AI agents and data pipelines that run inside your own systems
Every agent hands its work to a named person on your team, and we log each output with that person's decision.
Document and data pipelines
Documents and data arrive by email and through partner portals, and someone checks each source by hand. When the data and documents an agent needs aren't in one place yet, this work comes first.
Tony's background: at Enterprise Community Partners, he led data engineering and advanced analytics for a 1,200-person national nonprofit and cut time-to-reporting from hours to under 30 minutes. More about Tony
- Picks up documents and data that arrive by email or through partner portals, and files each one by type in a single repository with permissions and version history. Each file is tagged with where it came from, what kind of document it is, its as-of date and its language.
- Shows each period which files have arrived and which are late, with alerts and a status page. Your team stops checking every source by hand each day.
- Pulls scattered spreadsheets and data into a single database.
- Moves sprawling shared drives into repositories where each person has their own login and access depends on their role. Every file gets version history.
- Automates recurring data refreshes through your licensed data feeds. Where a license or a provider's terms don't allow automation, we build a version that a person on your team starts and watches.
Sensitive records are flagged for you and move only when you say so.
Research and monitoring agents
Analysts dig out old notes and recheck what changed before every review. And between reviews, the inputs sitting in your models go stale.
Tony's background: at Fidelity, he built default-probability models and the credit risk infrastructure that watched $70–120B in trading exposures. At Semanteon Capital, he designed systematic trading strategies based on deep learning algorithms, ran them with live capital, and built the data platform they sat on.
- When an analyst starts work on a company or a file, the agent pulls up the earlier notes and comparable cases. It also lists what's new since the last review, then drafts an update for the analyst to correct.
- Watches new reports and data for everything you track.
- Flags model inputs that current evidence calls into question, and points to the ones most likely behind the difference.
- Proposes model inputs from current data and records its reasoning.
- Every time an analyst changes a judgment call in a model, the agent records the change and the analyst's reason.
Nothing is saved without an analyst's approval.
The agents propose and flag, and the analyst decides.
Drafting agents for client communications
The same client communications get rebuilt by hand every period, in every language you work in. Routine requests sit in a shared inbox until someone has time to answer them.
Tony's background: at Commsafe AI, he built LLM systems and agents that flagged high-risk communications in real time.
- Generates recurring client communications from live data on request, in each of your languages. Every figure carries its as-of date.
- Approved or regulated wording stays fixed. The agent fills in only the data fields, and flags any suggested wording change for your compliance team.
- Writes draft replies to routine requests from your current documents and cites its sources. Each draft sits unsent until a named person edits and sends it.
- Skips any message that's unclear or outside its scope, and leaves it for a person.
Drafting agents never hold permission to send.
Their access is scoped to the specific mailboxes and systems they work in.
12 rules every build follows
If your risk or IT reviewers want these in writing before a call, send them a link to this section.
Your systems and your data
Who decides
What you commit to
How an engagement runs
Phases build on each other: get the data and documents right first, then build the agents that read from them.
Assess
You decide: go ahead, or stop here.
Build in phases
You authorize each phase on its own.
Operate
Support is your choice, month to month.
Tony leads every engagement and is in every working session. ARDInsights engineers build alongside him. More about Tony and the team
Optional monthly support
You can run what we built yourself, with the operating guide and runbooks. Or keep ARDInsights on monthly support.
Tell us what you want built.
A free 30-minute intro call. You'll leave knowing whether it fits, even if we never work together.
Book a free intro call