AGI.do

Services

What will AGI do for Banking and investment?

Positioning for this Coordinate is coming soon.

The work itself

Grounded Work Profile

Tools

  • KYC Onboarding PlatformserviceBlueprint
  • Advisory PortalserviceBlueprint
  • Portfolio Management SystemserviceBlueprint
  • Order Execution PlatformserviceBlueprint
  • Custody and Settlement SystemserviceBlueprint
  • Client Reporting PortalserviceBlueprint

Outputs

  • Client Portfolio StatementsserviceBlueprint
  • Transaction Settlement RecordsserviceBlueprint
  • Regulatory Reporting FilesserviceBlueprint

Measured by

  • Trade Settlement AccuracyserviceBlueprint
  • Regulatory Compliance RateserviceBlueprint

Key steps

  • Onboard and verify client identityserviceBlueprint
  • Assess risk profile and objectivesserviceBlueprint
  • Construct portfolio allocationserviceBlueprint
  • Execute trades and depositsserviceBlueprint
  • Settle and custody assetsserviceBlueprint
  • Report performance to clientserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Banking and investment

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do

  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do

Value flow

How Banking and investment connects

absorbs

  • Treasury and Cash Managementmodel

composes

  • Advisory Portalmodel
  • Client Reporting Portalmodel
  • Custody and Settlement Systemmodel
  • KYC Onboarding Platformmodel
  • Order Execution Platformmodel
  • Portfolio Management Systemmodel

measured by

  • Regulatory Compliance Ratemodel
  • Trade Settlement Accuracymodel

optimizes

  • Assets Under Managementmodel
  • Risk-Adjusted Returnmodel

produces

  • Client Portfolio Statementsmodel
  • Regulatory Reporting Filesmodel
  • Transaction Settlement Recordsmodel

realizes

  • Assess risk profile and objectivesmodel
  • Construct portfolio allocationmodel
  • Execute trades and depositsmodel
  • Onboard and verify client identitymodel
  • Report performance to clientmodel
  • Settle and custody assetsmodel

Go deeper

Explore Banking and investment

Read the deeper take on agi.asView as markdown