Banking Agent¶
The Banking Agent is your intelligent banking and finance assistant. Ask it to research, analyse documents, model scenarios, or generate reports, and it plans the work, gets your approval, then executes it under Authorisation Layer governance.
What it's good at¶
- Research, regulations, markets, and financial topics with cited findings.
- Document analysis, read uploaded financial statements, filings, and reports.
- Scenario modelling, rate shocks, capital requirements, and portfolio impacts.
- AML and risk, detect suspicious patterns in transaction data and draft risk briefings.
Default skills¶
The Banking Agent ships with these skill packs enabled:
| Skill pack | Use |
|---|---|
| Research | Web and source research with citations. |
| Documents | Read and analyse uploaded documents. |
| Financial | Financial analysis and modelling. |
| Transaction | Transaction-level analysis (off by default; enable when needed). |
You can toggle these, and add your own custom skills, per workspace.
Example prompts¶
- Analyse Basel III capital requirements
- Research interest rate impact on loan portfolios
- Review uploaded financial statements
- Detect AML patterns in transaction data
- Draft an executive risk briefing
- Model a 200bps rate shock scenario
Tips¶
- Upload statements and filings in Documents first; the agent reads them across the conversation.
- Connect data sources for live data, or Gmail/Drive for source files.
- Set up an automation for recurring outputs (e.g. a weekly risk briefing).