Smarter, faster decisions with
Acuity Agent Fleet

AI-driven workflow automation to accelerate decisions.
Built for financial professionals
who value accuracy and efficiency.

Our approach to AI

Acuity Agent Fleet combines domain specific generative-AI agents layered on top of financial data to help analysts deliver smarter and faster decisions.

What makes Acuity Agent Fleet unique ?

1. Al tailored to financial services

Our AI agents are specifically designed for financial tasks and can be custom- built to meet client needs

2. Domain-led orchestration

We blend AI with expert-designed workflows to ensure accuracy, reliability and control.

3. Rich data integration

We integrate industry-leading data sources and proprietary databases to power better outcomes.

4. Human-in-the-loop assurance

Financial analysts can validate and enhance outputs, ensuring results you can trust.

5. Auditability ensured

Full traceability and auditability, providing evidence for compliance and decision making.

6. Deep data extraction

Extract actionable intelligence from any financial document, unlocking data for downstream tasks.

Deploy AI-driven workflows in days, not months

Save time by configuring your financial workflows and the desired output. Deploy them live in the product.

Create a data room by configuring multiple data sources

See them live in action

Simple, scalable and secure

Customised workflows and API integration: AI integrates seamlessly into data, risk, and investment processes

AI agents process and ingest data: AI extracts and analyses structured and unstructured financial data

Expert-validated AI processing: AI refines insights using financial- trained models and proprietary logic

Automated publishing of visual reports and structured outputs in Word, Powerpoint and Excel. AI agents generate decision-ready reports, charts, and financial summaries

From insights to execution - AI that adapts

We build our AI agents into financial workflows, integrated as part of our suite of digital solutions; they can also be implemented as standalone deployments for bespoke client requirements.

Banking

Profile generation
Benchmarking
Credit underwriting
Investment memos
Financial spreading
and more..

Covering more domains

Asset management

Buy side research
Earnings monitoring
Portfolio risk assessment
and more..

Private market

Deal sourcing
Business summary analysis
LP investment memo
Industry research
Company benchmarking
and more..

Proven AI Impact

10x

Faster investment research and reporting. Cut manual processing from hours to minutes

2M+

Market sources analysed instantly. Expand research beyond traditional datasets

50%

Reduction in operational costs. Automate research, risk, and compliance workflows

What our experts have to say about the product concept

Designed for analysts, trusted by finance leaders

I really appreciate simplicity instead of focusing on complex workflows, emphasising core features rather than an overload of new ones. I agree with the philosophy of defining my workflows and deploying them on the go.

Rohan Joshi

Senior Director, Financial Marketing Services

The Agentic AI Investment Banking platform is transforming deal origination with its intuitive interface, real-time valuation data, and automated market updates. Bankers can effortlessly create and manage detailed client profiles, ensuring they have all necessary insights at their fingertips. The platform supports faster and more accurate financial assessments, empowering investment professionals to make informed decisions and drive success in their deals.

COO

Investment Banking

The Agentic AI Investment Banking platform revolutionizes deal origination by integrating advanced profiling, precise valuation, real-time newsletters, and robust benchmarking. Its intelligent algorithms enhance efficiency and effectiveness, empowering investment professionals to quickly identify lucrative opportunities and elevate the investment banking landscape.

Managing Director