Your institution. Your agents. Your way of working.
Build and deploy specialist agents for the work your institution depends on, inside Briefed Workspace and on the same foundation as Anya.
Not another collection of chatbots.
Your institution does not work through isolated conversations. It works through teams, documents, models, decisions and processes that carry on over time.
An agent in Workspace is built the same way. It has a responsibility, it draws on the knowledge and tools it is authorised to use, it keeps its context from one piece of work to the next, and it returns what it finds to the person who owns the work.
Different responsibilities. One Workspace.
An agent is configured around a job. These are four we would start the conversation with.
Deal Intelligence Agent
Keeps comparable-company analysis current, investigates changes in company filings, reconciles transaction information and prepares updated materials for the deal team to review.
Investment banking Private equity and creditDiligence and Covenant Agent
Reviews data rooms and borrower reporting, tests covenant definitions and finds inconsistencies across statements, agreements and the evidence behind them.
Private equity and credit Asset and wealth managementPortfolio Intelligence Agent
Holds each position against its investment thesis, reads new disclosures, tracks changing assumptions and brings material developments to the portfolio manager.
Asset and wealth management Corporate advisoryTransaction Intelligence Agent
Researches counterparties, investigates ownership structures, follows transaction developments and keeps the evidence and context behind each engagement.
Corporate advisoryThese are illustrative agent configurations, not products already deployed at a client.
Everything an agent needs. Already in Workspace.
Give it a mandate, knowledge and tools.
Say what the agent is responsible for, what it produces and when it must ask a person. Then give it permissioned access to the firm’s projects, documents and models, and to the Briefed Research and Intelligence capabilities you are entitled to. It works only with what it is authorised to use.
Let the work carry on.
Run an agent on demand, on a schedule or when something happens. It plans the work, shows its steps as it goes and keeps within a budget you set. Tasks and outputs sit in the same Workspace as the people who use them.
Keep people in control.
Anything consequential waits for approval. You see exactly what the agent will do, untick what you do not want, and read the evidence beside it before you decide. Nothing leaves the firm on its own.
Inspect it before you rely on it.
Permissions, spending limits, approval rules and escalation are set by you. The record of what an agent did is there to read.
Every claim traced to its passage.
The evidence ledger lists each claim an agent may cite, the source behind it and whether it passed its checks. Anything that fails a check never reaches the ledger.
Permissions, spend and audit in one place.
See what each agent can reach, what it has spent against its budget, and a log of what it did and under whose authority.
Decide what interrupts you.
Standing watches, an interrupt allowance and escalation rules set how often an agent is allowed to ask for a person, and who it asks.
Tested before it goes live.
A new version runs against a set of cases and beside the live one before it is promoted, and the previous version stays one step away.
Your agents. Working together.
A credit agent reviews an updated borrower pack. A research agent works out what it means. A reporting workflow assembles the findings for the investment committee.
Each has its own responsibility and its own limits. Briefed Workflows coordinates the process, and Managed Agents supplies the specialists that do the work. Access and budget narrow at every handoff, and the institution keeps the decisions.
Built on the foundation behind Anya.
Anya helps you through your working day. Managed Agents takes the same agent technology and gives your institution the specialist roles it needs. They share an execution foundation and the same authorised capabilities, and each keeps its own mandate, permissions, limits and history.
Workspace
Grids, Documents and Workflows in one place, with every figure traced to its source.
Explore Workspace
Anya
Your autonomous finance agent. Chat, Slack, Teams, WhatsApp, email, Excel and Word.
Meet AnyaResearch
A specialist research terminal, an analyst workbench and cases that stay current.
Explore ResearchDesigned for institutions. Managed in Workspace.
Create, configure and oversee your agents where your people already manage projects, documents, research and workflows. There is no separate agent platform to adopt. Enterprise adds:
Administration
Roles, permissions and spending limits set once for the institution.
Capacity
Room for more agents and more concurrent work across the institution.
Integrations
Agents connected to the systems your people already work in.
Support
Dedicated operational support, and deployment requirements agreed in writing.
Managed Agents is built with design partners in Britain and Europe. We agree the scope, the implementation and where data is stored and processed with each institution, in writing. Names, firms and figures on the screens above are demo data.
Start with one agent.
Pick a defined process, the information it needs and an outcome you can measure. Establish what works, then widen it across the institution.
Enterprise
Infrastructure for AI-native institutions.
Dedicated environments, Workspace and Research deployments, configurable specialist agents, institutional integrations, and financial intelligence infrastructure.