AI built for financial services
Agent Fleet represents pure innovation designed specifically for Banking, Asset Management and Private Markets. We at Acuity Analytics have taken two decades of domain expertise and insights fused with advanced AI to create automation that's auditable, compliant and ready to deploy in days, not months.
Unlike generic AI, every agent is trained on real client workflows, ensuring traceability, consistency and alignment to regulated industry standards. The impact? You get AI that actually works in your environment.
Speed to insight
Processes that took days are now turned around in minutes, enabling faster decisions and greater agility.
Accuracy at scale
Less human error, greater consistency and standardised outputs across teams.
Capacity without headcount
Scale up without expanding analyst teams enabling growth without additional overhead.
Higher-value focus
Free up skilled professionals for judgement, decision-making and client service.
How our innovation drives results
AI agents follow a structured workflow to deliver insights and automate key processes:
AI agents pull in structured and unstructured data from multiple sources (internal and external).
AI applies financial logic, detects patterns and extracts key insights from the data gathered.
Agents work together to run end-to-end processes, handling routine tasks and decision points.
AI produces structured reports, visual summaries and insights that are decision-ready.
Analysts use AI-driven insights to refine strategies, assess risks and drive outcomes.
Domain-trained agents that deliver impact
Includes pre-built agents for core financial services tasks
- Data extraction and analysis: Structured and unstructured sources, public, private and proprietary datasets
- Credit and risk workflows: Spreading, covenant monitoring, underwriting and portfolio oversight
- Market and investment research: Profile generation, sector analysis, coverage updates and LP memos
- Deal cycle support: Origination, due diligence, and valuation analysis
- Outputs published direct into Word, Excel and PowerPoint or branded templates
Modular, scalable, no-code deployment
- Deploy what you need: Adopt pre-configured agents out of the box or build customised workflows from scratch
- Scale without expanding headcount: Add agents as processes grow, with enterprise-grade governance built in
- No-code customisation: Configure or adjust workflows without heavy development resources
Auditability and control built-in
Every workflow is governed by expert-defined processes with human-in-the-loop validation. This innovation ensures results are:
- Traceable: Full visibility to source data and confidence scores throughout process
- Consistent: Aligned with firm-level standards and policies
- Compliant: Built for regulated environments
Technology and innovation that integrates
- Plug-and-play integration: Connect with enterprise systems via APIs
- Configurable workflows: Prompt libraries and workflow generators shaped by thousands of real clients use cases
- Model-agnostic flexibility: Integrate proprietary, public or third-party models for maximum adaptability
Our market data partners
Deployment that fits your business
Whether you need rapid deployment of standardised workflows, process-level execution or fully customised AI architectures, Agent Fleet can be tailored to your business. The innovation meets you where you are. The impact grows with your needs.
Our clients
Connect with us
To start your transformation, drop us a note.