Acuity Knowledge Partners (Acuity) has introduced the Acuity Agent Fleet, a specialised Agentic AI platform designed for the financial services sector, including banks, asset managers, and private equity firms.
This platform is built on real-world processes and currently being incorporated into Acuity’s digital solutions.
Go deeper with GlobalData
The modular and scalable nature of the fleet allows for the deployment of multiple agents tailored to specific client workflows.
It features a no-code workflow automation system, which includes an agentic library comprising various agents specifically designed for financial services tasks.
These agents can perform functions such as data extraction, quantitative and qualitative analysis, and document publishing within Microsoft Office 365.
The platform is governed by expert-defined workflows, ensuring that tasks are executed reliably according to organisational processes.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataBy automating repetitive tasks, the platform allows human resources to concentrate on more strategic activities, thereby aiming to enhance financial outcomes.
Its applications include streamlining workflows for profile generation, credit underwriting, and market research.
The technology is adaptable, allowing banks in various markets to implement it quickly, thus fostering competition and promoting sustainable returns for early adopters.
In asset management, the platform is designed to assist firms in reallocating human resources towards generating alpha.
Asset managers can deploy workflows for portfolio valuation analysis, pricing exceptions, and market and sector analysis using the platform’s advanced research agents.
Additionally, private equity firms can leverage Acuity’s AI data mining and automation models to identify new opportunities and refine exit strategies.
Initial workflows focus on enhancing front office operations, including deal sourcing, due diligence, and limited partner investment memoranda.
Acuity CEO Robert King said: “Today marks another major step forward for Acuity as a technology-first, digital solutions provider to the world’s financial services industry. A new age of change is upon us. We are embracing the AI revolution, and building upon it.”
