Enterprise AI Agent for investment banks

Background

Client: a Machine Learning and AI software product company with offices in Vancouver, Toronto and London.

‍Goal: to build an enterprise ready AI Agentic platform for investment bankers and front-office employees in highly regulated industries

Industry: Private Equity & investment Banking

Geography: Vancouver, Canada

Team Size: 5+

Duration: January 2025 — Ongoing

Industry:

Private Equity & investment Banking

Location:

Canada, Vacouver

Services Used :

Cloud, DevOps & Infrastructure Services

Solutions

Data Preprocessing & Ingestion flows: Tronix designed and implemented data preprocessing and ingestion pipelines optimized for downstream use in RAG-based agentic workflows. Collaborated with the customer's team to identify optimal data formats and processing strategies.
Multi-tenant RAG vector search: Built a multi-tenant RAG vector search system using a cloud-based vector database, ensuring strict tenant-level data isolation and access control.
Stateful user facing AI Agent: Delivered a multi-step, stateful, user-facing AI agent fine-tuned for financial research use cases, incorporating human-in-the-loop review and decision points.
Background agentic tasks: Introduced a data actualization pipeline with agent-based conflict detection and integrated AI-driven steps into CI/CD pipelines.

Result

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MVP in 6 months

The Tronix team delivered the full scope of required functionality, enterprise-ready and thoroughly tested, in just six months, taking the product from architecture and design through to customer-facing demos for potential buyers.

Signed customers in 1 year

Our specialists helped pivot the product and extend it to meet the needs of the first customers, significantly shortening the sales cycle and accelerating market traction.

High interest from the global financial institutions

The solution we delivered won multiple industry awards and outperformed the closest competitors including well-known AI vendors and in-house developments at major financial institutions. Tronix continues to support the customer in maintaining a leading position, and we are planning further team expansion.

Improved engineering efficiency

We introduced AI-driven engineering pipelines across the development organization, making code reviews faster and more consistent while improving automated detection of potential security gaps and policy violations.

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