with maker and checker sign-off on every case. Complete, traceable records that improve audit and regulatory readiness. 05 Wealth Management Intelligent Advisor Platform Trusted advisor-assisted planning turns complex household questions into clear, personalised recommendations and client-ready action plans, improving decision confidence and advisor productivity while preserving professional judgement, transparency and compliance. 06 Capital Formation Capital Formation Review AI-powered QA reviews investment decks for financial, narrative, tone and version inconsistencies before leadership or LP delivery. Every finding is evidence-backed, traceable to the exact slide and reviewed by a human, without altering the source deck. The result is faster, consistent and audit-ready deck assurance with lower reputational risk. 07 Payments Agentic Payments — Commerce Agentic payments turn product discovery into an end-to-end conversational purchase, increasing conversion while preserving user consent, security and auditability. 08 Property & Booking Agentic Payments — Hospitality Intelligent buyer-property matching converts cancellations into new sales opportunities while helping customers secure properties that match their original preferences. 09 Investor Intelligence Individual Investor Intelligence Turns fragmented investor data into timely, explainable and accountable guidance, and recommends the next-best action. 10 Institutional Intelligence Institutional Intelligence One explainable next-best action with forecast confidence, evidence citations and policy cautions, reviewed by a human and recorded in a complete audit trail.
Alti AiOS Capability Layer
  • Experience Layer
  • Agent Orchestration
  • Context / KG
  • Tool Integration
  • HITL Workflow
  • Evaluation
  • Observability
  • Governance
  • Security
  • Audit Trace
Supported Reference Deployments
Gemini Enterprise
reference deployment
OpenAI
supported deployment
Anthropic
supported deployment
Risk and regulatory posture: MVPs are decision-support and workflow acceleration patterns. Model risk management sign-off, customer-specific validation, and production controls for regulatory reporting remain implementation workstreams.
Financial Crime

Agentic AML Investigation & Detection

  • 40 to 9 minto get a case ready for review
  • 1,785 hoursgiven back to the team each month
  • 3.7xmore alerts at the same headcount
  • $14.9Min activity the rules never flagged
Industry Pain Points
  • An analyst spends around 40 minutes assembling a case before the review can even begin, and roughly nine out of ten alerts turn out to be nothing.
  • Threshold rules only watch limits, so a customer who stays just below them is never flagged at all.
  • Changing a rule means raising it with the vendor and waiting for the next release, so tactics that shift in months meet a rule book that shifts in years.
  • Risk teams will not sign off on detection that cannot say why it flagged something, so promising models never leave pilot.
Business Outcomes with Agentic AiOS
  • Cuts case preparation from about 40 minutes to 9, giving roughly 1,785 hours back to the team every month.
  • Reads the whole transaction book rather than the alert queue alone, surfacing $14.9M of activity the rules missed.
  • Handles 3.7x the alert volume at the same headcount and is 5x better at picking out the cases that matter.
  • Around $2.06M of potential annual saving, with every conclusion tied to a record an auditor can open.
Risk & Control Pattern
Human Disposition
Nothing closes or files itself. A person decides and selects a reason code before the outcome is recorded.
Evidence Citation
Every point in the narrative links back to a real record, including the ones that clear the subject.
Rule Governance
Each signature carries a version, an owner and an approver. Only the chief risk officer switches one on.
Quality Control Gate
If the write-up asserts something it cannot evidence, the case routes to a person instead of the queue.
Core Capabilities We Bring
  • Alert intake, triage and raw transaction book screening
  • Entity resolution, pattern detection and risk context
  • External intelligence, ownership and adverse media
  • Evidence assembly, disposition narrative and quality control
  • Signature factory: new pattern, backtest and risk sign-off
AiOS Capabilities Applied
Experience Layer Agent Orchestration Rules Engine Tool Integration HITL Workflow Evaluation Observability Governance Security Audit Trace
Agent Mesh
intake_triage entity_resolution pattern_detection risk_context external_intelligence ownership_media evidence_assembly disposition_narrative quality_control review_routing

Ten agents run over a deterministic detection layer. The pattern engine does the arithmetic, and the agents read and explain what it finds.

Demo Assets & Enablement Links
Demo VideoClick PathOutputs
Link placeholder Alert or transaction book, investigate, evidence, approve, outcome Evidence pack, written summary, decision and rationale, missed-activity report, candidate rule for sign-off, auditor record
Trade Operations

Agentic Trade Breaks & Corporate Actions

  • 42 to 3 minto work one break
  • 214 to 94breaks an analyst has to open
  • 412 accountsupdated in a single run
  • 100%of postings cite their source
Industry Pain Points
  • A trade fails over a fee or a date, and the proof of what was agreed is a line in a chat rather than a field in a system.
  • A split, dividend or merger lands as a dense SWIFT message, and someone reads it and then edits every affected account by hand.
  • Analysts open more breaks each day than they can work properly, so the routine ones absorb the time the disputed ones need.
  • Entitlements are recalculated account by account, where a single arithmetic slip carries straight into client positions.
Business Outcomes with Agentic AiOS
  • Time to work one break falls from 42 minutes to 3, and the number an analyst has to open drops from 214 to 94.
  • A single corporate action run updates 412 accounts, with per-account entitlements calculated rather than generated.
  • Every posting cites its source, so an approver sees the chat line and the broker confirm side by side.
  • Settlement corrections leave as a proper cancel-and-replace instruction, not a silent edit to a booked trade.
Risk & Control Pattern
Evidence Citation
Every number in an amendment points at the message or document it was drawn from.
Named Approver
Small fixes post straight through. Anything above the limit needs a name and a note before it moves.
Reason Codes
Each amendment carries a coded rationale into the ledger and the audit record.
Point-in-time Limits
The head of back office sets the thresholds and can show what they were on any past date.
Core Capabilities We Bring
  • Exception intake and broker confirm parsing
  • Chat evidence adjudication and economic terms reconciliation
  • Amendment drafting with standing settlement instruction validation
  • Corporate action extraction, holdings lookup and entitlement calculation
  • Ledger updates and SWIFT cancel-and-replace messaging
AiOS Capabilities Applied
Experience Layer Agent Orchestration Deterministic Calculators Tool Integration HITL Workflow Policy Gate Observability Governance Security Audit Trace
Agent Mesh
Exception intake Confirm parser Chat evidence Terms reconciler Amendment drafter SSI validator* CA extractor Holdings lookup* Entitlements* Ledger updates*

The agent count fits the job, one for a routine corporate action and five for a disputed break. Starred steps are fixed rules and arithmetic rather than a model.

Demo Assets & Enablement Links
Demo VideoClick PathOutputs
Link placeholder Review the work, run investigation, inspect evidence, approve actions, outcomes Ledger amendment, cited evidence, MT541 cancel-and-replace, MT545 confirmation, per-account entitlements, point-in-time audit export
Fraud & Disputes

Agentic Fraud & Dispute Resolution

  • under 2 minevidence assembly target
  • 85% or betterrecommendation agreement target
  • 40%reduction in analyst handling time
  • Near zeroregulatory and network breaches
Industry Pain Points
  • Twenty to forty minutes goes into gathering evidence before an analyst can form a view on a single claim.
  • Intake spans fraud, merchant, processing and billing disputes, each with a different evidence trail and a different clock.
  • First-party fraud is hard to judge from the record alone, and over-approving it is expensive.
  • Wrong reason codes are the single largest cause of lost chargebacks, and missed credit or representment windows turn into breaches and write-offs.
Business Outcomes with Agentic AiOS
  • Evidence assembly target of under 2 minutes, with unavailable evidence identified rather than quietly omitted.
  • Recommendation agreement target of 85% or better against analyst decisions, backtested on dispute history.
  • Around 40% reduction in analyst handling time across the queue.
  • Near zero regulatory and network deadline breaches, because the tighter of the two clocks sets queue priority.
Risk & Control Pattern
Human Approval Gates
Every final denial and configured provisional-credit decision stays with the analyst.
Low-confidence Routing
Ambiguous narratives and thin evidence go to a person rather than to a recommendation.
Case-scoped Access
Retrieval and tool access are bounded to the case, with tokenisation and PII masking applied.
Override Audit Trail
Override reason, per-case traces, retrieval lineage and agreement drift are all kept.
Core Capabilities We Bring
  • Claim intake, normalisation and reason code assignment
  • Case-scoped evidence retrieval and missing evidence detection
  • Case narrative, first-party fraud assessment and cited policy clauses
  • Provisional credit advice separated from chargeback, denial or write-off outcome
  • Customer communication, representment content and audit record drafting
AiOS Capabilities Applied
Experience Layer Agent Orchestration Deadline Service Policy Rules Service HITL Workflow Evaluation Observability Governance Security Audit Trace
Agent Mesh
Intake Agent Evidence Agent Investigation Agent Recommendation Agent Compliance Agent Deadline service* Policy rules service*

Five agents in sequence with checkpoints, so a case can wait on missing evidence and resume. Starred services are deterministic and sit outside the model.

Demo Assets & Enablement Links
Demo VideoClick PathOutputs
Link placeholder Intake, evidence, investigation, recommendation, compliance drafting Structured case, evidence pack, first-party fraud score, cited recommendation, customer draft, audit trail
Onboarding & KYC

Agentic Customer & Merchant Onboarding

  • Faster decisionson KYC and KYB onboarding
  • Maker + checkertwo authenticated humans on every case
  • Audit readypolicy version and evidence on every decision
  • Lower costautomated evidence and case preparation
Industry Pain Points
  • KYC and KYB policy sits in documents and is interpreted by hand, so two reviewers reading the same file can reach different answers.
  • Applicant data, screening results and reviewer notes live in separate systems, so assembling a case is manual work before any judgement begins.
  • Review is slow, repetitive and costly, and decisions vary across reviewers, teams and locations.
  • Evidence, policy versions and decision ownership are hard to reconstruct, which makes audit and regulatory readiness expensive.
Business Outcomes with Agentic AiOS
  • Faster onboarding and KYC or KYB decisions, with extraction, validation and screening done before a human opens the case.
  • Clear human accountability through controlled access and separation of duties between maker and checker.
  • Complete, traceable records that improve audit and regulatory readiness.
  • Higher application volume without proportionally increasing compliance staff, and lower operating cost through automated evidence collection.
Risk & Control Pattern
Maker and Checker
Two authenticated people sign a case. The maker assembles and proposes, the checker approves or rejects, and neither step closes by itself.
Versioned Policy Rules
Policy evaluation runs as deterministic code with a version, an owner and a rule result ledger rather than as model judgement.
Immutable Audit Log
Every agent action, policy version, tool call, human decision and remediation is written to an append-only record.
Governed Agent Registry
Only approved specialist agents are reachable, and every task is routed and traced through the A2A gateway.
Core Capabilities We Bring
  • Intake profiling and applicant or merchant data capture
  • Document processing and extraction with Document AI and Gemini
  • Extraction validation against versioned document controls
  • AML and sanctions screening through governed provider APIs
  • Deterministic policy evaluation with maker and checker assist
AiOS Capabilities Applied
Experience Layer Agent Orchestration Policy Engine Tool Integration HITL Workflow Evaluation Observability Governance Security Audit Trace
Agent Mesh
intake_profile document_processing extraction_validation screening policy_evaluation maker_assist checker_assist central_orchestrator

Seven specialist agents run under a central orchestrator on the A2A control plane, with policy evaluation held in deterministic services outside the model.

Demo Assets & Enablement Links
Demo VideoClick PathOutputs
Link placeholder Configure policy and agents, capture applicant information, extract and screen evidence, evaluate policy and review, approve and audit Case file, validated document evidence, screening results, policy evaluation with rule versions, maker and checker decisions, immutable audit log
Wealth Management

Agentic Intelligent Advisor Platform

  • Advisor lednothing reaches a client without approval
  • Household viewgoals, estate, education, portfolio and tax together
  • Source traceddecision and evidence kept as one record
  • Faster preparationless time assembling advice
Industry Pain Points
  • Household decisions affect several goals at once, and fragmented guidance slows the advisor down.
  • Clients receive inconsistent experiences across advisors and channels, which weakens confidence.
  • Advisors need a clear way to explain choices while retaining professional judgement.
  • Legal and tax questions arrive mixed into planning conversations and need routing rather than answering.
Business Outcomes with Agentic AiOS
  • Reduced preparation time and improved response speed on household planning questions.
  • Clients understand the choices in front of them and act with more confidence.
  • Increased advisor capacity while maintaining service quality.
  • Stronger trust through visible advisor ownership of every recommendation that reaches a client.
Risk & Control Pattern
Response Validation
Every agent response is checked against the planning contract before an advisor sees it.
Advisor Approval
Nothing reaches a client until the advisor confirms what may proceed.
Professional Handoff
Legal and tax matters route to the right professional rather than being answered by the platform.
Review Record
The decision, the approved presentation and the source trace are retained together.
Core Capabilities We Bring
  • Planning intake: goal identification, household context and clarification
  • Specialist advice across estate, vehicle, education, portfolio and tax
  • Recommendation summary and approval preparation
  • Client presentation composed only from approved content
  • Advisor governance with validation, approval and professional handoff
AiOS Capabilities Applied
Experience Layer Agent Orchestration Policy Engine Tool Integration HITL Workflow Evaluation Observability Governance Security Audit Trace
Agent Mesh
advice_orchestrator household_context planning_specialists advisor_conversation advisor_delivery response_validation

A planning intake agent, specialist advice agents and a delivery agent work behind an agent mesh, with a deterministic router deciding which specialist runs.

Demo Assets & Enablement Links
Demo VideoClick PathOutputs
Link placeholder Ask, understand, specialist review, advisor review, client response Advisor-ready recommendation, approved client presentation, review record with decision and source trace
Capital Formation

Agentic Executive Deck Review

  • Shorter cyclesreview and approval before investor meetings
  • Six specialistsrunning in parallel on one deck
  • Cited findingsevery finding points at a source item
  • Separate copyannotations land outside the source deck
Industry Pain Points
  • Capital formation teams QA executive investment decks slide by slide before they reach leadership and LPs, which is slow, inconsistent and high stakes.
  • Reviewers cannot safely delegate financial, tone and version checks without risking hallucinated findings or altered source decks.
  • Conflicting or unsupported information reaches stakeholders when checks are manual and late.
  • Review quality varies by deck and by reviewer, so the same issue is caught in one cycle and missed in the next.
Business Outcomes with Agentic AiOS
  • Shorter deck review and approval cycles before investor or leadership meetings.
  • Less manual effort and less late-stage rework.
  • Improved confidence in financial claims, messaging and presentation quality.
  • Consistent review quality across more decks without adding equivalent review effort.
Risk & Control Pattern
Source Deck Protection
The original deck is never edited. Findings land in a separate annotated review copy.
Evidence Access Policy
Agents read only what the evidence review rules allow, and every access is recorded.
Finding Validator
A finding that cannot be traced to a source item does not reach the reviewer.
Named Reviewer
An authenticated reviewer accepts or sends back the package before a readiness outcome is recorded.
Core Capabilities We Bring
  • Document parsing and prior annotation reading
  • Tone, format, duplication and numeric review running in parallel
  • Preferences and version difference checks
  • QA report assembly with severity and readiness
  • Deck annotation and decision packaging
AiOS Capabilities Applied
Experience Layer Agent Orchestration Policy Engine Tool Integration HITL Workflow Evaluation Observability Governance Security Audit Trace
Agent Mesh
document_parser annotation_reader tone_format duplication_numeric preferences_reviewer version_diff qa_report deck_annotator

Six review specialists run in parallel under a central orchestrator, with a QA report agent and a deck annotator preparing what the reviewer sees.

Demo Assets & Enablement Links
Demo VideoClick PathOutputs
Link placeholder Intake, extract and map, parallel review, QA synthesis, review copy Prioritised QA report, readiness recommendation, annotated PPTX or PDF, executive issue summary, evidence trace
Payments

Agentic Payment Completion with Human Authorisation

  • In conversationpurchase completed without leaving the chat
  • Mandate backedAP2 authorisation before any instrument is used
  • Threshold heldpayments above the limit stop for a person
  • Full audit chainconsent, transaction and decision recorded
Industry Pain Points
  • Users start a product search in chat but have to leave the conversation to complete purchase and payment, which breaks the experience.
  • Agents can act on a user's behalf, but no secure cross-platform framework exists for payments and consent verification.
  • Industry research from Forrester and Gartner puts lead-to-deal conversion extremely low, with reactive chat recovering only a fraction of it.
  • Consent and transaction evidence sit in different systems, so disputes are slow and expensive to resolve.
Business Outcomes with Agentic AiOS
  • Higher conversion by removing checkout abandonment from the conversation.
  • Faster purchases with fewer steps and handoffs.
  • Greater trust through explicit consent, secure credentials and transaction limits.
  • Better compliance and dispute resolution through a complete audit trail, with lower integration effort from a reusable cross-platform payment framework.
Risk & Control Pattern
Mandate Service
A digital payment mandate is created and authorised under AP2 before any payment instrument is used.
Verifiable Credentials
Identity is verified against trusted credentials rather than asserted by the agent.
Threshold Rejection
Payments above the configured limit do not succeed, and the attempt is recorded.
Audit Logging
Consent, authorisation, transaction verification and rejection all land in the same audit chain.
Core Capabilities We Bring
  • Intent extraction, confidence scoring and completeness assessment
  • Product and service matching, vendor selection and price comparison
  • Mandate creation and payment processing under AP2
  • Payment instrument and credential handling through the processor
  • Audit logging and threshold enforcement
AiOS Capabilities Applied
Experience Layer Agent Orchestration Deterministic Services Tool Integration HITL Workflow Evaluation Observability Governance Security Audit Trace
Agent Mesh
intent product_matching procurement conversation mandate_service* workflow_engine*

Four agents work behind an A2A communication hub. Starred mandate, credential and workflow services run deterministically outside the model.

Demo Assets & Enablement Links
Demo VideoClick PathOutputs
Link placeholder Start and search, review and cart, add a second item, checkout and authorise, verify and audit Completed transaction, AP2 mandate, verifiable credential check, payment confirmation, threshold rejection record, audit chain
Property & Booking

Agentic Booking Waitlist & Re-engagement

  • Re-engagementcancellations offered to waiting buyers
  • Automatic re-bookinginside the configured wait window
  • Preference keptsecond choice held and matched
  • Verified bookingevery change confirmed and recorded
Industry Pain Points
  • Buyers search on property marketplaces only to find their preferred property is no longer available, which wastes time and pushes them to switch platforms or settle for a weaker option.
  • When a buyer cancels, another qualified buyer is rarely available at that moment, so the revenue opportunity is lost.
  • Most buyers drop out between shortlisting a property and completing the booking rather than at the payment step.
  • Waitlists are managed by hand, so a release is noticed late or not at all.
Business Outcomes with Agentic AiOS
  • Increased conversion by re-engaging customers when their preferred property becomes available.
  • Improved customer experience through fewer repeated searches and less pressure to accept unsuitable alternatives.
  • Stronger retention, keeping buyers on the platform instead of losing them to competitors.
  • Shorter sales cycles by matching available properties with pre-qualified buyers faster.
Risk & Control Pattern
Mandate Service
Automatic booking happens only inside an authorised mandate with a defined wait window.
Buyer Confirmation
The buyer verifies the new booking before it is treated as final.
Configured Limits
Wait duration, preference order and value limits are set by the operator, not by the agent.
Audit Logging
Waitlist entry, release, re-booking and verification are all recorded.
Core Capabilities We Bring
  • Property search, intent extraction and completeness assessment
  • Booking and waitlist registration with preference order
  • Cancellation and release detection
  • Automatic re-booking inside the configured window
  • Verification, notification and audit trail
AiOS Capabilities Applied
Experience Layer Agent Orchestration Deterministic Services Tool Integration HITL Workflow Evaluation Observability Governance Security Audit Trace
Agent Mesh
intent product_matching procurement conversation mandate_service* workflow_engine*

The same agent platform as payment completion, composed for booking: intent and matching agents watch for a release and a procurement agent completes the re-booking under mandate. Starred services are deterministic.

Demo Assets & Enablement Links
Demo VideoClick PathOutputs
Link placeholder Book property one, book property two, join the waitlist, release a property, auto-book and verify Waitlist entry, release notification, automatic booking, verification record, audit trail
Investor Intelligence

Agentic Individual Investor Intelligence

  • Next-best actionexplainable and evidence linked
  • 3, 6 and 12 monthforecast horizons with a scenario range
  • Separated numericsthe model narrates, the ensemble forecasts
  • Advisor decidesapprove, edit or reject
Industry Pain Points
  • Investor data sits across portfolios, goals, interactions and service systems.
  • Advisors see risks late and act on recommendations that lack supporting evidence.
  • The same information is read differently by different advisors, so advice is inconsistent.
  • Recommendations without visible method or evidence do not pass compliance and model-risk review.
Business Outcomes with Agentic AiOS
  • More proactive advice, with forecasting that identifies emerging risks and opportunities before they become urgent.
  • Better advisor productivity, because the platform consolidates evidence and suggests one focused next-best action.
  • More personalised engagement, reflecting each investor's portfolio, goals, risk profile and recent interactions.
  • Greater trust and control, with transparent model outputs, confidence indicators and human approval on every final decision.
Risk & Control Pattern
Separated Numerics
The forecast comes from an explainable ensemble. The model writes the narrative and never produces the numbers.
Method and Guardrails
Model weights, confidence and guardrails are shown with every recommendation.
Evidence Citation
Source identifiers and cautions travel with the recommended action.
Advisor Authority
The advisor approves, edits or rejects, and the decision is recorded against the evidence.
Core Capabilities We Bring
  • Investor profile and goal suitability assessment
  • Explainable forecasting over 3, 6 and 12 month horizons
  • Relationship priority and portfolio performance signals
  • Evidence assembly with source identifiers and cautions
  • Next-best action synthesis with policy and access checks
AiOS Capabilities Applied
Experience Layer Agent Orchestration Deterministic Services Tool Integration HITL Workflow Evaluation Observability Governance Security Audit Trace
Agent Mesh
central_coordinator advisor_agent forecast_agent relationship_agent performance_agent evidence_agent

Five specialist agents run under a central coordinator, with the numerical forecast held in an explainable ensemble outside the model.

Demo Assets & Enablement Links
Demo VideoClick PathOutputs
Link placeholder Select investor, review intelligence, run forecast, generate next-best action, review and approve Explainable next-best action, forecast with scenario range, confidence and method, source identifiers and cautions, advisor decision record
Institutional Intelligence

Agentic Institutional Intelligence

  • Prioritisedinstitutions ranked by readiness and value
  • Downside, base, upsidescenarios with weights and guardrails
  • Evidence backedsources and cautions on every action
  • Human authorityapprove, edit or reject
Industry Pain Points
  • Performance, commitments, service records and interactions sit in disconnected systems.
  • Teams react late, and the evidence behind each decision is hard to trace.
  • Missed engagement windows weaken client confidence and put commitments at risk.
  • Model logic and policy controls vary across teams, so decisions cannot be compared or defended.
Business Outcomes with Agentic AiOS
  • Prioritised engagement, ranking institutions by readiness, value and service risk.
  • Earlier intervention, surfacing funding, performance and service signals before outreach.
  • Faster preparation, assembling evidence and a focused next action automatically.
  • Consistent decisions, applying common model logic and policy controls across teams while retaining evidence, model output and the human decision.
Risk & Control Pattern
Separated Numerics
Readiness scoring runs in an explainable ML ensemble. The model synthesises the action and does not forecast.
Weights and Guardrails
Model weights and confidence are shown alongside every recommendation.
Evidence and Cautions
Sources and cautions are attached to the recommendation before it reaches an advisor.
Named Approval
An advisor approves, edits or rejects, and the record is retained for review.
Core Capabilities We Bring
  • Institution selection with portfolio, commitment and service data retrieval
  • Readiness forecasting with downside, base and upside scenarios
  • Relationship, performance and evidence agent coordination
  • Next-best action synthesis grounded in retrieved evidence
  • Decision capture under policy and access controls
AiOS Capabilities Applied
Experience Layer Agent Orchestration Deterministic Services Tool Integration HITL Workflow Evaluation Observability Governance Security Audit Trace
Agent Mesh
central_coordinator advisor_agent forecast_agent relationship_agent performance_agent evidence_agent

The same coordinator and specialist agents as investor intelligence, tuned for institutional readiness and service risk.

Demo Assets & Enablement Links
Demo VideoClick PathOutputs
Link placeholder Select institution, generate forecast, coordinate specialist agents, generate next-best action, review and approve Explainable next-best action, downside, base and upside scenarios, weights and guardrails, sources and cautions, approval record
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