#Denmark #Copenhagen #Financial Compliance #AI Agents #Performativ

Performativ's New Innovation in Financial Technology

Performativ, a leader in technological innovation for the financial sector, has recently unveiled its groundbreaking technologies: Custom AI Agents and the AgentKit Builder. This launch represents a significant step forward in the integration of artificial intelligence into financial operations, allowing institutions to operate with enhanced efficiency while adhering to compliance standards.

Designed for Financial Institutions

The newly introduced Custom AI Agents are specifically designed to assist banks, capital markets firms, and asset managers in safely deploying AI solutions within their existing enterprise infrastructure. Utilizing the OpenAI AgentKit foundation, these agents allow organizations to seamlessly integrate intelligent automation into their workflows, maintaining essential regulatory oversight and control throughout the process.

Features of Custom AI Agents

Custom AI Agents function through a portion of Performativ's Model Context Protocol (MCP) architecture, enabling financial institutions to design, govern, and deploy these agents within their operational processes. Key features include:

• - Compliance Enforcement: Each agent operates under strict governance frameworks, ensuring that every action taken is not only permissioned but also explainable, thus protecting the integrity of institutional operations.
• - Auditability and Control: All activities performed by the agents are logged and versioned, creating a comprehensive audit trail that is essential for regulatory reviews. This includes tracking inputs, tool use, parameters, and outputs, ensuring that data access remains within predefined limits.

Enhanced Governance Framework

Albert Geisler Fox, CEO of Performativ, emphasized the importance of governance in AI deployment: "AI must operate under the same governance frameworks as the rest of the enterprise." Custom Agents enable firms to enforce policy guardrails for agent operations, specifying conditions under which these agents can run and the types of data they can access. This structured output not only guarantees traceability but also establishes predictable workflows that comply with legal standards.

Tailored for Large Financial Institutions

In addition to compliance, these AI Agents cater to the needs of large financial institutions, which often manage multiple systems and complex data environments. Performativ's technology is particularly advantageous for these institutions as it unifies various data processes, offering a governed execution layer that supports AI-enhanced workflows while preserving data lineage and ensuring internal control mechanisms are operational.

Transitioning to AI Integration

As institutions increasingly move from AI experimentation to full-scale deployment, the risk of non-compliance with regulatory standards becomes apparent. Custom Agents have been engineered to reduce this risk by embedding accountability and security into their operational processes. This transition underscores the critical need for financial organizations to modernize their existing technologies to enhance productivity and improve outcomes for clients along with maintain transparency and compliance.

Supporting Regulatory Frameworks

Performativ is committed to addressing the stringent requirements set forth by financial regulators across Europe. Features that support this commitment include:

• - Traceability: Every decision made or suggestion generated by an AI agent is captured for evidence, which is crucial during regulatory assessments.
• - Segmentation: Ensuring compliance with jurisdictional and data-boundary regulations by allowing for segmentation by business unit or legal entity.
• - Human Oversight: A human-in-control architecture guarantees that designated personnel can review, approve, or halt agent actions, enhancing operational oversight.
• - Policy Alignment: Aligning with AI governance frameworks, including the European AI Act, ensures that internal model risk controls are upheld.

These robust capabilities empower financial institutions to leverage AI frameworks responsibly and transparently.

Demonstration of Capabilities

To illustrate the functionalities of the Custom AI Agents and AgentKit Builder, Performativ has released a recorded demonstration. This showcase demonstrates how institutions can build virtual analysts capable of classifying liquidity needs, checking against compliance policies, and generating investment proposals—all within a traceable, governed framework. The demo can be accessed here.

Availability and Future Outlook

Currently, the Custom AI Agents and the AgentKit Builder are accessible in a controlled preview phase for financial institutions. Performativ is poised to release additional documentation and support content in the upcoming weeks. Institutions interested in leveraging these innovative tools are encouraged to reach out via Performativ's contact page.

Conclusion

The launch of Custom AI Agents by Performativ marks a pivotal moment in the financial sector's adoption of artificial intelligence. By embedding compliance and governance into the very fabric of AI deployment, Performativ empowers institutions to utilize advanced technologies while maintaining accountability in their operations. As the industry continues embracing AI, Performativ's innovations pave the way for a more efficient and compliant future in financial services.