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Financial services · One platform for every AI agent
A new agent is configuration, not code.
A mid-size financial-services company needed its AI agents to stop being one-off software projects. Each new agent took a developer and a deploy, and its safety depended on who had built it.
We rebuilt the service as a platform where an agent is a document, not code, and where safety, limits, audit and human approval come built in. Six agents run on it in production today, across chat, voice and the company's app, one of them written by the client's own security team.
Financial services · AI agents · Platform
agent definition
- Model
- Persona
- Tools
- Knowledge
- Limits
- Approvals
- Input screened
- Tools run, results screened
- Answer screened
- A person approves sensitive actions
- Every action recorded
- Voice
- Slack
- App
- Schedule
Running in production
- 6
- AI agents in production
- ≤ 5 min
- from a published change to live, with no deploy
- ~30 s
- to switch off an agent or a tool
- 12,000+
- automated tests passing at release
More threads for the nest
Like every project we create, it helps fund quality education for children in need through the Ninho Project.






