Picking battle carefully: We choose a painful but contained problem. Equity research support or tier-1 customer inquiries work well. Avoid anything touching core trading systems initially.
Building your coalition: I partner with 2-3 senior users who'll champion the project from an internal perspective. Their feedback and credibility matter more than perfect technology.
Defining clear success metrics: For instance, 85% accuracy on defined tasks, 50% time savings, positive user feedback. Make success measurable and achievable.
Output 2
Expand strategically
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Connecting to systems: I add market data feeds, CRM systems, and risk databases. Each integration multiplies your agent's value.
Coordinating agents: Progress from single agents to teams. I let research agents feed portfolio construction agents. We start simple workflows before attempting complex orchestration.
Building your AI team: I combine technologists with business experts. The best agents come from teams that deeply understand both domains.
Output 3
Scale across the business
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Deploying agent networks: We enable complex workflows like automated compliance checks and continuous portfolio balancing.
Implementing proper governance: We align with model risk guidelines like SR 11-7. Document everything. Make decisions auditable.
Measuring real impact: We track operational errors, response times, and compliance scores. Show concrete ROI to secure continued investment.