A governed AI agent for financial advisers
50% faster risk assessment and recommendations
- Sector
- Fintech: financial advice
- Market
- Netherlands
- Timeline
- Ongoing since 2025
50%faster risk assessment and recommendations
70%less manual compliance documentation
55%fewer bugs
The challenge
Advisers at a fintech start-up worked through fragmented, manual processes for risk assessment, recommendations and compliance documentation.
What was built
- An AI agent that replaces the manual advisory workflow, orchestrated with LangGraph
- Guardrail validation on every output before it reaches an adviser
- Tracing and evaluation of model behaviour in production
How it was built
- Cohere models orchestrated through LangGraph
- Langfuse for tracing and evaluation