Agentic skillset

Cherecwich notes the agent, which consolidates large volumes of investment and transaction data from multiple sources to reconstruct performance histories, achieves over a 96% F1 first-pass quality score, an AI evaluation metric of the correctness and completeness of the mappings it produces.

The agent was also evaluated using only anonymized data to ensure client data was securely governed throughout the process. The partners say this eyes off approach has allowed them to achieve production-scale performance while meeting the stringent data stewardship requirements of the highly regulated financial services industry.

“When I think about ROI, I wouldn’t look at just one number,” Cherecwich says. “It’s speed to revenue, the client experience, and taking a very manual process and making it more efficient. It’s allowing our people to spend less time moving data around and more working with clients.”