Smart Agents

Your Autonomous Back Office Unlocked

Data served directly to you with agentic AI. Smart Agents transforms back-office operations by autonomously resolving exceptions, managing workflows, and orchestrating end-to-end processes.

Trusted by industry leaders

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01

Autonomous Planning and Reasoning

Agents analyse a problem, breaks it into steps, select the right sequence of actions, and adapt as new information emerges, resolving complex exceptions with analyst-level rigour.

02

Goal-Driven Behaviour

Rather than responding to isolated prompts, agents work toward a defined outcome and pursuing it across all required systems until completion or governance review is needed.

03

Multi-Step Workflow

Agents operate across multiple systems in a single orchestrated sequence. It retrieves data, triggers workflows, updates records, sends communications, and closes tasks.

04

System and Human Interaction

Agents read and write to applications, call APIs, generate messages, and request missing data from counterparties or internal teams. User confirmation is integrated seamlessly.

05

Continuous Learning

Decision-making improves over time based on past outcomes, user feedback, and historical patterns - progressively boosting automation rates with every cycle.

06

Native Auditability and Compliance

Every agent action is logged with full explainability, creating a complete and transparent audit trail aligned with regulatory expectations.

Introducing
Our AI-driven data intelligence platform -
data is turned into a strategic asset
Domain-First Intelligence

Built for exception-heavy operations with workflows that are fully domain-aware. Smart Agents is designed specifically for back-office financial operations, enabling faster decisions, fewer errors, and smarter automation.

Native Integration

Operates natively within Smartstream's ecosystem while also integrating seamlessly with third-party and internal systems via protocols such as MCP.

Multi-Agent Orchestration

Coordinated triage, investigation, resolution, alerts, and analytics are managed across a network of specialised agents - like a coordinated workforce capable of managing high-volume, high-complexity workflows simultaneously across asset classes and functions.

Codified Institutional Knowledge

Smart Agents preserves institutional knowledge, accelerates onboarding, and continuously boosts automation efficiency as the system learns.

Scalability

Scales automatically during peak volumes, ensuring resilience during market stress events. Operations leaders no longer face the choice between hiring more staff and accepting operational risk.

Any Data, Any Industry,
Any Use Case, One Solution

Asset Management
Capital Markets
Custody and Securities Services
Banking and Treasury Operations
Hedge Funds and Buy-Side
Insurance and Asset Servicing

Use Case

Insurance firms and asset servicers managing fee calculations and policy reconciliations benefit from Smart Agents’ continuous learning capability. The system captures institutional knowledge, converts analyst expertise into reusable playbooks, and progressively improves automation rates with every cycle.

Use Case

In capital markets, failed settlements and trade breaks carry significant financial and reputational risk. Smart Agents applies goal-driven reasoning to identify root causes, orchestrate counterparty communications, and execute resolution workflows, dramatically reducing time-to-resolve and settlement risk exposure.

Use Case

Custodians processing high volumes of client instructions and corporate action events benefit from Smart Agents’ ability to triage, enrich, and process exceptions autonomously. Multi-agent orchestration handles concurrent workflows across asset classes, ensuring resilience during peak volumes and market events.

Use Case

Banks managing complex nostro and vostro account reconciliations can deploy Smart Agents to automatically investigate cash breaks, retrieve relevant market data, and initiate resolution actions. The result is faster end-of-day reconciliation, reduced manual touchpoints, and stronger operational control.

Use Case

Hedge funds and buy-side firms operating with lean operational teams gain an autonomous back-office capability with Smart Agents. Exceptions across prime brokerage, fund accounting, and counterparty reporting are resolved with minimal human intervention, allowing operations staff to focus on portfolio oversight.

Use Case

Insurance firms and asset servicers managing fee calculations and policy reconciliations benefit from Smart Agents’ continuous learning capability. The system captures institutional knowledge, converts analyst expertise into reusable playbooks, and progressively improves automation rates with every cycle.

Finance
the smart
way

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Meet us at FIA International Derivatives Expo (IDX) 2026 - 15 to 17 June