Multi-agent and RAG research assistants for financial services.

AI assistants that help with investment research and compliance questions, using RAG with source attribution and secure audit logging.

The problem

Analysts spent too long pulling together research and compliance checks from many sources, and any AI tool had to meet strict audit and data-control rules.

How it's built

An Amazon Bedrock investment assistant with multi-agent orchestration and RAG.
A banking research and compliance assistant using Azure AI services, RAG, Entra ID and APIs.
A companion Google Vertex AI RAG assistant using embeddings and vector search, with source attribution.
Guardrails, controlled access and secure audit logging for regulators.
Python services, with evaluation and monitoring as part of delivery.

What shipped

AI research assistants delivered with guardrails, controlled access, source attribution and audit logging.

Clean handoff

Built for a regulated environment: human approval steps, audit logging and controlled access throughout.

Talk about a build like this →