What Our AI Agents Do Inside A Financial Firm
Each BraivIQ agent takes one manual workflow, does the preparation and hands a short list to a person for sign-off. These are the six workflows we build most often for UK wealth and advice firms, brokers and trading firms, boutique asset managers and payments firms.
Daily Mismatch Report
The agent checks every record across the CRM, the portfolio system and the custodian before the team arrives, and lists the real differences with the likely cause of each. A person approves each fix, with the evidence beside it. Nothing changes in your systems until they do.
Safeguarding Reconciliations
Since 7 May 2026, payment and e-money firms must reconcile safeguarded funds every business day. The agent runs the internal and external reconciliation and writes up each difference with its probable cause. A person approves the reconciliation and the resolution of every difference.
Trade Allocations And Confirmations
The agent matches allocations to confirmations through the day, flags each break and drafts the chaser for the right counterparty, ahead of the UK deadline for trade-date confirmations on 31 December 2026 and T+1 settlement in October 2027. A person approves every chaser and every closed break.
Client Onboarding Files
The agent builds the file, checks each document is present, legible, in date and consistent with the application, and lists the gaps. Decisions on taking on a client stay entirely with your people.
Transaction Report Checks
The agent compares the day's transaction reports with your trade records before submission, looking for missing trades, duplicates and fields that do not match. A person approves every correction and the submission itself.
MI And Board Packs
The agent pulls the figures from your systems, checks them against last month, highlights what moved and drafts notes for the owner of the pack, who approves every number and every word before it is circulated.
How We Build Them
Built around the systems you already run: exports, SFTP drops, shared inboxes or APIs. Human approval points designed into every workflow. Every step logged. Read-only access until you approve more, and client data never used to train models. Model-agnostic across Claude, GPT, Gemini and open-weight models. A runbook and manual fallback with every agent.
Ways To Work With Us
Every engagement starts with a 14-day Proof Run for a fixed fee, credited in full if you go ahead within 60 days. Package (live in 30 days) and Full (live in 60 days) are fixed fees quoted after the Proof Run. Run and Improve is a monthly fee, rolling, no minimum term.