“With Upsonic, our onboarding and settlement processes have become faster and easier to manage.”
Deploying AI agentsLessons from the field
Your comprehensive guide to agentic AI terminology, finance, and operational best practices.
Fintech products designed around AI from day one.
Core concepts and principles behind autonomous AI agents and their capabilities
Run agents in production with safety and observability.
Manage AI risk with policies, oversight, and controls.
Policies, approvals, and control systems for regulated operations.
Automated merchant KYB, document checks, risk evaluation, and approval decisions with AI.
Risk scoring models, assessments, controls, mitigation plans, and periodic reviews.
Security measures and safety guardrails for data, tools, and agent actions.
Responsible AI principles: bias reduction, transparency, explainability, and user impact.
Standards, evaluations, evidence trails, and audits for AI systems.
Sequential and parallel task execution, workflow design, and process automation patterns.
Interaction layers between users and agents, chat systems, and visual workspaces.
Fintech agent use case and examples
Real thoughts from building agentic fintech.