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What an agent could do
Spot trades likely to fail settlement, reconcile the issue, and propose a fix before the deadline.
The decision underneath
May it move available cash or change settlement instructions?
01
Where most ideas start
"Use AI to improve investment operations."
✕ Too vague
Make it specific
02
A workable use case
We want an agent to spot trades likely to fail settlement because of missing cash, incomplete instructions, or account restrictions; reconcile the issue and propose a fix before the settlement deadline.
Measure it
03
How you'll know it works
If the agent really helps, these numbers should change. Measure them before it goes live, then again after:
Failed settlements; exception-resolution time; fees and client disruptions.
Then decide
04
The decision to make first
May it move available cash or change settlement instructions? Which actions require an advisor or operations officer to approve?
Settle this before the agent goes live, not after.
Your turn
05
Pick a business problem in your organization that is expensive, slow, risky or frustrating. Then work through these four questions, as in the workshop:
1
What business problem are we solving?
2
Who would sponsor this, and why?
3
What measurable business result should change?
4
What would make this difficult to scale here?
Quick test: task or decision?
Is this only a task you want AI to perform, or a business decision you want an agent to help make or execute?