S P E C I A L I S T I N S I G H T
S P E C I A L I S T I N S I G H T
Jon O’ Donnell, Chief Operating Officer at Acuity Knowledge Partners, is spearheading the firm’ s latest innovation – the Agentic AI platform, built exclusively for the financial services sector. Leveraging over two decades of domain expertise, Acuity’ s Agent Fleet combines AI-driven task automation with no-code workflows to tackle high-effort processes such as research, data extraction and regulatory reporting. With compliance, auditability, and human oversight at its core, the platform represents a shift from general-purpose AI towards tailored, domain-specific solutions designed to drive efficiency, precision and innovation across financial institutions.
Could you walk us through a real-world example or use case where your Agent Fleet is delivering measurable value to a financial institution?
One of the most impactful use cases is in automated company profiling. Traditionally, analysts would spend hours gathering data, structuring profiles, and formatting them to client standards.
With our Agent Fleet, a sourcing agent pulls data from internal and external sources, while a structuring agent organises the information. A critique agent also reviews for consistency and compliance, and a publishing agent formats the final output in the client’ s template.
This process, which used to take several hours per profile, now takes just minutes, delivering huge productivity gains while maintaining quality and auditability. It’ s a clear example of how the Acuity Agent Fleet can free up people for higher value work.
Acuity’ s new Agentic AI platform is tailored for financial services. How does this differentiate it from general-purpose AI solutions, and what problems is it designed to solve for financial firms in particular?
Acuity Knowledge Partners’ Agentic AI platform is fundamentally different from general-purpose Artificial Intelligence( AI) because it’ s built specifically for the workflows, compliance needs and data environments of financial services. While general AI tools focus on generating content from prompts, Agentic AI is designed to reason, plan and execute complex, multi-step tasks. Because of our decades of experience in managing these workflows for our global client base, we are uniquely positioned to understand the intricacies of the process and develop our AI systems to execute these flows more effectively than generic AI.
Our platform uses a multi-agent approach, the Agent Fleet, where each agent has a specialised role, for example data sourcing, analysis, critique and publishing. These agents collaborate to complete tasks autonomously, ensuring outputs are not only fast but also accurate, auditable and aligned with financial industry standards. It’ s particularly effective in areas like research and regulatory reporting, and where precision, traceability and domain expertise are non-negotiable.
With growing scrutiny from regulators and stakeholders, explain how Acuity’ s approach to domain-specific, agentic AI helps financial services firms manage risk and remain compliant while unlocking new opportunities for innovation?
Compliance is built into the foundations of Agent Fleet and our agentic AI platform. Each agent is designed to operate within defined rules, providing audit trails and quality checks. Unlike other AI models, our agents provide transparent, explainable outputs where outputs are scored for the level of confidence that the Quality Assurance reviews indicate. This is crucial for financial institutions facing increasing regulatory scrutiny. By embedding
OUR GOAL IS TO MAKE AGENTIC AI NOT JUST A TOOL FOR AUTOMATION, BUT A FOUNDATION FOR TRANSFORMATION IN FINANCIAL SERVICES. www. intelligentfin. tech
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