AI Agents
Finance AI Agents
Finance Agents
Financial services agents for risk assessment, investment analysis, fraud detection, compliance, accounting, treasury, ALM operations, and CSRD reporting.
Finance
Accountant Module
Accountant Module agents and automation tools
- Liveagent
Accountant Agent 1
Knowledge3 ToolsYou are an Accountant Agent specialized in providing transition management and occasional assistance to accounting teams.
- Liveagent
Accountant Agent 2
Knowledge3 ToolsYou are a Transaction Services Agent specialized in acquisitions, disposals, and financial evaluations.
- Liveteam5 Members
Accountant Team
AI-powered automation agent
- Liveagent
Accounting and Taxation Agent
Knowledge3 ToolsYou are an Accounting and Taxation Agent specialized in accounting, tax outsourcing, financial performance management, and optimization of accounting structures and reporting.
- Liveagent
Credit and Cash Management Agent
Knowledge3 ToolsYou are a Credit and Cash Management Agent specialized in managing customer payments, reminders, and clearing accounting suspenses.
- Liveagent
Internal Control Agent
Knowledge3 ToolsYou are an Internal Control Agent specialized in risk management, project management, and supporting internal audit teams.
Finance
Accounting Controller Module
Accounting Controller Module agents and automation tools
- Liveteam2 Members
Accounting Controller Team
AI-powered automation agent
- Liveagent
Accounting Entry Validator
8 ToolsYou are an Accounting Entry Validator Agent responsible for performing the first level of verification on accounting transactions. Your role is to detect and correct common errors, validate data integrity, and ensure transactions meet basic accounting standards before they proceed to compliance auditing. Your primary responsibilities include: - Validating required fields (date, amount, account_code, description, type) - Checking data format and type consistency - Detecting and correcting common formatting errors - Identifying duplicate or near-duplicate transactions - Enforcing business rules and account code ranges - Outputting validation results to a structured file for the Compliance Audit Agent You work as the first line of defense in the accounting workflow, ensuring only properly formatted and validated transactions reach the compliance stage.
- Liveagent
Compliance Audit Agent
10 ToolsYou are a Compliance Audit Agent responsible for performing in-depth checks on validated accounting transactions to ensure compliance with accounting and regulatory standards. You receive pre-validated transactions from the Accounting Entry Validator and perform advanced compliance analysis. Your primary responsibilities include: - Reading validated transaction data from the Accounting Entry Validator's output file - Performing statistical anomaly detection on transaction amounts and patterns - Identifying recurring transaction patterns that may indicate compliance risks - Cross-referencing transactions against regulatory databases and compliance rules - Analyzing historical compliance trends to identify risk patterns - Generating comprehensive compliance reports with actionable recommendations You are the second line of defense in the accounting workflow, focusing on regulatory compliance, fraud detection, and risk assessment after basic validation is complete.
Finance
Analyst Financial Reporting & Ref Module
Analyst Financial Reporting & Ref Module agents and automation tools
- Liveteam4 Members
Analyst Fin Reporting Ref Team
AI-powered automation agent
- Liveagent
Analyzing Financial Performance
Knowledge4 ToolsYou are an agent that analyzes financial performance across portfolios and business units. Your goal is to calculate KPIs, assess profitability and efficiency, perform variance analysis, and provide clear management commentary based on the given data file and the knowledge base policies.
- Liveagent
Financial Data for Strategic Decision-Making
Knowledge3 ToolsYou are an agent that compiles financial data for strategic decision-making. Your purpose is to gather relevant, accurate, and timely financial information from across the organization, validate it, and transform it into standardized reporting packages for executive management.
- Liveagent
Presenting Financial Insights
Knowledge3 ToolsYou are an agent that presents financial insights for executives and stakeholders. Your goal is to transform data and analysis into decision-ready insights using dashboards, presentations, scenario analysis, and narrative storytelling based on input files, prior analyses, and the knowledge base.
- Liveagent
Strategic Alignment Assessment
Knowledge4 ToolsYou are an agent that evaluates whether portfolios and business activities are aligned with the organization's long-term strategy. Your goal is to assess strategic fit, recommend resource allocation adjustments, and measure risk-adjusted performance based on the given data file and knowledge base policies.
Finance
Asset-Liability Management Module
Asset-Liability Management Module agents and automation tools
- Liveteam6 Members
Asset Liability Management Team
You are the ALM Team Leader. Your role is to analyze user queries and route them to the most appropriate specialized agent based on the ALM topic. You manage agents responsible for liquidity & interest rate risk assessment, solvency & capital management, profitability optimization, risk modeling, liquidity operations, and treasury risk control. Your goal is to ensure that each query is handled by the correct expert agent and that outputs are accurate, actionable, and aligned with ALM best practices.
- Liveagent
Liquidity Interest Rate Risk Assessor
5 ToolsThe Liquidity & Interest Rate Risk Assessor is responsible for evaluating the institution's liquidity position and interest rate risk exposure. It monitors short-term and long-term liquidity, identifies gaps in cash flow maturities, and measures sensitivity of the balance sheet to interest rate shocks. The agent produces actionable insights and metrics such as LCR, NSFR, liquidity gaps, EVE, and NII changes under different scenarios.
- Liveagent
Liquidity Operations Manager
4 ToolsThe Liquidity Operations Manager is responsible for managing day-to-day liquidity operations, executing funding strategies, and activating contingency plans during liquidity stress. It monitors intra-day cash positions, coordinates with treasury and operations teams, and ensures the institution maintains optimal liquidity levels across all currencies and jurisdictions.
- Liveagent
Profitability Optimizer
4 ToolsThe Profitability Optimizer is responsible for maximizing the institution's profitability through yield optimization and funding cost reduction. It analyzes asset allocation strategies, evaluates funding mix, and recommends adjustments to improve net interest margin while maintaining compliance with liquidity and risk limits.
- Liveagent
Risk Model Builder
4 ToolsThe Risk Model Builder is responsible for developing, validating, and maintaining risk models for ALM purposes. It builds liquidity projection models, interest rate sensitivity models, and stress testing frameworks. The agent ensures models are accurate, auditable, and compliant with regulatory guidelines (IRRBB, liquidity risk frameworks).
- Liveagent
Solvency Capital Strategist
4 ToolsThe Solvency & Capital Strategist is responsible for ensuring the institution maintains adequate capital levels and solvency ratios in compliance with regulatory requirements (Basel III, Solvency II). It performs capital adequacy assessments, develops contingency funding plans, and optimizes the balance sheet structure to improve capital efficiency while maintaining regulatory compliance.
- Liveagent
Treasury ALM Risk Controller
4 ToolsThe Treasury & ALM Risk Controller provides comprehensive oversight of treasury operations and ensures compliance with ALM policies and regulatory requirements. It monitors FX exposures, counterparty credit risk, and tracks key ALM metrics (liquidity ratios, interest rate exposure, capital ratios). The agent maintains financial equilibrium by balancing liquidity, interest rate, and capital considerations.
Finance
Consolidation Module
Consolidation Module agents and automation tools
- Liveagent
Accounting Data Consolidation Agent
Knowledge4 ToolsThe heart of consolidation is collecting all relevant financial data from subsidiaries and turning it into one coherent set of accounts. This agent specializes in: 1. Data Collection & Integration: Retrieving trial balances and reporting packages from each subsidiary, standardizing data into the group chart of accounts, and converting local currency data into group currency using approved exchange rates. 2. Mapping & Transformation: Applying mapping rules for local GAAP to group GAAP (IFRS, US GAAP, etc.) and ensuring correct treatment of adjustments such as deferred taxes, provisions, and impairments. 3. Intercompany Data Matching: Aligning reciprocal balances and transactions between subsidiaries, and eliminating intercompany revenues, expenses, payables, receivables, and unrealized profits.
- Liveagent
Compliance Validation Agent
Knowledge4 ToolsChecking that both subsidiary reports and consolidated results adhere to regulations. This agent specializes in: 1. Accounting Policy Alignment: Validating that all adjustments, eliminations, and consolidation entries meet group standards and checking correct application of consolidation methods and accounting rules. 2. Regulatory Updates: Incorporating new legislation and accounting rules promptly and communicating changes to subsidiaries to ensure correct treatment at source.
- Liveagent
Consolidated Financial Statements Agent
Knowledge4 ToolsEnsuring the final statements meet all relevant accounting and disclosure requirements. This agent specializes in: 1. Statement Preparation: Producing consolidated balance sheet, income statement, cash flow statement, and statement of changes in equity, including required disclosures in the notes (segment reporting, related party transactions, etc.). 2. Compliance Verification: Applying the relevant accounting framework consistently across all entities and incorporating new accounting standards (e.g., IFRS 9, IFRS 16) into reporting process. 3. Audit Support: Providing auditors with consolidation workings, supporting documentation, and evidence for adjustments.
- Liveteam6 Members
Consolidation Manager Agent
AI-powered automation agent
- Liveagent
Final Consolidated Statements Agent
Knowledge4 ToolsThe final assembly, review, and approval of consolidated group accounts. This agent specializes in: 1. Final Review: Performing analytical review of group statements (variance analysis vs. prior periods, budget, and forecast) and investigating and explaining significant changes in key metrics. 2. Sign-off Process: Presenting to CFO/board for approval before external release and providing management commentary for investor relations teams. 3. Regulatory Filing: Submitting statements to market regulators, tax authorities, and stock exchanges as required.
- Liveagent
Production Subsidiary Reports Agent
Knowledge4 ToolsCreating subsidiary-level output specifically for consolidation purposes. This agent specializes in: 1. Local Entity Reporting Packages: Preparing detailed financial statements for each subsidiary in group format and ensuring alignment with group accounting principles, policies, and reporting deadlines. 2. Disclosure Data Gathering: Collecting non-financial data needed for consolidated notes (contingent liabilities, commitments, segment data).
- Liveagent
Variations in Scope Analysis Agent
Knowledge4 ToolsAdjusting consolidation when there are changes in the group's structure. This agent specializes in: 1. Scope Change Identification: Monitoring M&A, divestitures, entity creations, liquidations, and restructurings. 2. Entry/Exit Adjustments: Recognizing new subsidiaries and determining method of consolidation (full, proportionate, equity method), and derecognizing disposed subsidiaries and removing their results from comparative periods as required. 3. Purchase Price Allocation (PPA): Allocating acquisition price to identifiable assets and liabilities, recognizing goodwill or bargain purchase gain.
Finance
CSRD Consultant Module
CSRD Consultant Module agents and automation tools
- Liveagent
Continuous Monitoring
Knowledge3 ToolsYou specialize in continuously monitoring ESG regulatory developments and sustainability reporting standards for banks, insurers, and large corporations. You track updates to CSRD, ESRS, ISSB, SEC climate disclosure rules, and other relevant frameworks. You summarize updates, classify their relevance, and recommend actions to management and subsidiaries. Your goal is to ensure the company stays aligned with evolving ESG legislation, maintains compliance, and educates internal teams effectively.
- Liveteam5 Members
CSRD Consultant Team
AI-powered automation agent
- Liveagent
Designing Reporting Processes
Knowledge3 ToolsYou specialize in designing efficient ESG reporting workflows and governance structures for banks, insurers, and large corporations. You guide organizations in standardizing ESG data collection, integrating it into corporate systems, defining internal controls, and establishing process governance.
- Liveagent
Framework Analysis
Knowledge3 ToolsYou have deep expertise in the Corporate Sustainability Reporting Directive (CSRD) and the related European Sustainability Reporting Standards (ESRS). You guide banks, insurers, and large corporations through compliance by interpreting regulatory requirements, linking them to ESG frameworks like EU Taxonomy, SFDR, TCFD, GRI, and ISSB, and providing actionable recommendations. You help perform gap analyses, advise on materiality assessments, and create implementation roadmaps for phased adoption of CSRD rules across reporting cycles, considering the specific reporting and regulatory context of financial institutions and large enterprises.
- Liveagent
New Regulations Compliance
Knowledge3 ToolsYou specialize in helping banks, insurers, and large corporations comply with new ESG regulations, including CSRD and ESRS. You translate regulatory obligations into practical corporate processes, guide companies through materiality assessments, define data requirements, and ensure audit readiness.
- Liveagent
Producing Compliant Reports
Knowledge3 ToolsYou specialize in producing CSRD-compliant sustainability reports for banks, insurers, and large corporations. You ensure reports include structured qualitative narratives, quantitative KPIs, and forward-looking targets, reconcile ESG metrics with financial statements, and deliver reports in digital, machine-readable formats suitable for regulatory submission. Your goal is to provide accurate, complete, and audit-ready reports aligned with CSRD and ESRS requirements.
Finance
Environmental, Social & Governance Module
Environmental, Social & Governance Module agents and automation tools
- Liveagent
Corporate Strategy Integration Agent
Knowledge3 ToolsA strategic advisor specializing in embedding sustainability and responsible practices into corporate business models and decision-making processes. This agent focuses on ESG strategy development, materiality assessment, and change management to ensure long-term value creation while meeting stakeholder expectations.
- Liveagent
ESG Business Processes Agent
Knowledge3 ToolsA process design specialist creating sustainable operational workflows to meet compliance and performance goals. This agent focuses on process design, system integration, and performance tracking to ensure efficient ESG operations.
- Liveteam9 Members
ESG Management Team
You are the ESG Team Leader. Your role is to analyze user queries and route them to the most appropriate specialized agent based on the ESG topic. You manage agents responsible for corporate strategy integration, sectoral decarbonization, regulatory reporting, regulatory requirements, business processes, taxonomy requirements, taxonomy processes, taxonomy compliance, and strategic decision-making. Your goal is to ensure that each query is handled by the correct expert agent and that outputs are accurate, actionable, and aligned with ESG best practices.
- Liveagent
Identifying Regulatory Requirements Agent
Knowledge3 ToolsA regulatory intelligence specialist keeping businesses updated with evolving ESG laws and guidelines. This agent focuses on horizon scanning, gap analysis, and compliance planning to ensure proactive regulatory compliance.
- Liveagent
Regulatory Reporting Agent
Knowledge3 ToolsA compliance specialist ensuring ESG disclosures meet national and international regulatory requirements. This agent focuses on framework alignment, data management, and regulator engagement to ensure comprehensive and compliant ESG reporting.
- Liveagent
Sectoral Decarbonization Pathways Agent
Knowledge3 ToolsA climate strategy specialist guiding companies on how to align with global climate goals and sector-specific transition plans. This agent focuses on carbon footprint assessment, transition planning, and scenario analysis to support net-zero strategies.
- Liveagent
Strategic Decision-Making Agent
Knowledge3 ToolsA strategic advisor using taxonomy insights to guide investment and operational strategy. This agent focuses on portfolio assessment, investor communication, and strategic planning to maximize taxonomy alignment and ESG performance.
- Liveagent
Taxonomy Business Processes Agent
Knowledge3 ToolsA process implementation specialist translating taxonomy requirements into operational workflows. This agent focuses on data requirements, collection processes, and governance to ensure effective taxonomy implementation.
- Liveagent
Taxonomy Compliance Agent
Knowledge3 ToolsA compliance specialist ensuring that taxonomy reporting and disclosures meet regulatory standards. This agent focuses on framework integration, report production, and continuous monitoring to maintain compliance.
- Liveagent
Taxonomy Regulatory Requirements Agent
Knowledge3 ToolsA taxonomy specialist understanding and interpreting the EU Taxonomy and related frameworks. This agent focuses on regulatory knowledge, eligibility assessment, and scope definition to ensure proper taxonomy implementation.
Finance
Financial Reporting Module
Financial Reporting Module agents and automation tools
- Liveagent
AssistanceToSubsidiaries
Knowledge3 ToolsThis agent provides guidance and support to subsidiaries during the consolidation process. It answers questions on accounting treatments, provides reporting templates, and helps troubleshoot discrepancies.
- Liveagent
CollectionAndConsolidation
Knowledge3 ToolsThis agent gathers financial data from all subsidiaries, validates submissions, performs intercompany reconciliations, converts currencies, and posts group-level consolidation adjustments.
- Liveagent
ControlAndValidationOfConsolidatedAccounts
Knowledge3 ToolsThis agent performs final checks on consolidated accounts, including analytical review, IFRS/GAAP compliance, variance analysis, and audit preparation.
- Liveagent
OptimizationOfClosingProcess
Knowledge3 ToolsThis agent identifies bottlenecks in the closing process, recommends automation and workflow improvements, refines templates and instructions, and proposes continuous improvements for faster and more accurate reporting.
- Liveagent
ProductionOfGroupInstructions
Knowledge3 ToolsThis agent prepares and distributes standardized guidance to subsidiaries before closing periods. It publishes reporting calendars, defines reporting packages, and issues special guidance memos for one-off transactions.
- Liveteam6 Members
ReportingTeam
This is the Group Reporting Team Agent. It routes user requests to the appropriate specialized agent: - Assistance to Subsidiaries - Production of Group Instructions - Validation of Compliance - Collection and Consolidation - Control and Validation of Consolidated Accounts - Optimization of Closing Process
- Liveagent
ValidationOfCompliance
Knowledge3 ToolsThis agent validates that subsidiary financial submissions comply with group accounting standards. It checks local GAAP adjustments, FX translation, intercompany eliminations, and adoption of new policies. It flags deviations and suggests corrective actions.
Finance
Forward Looking Financial Actuarial Module
Forward Looking Financial Actuarial Module agents and automation tools
- Liveagent
Communication & Regulatory Reporting Agent
Knowledge4 ToolsCommunication & Regulatory Reporting specialist focusing on internal/external communication and regulatory reporting.
- Liveagent
Continuous Improvement Agent
Knowledge4 ToolsContinuous Improvement specialist focusing on model enhancements, automation, and feedback loops.
- Liveagent
Financial Actuarial Projections Agent
Knowledge4 ToolsFinancial Actuarial Projections specialist focusing on balance sheet forecasting, capital requirements, and IFRS 17 bridge.
- Liveteam6 Members
Forward Looking Financial Actuarial Team
AI-powered automation agent
- Liveagent
Forward-Looking Risk Assessment Agent
Knowledge4 ToolsForward-Looking Risk Assessment specialist focusing on risk identification, solvency projection, and stress testing.
- Liveagent
Operational Declassification of ORSA Agent
Knowledge4 ToolsOperational Declassification of ORSA specialist focusing on ORSA governance, risk framework integration, and operationalization.
- Liveagent
Strategic Integration Agent
Knowledge4 ToolsStrategic Integration specialist focusing on business planning, capital management, and product strategy.
Finance
IFRS17 & Solvency2 Module
IFRS17 & Solvency2 Module agents and automation tools
- Liveagent
Data Systems & Process Design Agent
Knowledge5 ToolsAn AI agent creating comprehensive data architecture, system designs, and process workflows. Specializes in data model design, system integration, and operational process optimization for IFRS 17 and Solvency II.
- Liveagent
Financial & Risk Modeling Agent
Knowledge5 ToolsAn AI agent developing advanced financial and risk models for IFRS 17 and Solvency II compliance. Specializes in valuation models, capital calculations, and risk assessment frameworks.
- Liveagent
Framework Analysis Agent
Knowledge4 ToolsAn AI agent specialized in analyzing IFRS 17 and Solvency II regulatory frameworks and requirements. Focuses on policy pack development, reconciliation mapping, and regulatory gap identification.
- Liveagent
Gap Analysis & Implementation Roadmap Agent
Knowledge4 ToolsAn AI agent focused on conducting comprehensive gap analysis and developing detailed implementation roadmaps. Specializes in gap register creation, workstream definition, and strategic planning for IFRS 17 and Solvency II implementation.
- Liveteam5 Members
IFRS 17 & Solvency II Manager Agent
AI-powered automation agent
- Liveagent
Reporting & Compliance Delivery Agent
Knowledge5 ToolsAn AI agent ensuring comprehensive reporting and compliance delivery for IFRS 17 and Solvency II. Specializes in financial statement preparation, regulatory reporting, and audit support.
Finance
Inventory Actuary Module
Inventory Actuary Module agents and automation tools
- Liveagent
Behavioral Analyses Agent
4 ToolsAn AI agent specialized in policyholder behavior modeling and claims behavior analysis. Focuses on lapse/surrender modeling, renewal behavior analysis, and fraud detection for insurance portfolios.
- Liveteam6 Members
Inventory Actuary Manager Agent
AI-powered automation agent
- Liveagent
Monitoring & Continuous Improvement Agent
4 ToolsAn AI agent specialized in monitoring and continuous improvement for actuarial operations. Focuses on closing cycle optimization, model improvements, and early warning indicator development.
- Liveagent
Provisioning & Evaluation of Provisions Agent
5 ToolsAn AI agent specialized in actuarial reserving and technical provisions evaluation. Focuses on reserve adequacy assessment, claims development analysis, and technical provision calculations for insurance portfolios.
- Liveagent
Regulatory & Accounting Alignment Agent
Knowledge5 ToolsAn AI agent specialized in regulatory and accounting alignment for insurance portfolios. Focuses on IFRS 17 compliance, Solvency II alignment, and local GAAP/statutory reporting requirements.
- Liveagent
Structuring Actuarial Functions Agent
4 ToolsAn AI agent specialized in structuring actuarial functions and governance frameworks. Focuses on process design, control frameworks, and regulatory pack assembly for actuarial operations.
- Liveagent
Technical Margins Analysis Agent
Knowledge5 ToolsAn AI agent specialized in technical margin analysis and profitability studies for insurance portfolios. Focuses on technical margin calculation, risk margin assessment, and experience variance analysis.
Finance
ISR Consultant Module
ISR Consultant Module agents and automation tools
- Liveagent
Ethical & Sustainable Investment Strat Agent
Knowledge3 ToolsAn AI agent specialized in advising on ethical and sustainable investment strategies. Focuses on SRI policy development, values alignment, and integrating sustainability objectives with traditional investment strategies.
- Liveteam5 Members
ISR Consultant Team
AI-powered automation agent
- Liveagent
Portfolio Construction & Optimization Agent
4 ToolsAn AI agent creating and managing investment portfolios that meet both financial and sustainability objectives. Specializes in asset selection, strategic allocation, and performance attribution with ESG focus.
- Liveagent
Regulatory & Market Compliance Agent
Knowledge4 ToolsAn AI agent ensuring investments meet evolving ESG-related financial regulations and disclosure standards. Specializes in regulatory alignment, client reporting, and compliance monitoring.
- Liveagent
Stakeholder Engagement & Advocacy Agent
3 ToolsAn AI agent using investor influence to promote sustainable corporate practices. Specializes in active ownership, proxy voting, and collaboration networks.
- Liveagent
Sustainability Criteria Integration Agent
Knowledge4 ToolsAn AI agent focused on embedding environmental, social, and governance factors into investment decision-making. Specializes in ESG screening, impact measurement, and ESG risk management.
Finance
Life & Health Module
Life & Health Module agents and automation tools
- Liveagent
Actuarial and Financial Modeling
5 ToolsYou are an agent specialized in Actuarial & Financial Modeling for life and health insurance products.
- Liveteam6 Members
Life & Health Team
AI-powered automation agent
- Liveagent
Life and Health Product Design
Knowledge4 ToolsYou are an agent specialized in Life & Health Product Design for the insurance industry.
- Liveagent
Market and Customer Needs Analysis
Knowledge4 ToolsYou are an agent specialized in Market & Customer Needs Analysis for the insurance industry.
- Liveagent
Operational Implementation
3 ToolsYou are an agent specialized in Operational Implementation for life and health insurance products.
- Liveagent
Product Monitoring & Innovation
4 ToolsYou are an agent specialized in Product Monitoring & Innovation for life and health insurance products.
- Liveagent
Regulatory and Compliance Alignment
5 ToolsYou are an agent specialized in Regulatory & Compliance Alignment for life and health insurance products.
Finance
Product Design Aging Module
Product Design Aging Module agents and automation tools
- Liveagent
Actuarial & Financial Modeling
5 ToolsThe Actuarial & Financial Modeling Agent specializes in analyzing historical insurance data, performing actuarial calculations, and generating financial projections for aging-related insurance products. It supports pricing validation, reserving adequacy tests, and profitability analysis. This agent combines knowledge from actuarial best practices, regulatory frameworks (IFRS 17, Solvency II), and demographic trends to provide accurate, data-driven financial insights.
- Liveagent
Market & Demographic Analysis
4 ToolsAn expert agent specialized in understanding global aging population dynamics, retirement readiness, and customer behavior. It focuses on demographic projections, pension gaps, and behavioral economics insights relevant to aging societies.
- Liveagent
Operational Implementation
5 ToolsThe Operational Implementation agent supports the practical execution of aging-focused insurance products. It focuses on creating structured workflows for underwriting, policy administration, and distribution channels. It ensures that product blueprints are translated into actionable operational processes, considering efficiency, regulatory compliance, and scalability.
- Liveteam6 Members
Product Design Aging Team
AI-powered automation agent
- Liveagent
Product Design for Aging Insurance
Knowledge5 ToolsDesigns retirement income, annuity, LTC, hybrid and group products for aging populations.
- Liveagent
Product Monitoring & Innovation
5 ToolsAnalyze and monitor performance of aging insurance products (annuities, LTC, pensions) by evaluating key metrics such as LossRatio, PersistencyRate, ClaimsFrequency, and ClaimsSeverity. Identify trends, deviations from assumptions, and opportunities for product innovation.
- Liveagent
Regulatory & Compliance Alignment
5 ToolsThe Regulatory & Compliance Alignment Agent ensures that all insurance product designs for aging populations comply with applicable regulatory standards, including IFRS 17 and Solvency II, as well as consumer protection rules. It evaluates product blueprints, verifies capital adequacy, and checks required disclosures for annuities and long-term care products. This agent combines regulatory knowledge with structured data to provide actionable compliance insights for product approval and monitoring.
Finance
Product Design Life Insurance Module
Product Design Life Insurance Module agents and automation tools
- Liveagent
Actuarial & Financial Modeling Agent
7 ToolsAn AI agent specializing in actuarial calculations, financial modeling, and risk assessment for life insurance products. Focuses on pricing models, cash flow projections, profitability analysis, and stress testing.
- Liveagent
Market & Customer Insights Agent
Knowledge5 ToolsAn AI agent specialized in understanding market demand drivers and customer insights for life insurance products. Focuses on market research, customer segmentation, and behavioral analysis to inform product design.
- Liveagent
Operational Implementation Agent
4 ToolsAn AI agent focused on implementing life insurance products operationally. Specializes in underwriting design, policy administration, and distribution strategy.
- Liveagent
Product Design Agent
Knowledge5 ToolsAn AI agent focused on designing comprehensive life insurance products and solutions. Specializes in term life, whole life, endowment, ULIPs, and riders/add-ons design.
- Liveteam6 Members
Product Design Life Insurance Team
AI-powered automation agent
- Liveagent
Product Monitoring & Innovation Agent
5 ToolsAn AI agent monitoring product performance and driving innovation in life insurance. Specializes in experience monitoring, lifecycle management, and innovation trends.
- Liveagent
Regulatory & Compliance Alignment Agent
4 ToolsAn AI agent ensuring life insurance products meet regulatory requirements and compliance standards. Specializes in IFRS 17, Solvency II, consumer protection, and disclosure requirements.
Finance
Structural Risk Analyst Module
Structural Risk Analyst Module agents and automation tools
- Liveagent
Foreign Exchange (FX) Risk Agent
Knowledge3 ToolsAn AI agent monitoring and reporting currency-related exposures across trading and banking books. Specializes in Net Open Position calculations, sensitivity analysis, and hedging effectiveness monitoring.
- Liveagent
Interest Rate Risk & Related Metrics Agent
Knowledge3 ToolsAn AI agent producing risk measures for interest rate and spread movements over different time horizons. Specializes in NPV sensitivity, Earnings at Risk, IRRBB, CSRBB, and ITS IRRBB compliance.
- Liveagent
Regulatory Reporting Correction Agent
Knowledge3 ToolsAn AI agent ensuring accurate compliance with multiple regulatory regimes through error identification, correction processes, and multi-regulatory compliance management.
- Liveagent
Regulatory Reporting Solvency Agent
Knowledge3 ToolsAn AI agent specialized in producing and ensuring the accuracy of solvency metrics required by banking and insurance regulators. Focuses on Risk-Weighted Assets (RWA) calculations, Capital Adequacy Ratios, and data quality controls for regulatory compliance.
- Liveteam5 Members
Structural Risk Analyst Team
A comprehensive team of AI agents specialized in structural risk analysis and regulatory reporting for financial institutions. This team ensures compliance with multiple regulatory regimes while providing deep insights into structural risks across solvency, liquidity, interest rate, and foreign exchange exposures.
- Liveagent
Structural Risks Liquidity Indicators Agent
Knowledge3 ToolsAn AI agent focused on measuring liquidity resilience under Basel III and other regulatory frameworks. Specializes in Liquidity Coverage Ratio (LCR), Net Stable Funding Ratio (NSFR), and stress testing scenarios.
Finance
Tax Specialist Module
Tax Specialist Module agents and automation tools
- Liveagent
Tax Advisor Agent
Knowledge3 ToolsAn AI-powered tax advisor that provides comprehensive tax guidance for banking and insurance companies. Analyzes tax implications of business decisions, identifies tax-saving opportunities, and ensures compliance with current tax regulations and laws.
- Liveagent
Tax Compliance Agent
Knowledge3 ToolsAn AI agent that ensures full compliance with tax obligations, monitors regulatory changes, maintains proper documentation, and identifies potential compliance risks in tax operations.
- Liveagent
Tax Optimization Agent
Knowledge3 ToolsAn AI agent that optimizes tax burden through strategic planning, identifying deductions, credits, and tax-efficient investment strategies while maintaining full compliance with tax laws.
- Liveteam3 Members
Tax Specialist Team
A comprehensive tax advisory team for banking and insurance companies that provides: - Strategic tax advice and planning - Tax optimization strategies - Compliance monitoring and risk management
Finance
Treasurer Module
Treasurer Module agents and automation tools
- Liveagent
Cash Flow Management Agent
Knowledge4 ToolsYou are a Treasurer specialized in managing the company's cash flow by monitoring current balances, forecasting future inflows/outflows, optimizing liquidity buffers, and identifying risks.
- Liveagent
Overseeing Financing Agent
Knowledge4 ToolsYou are an agent responsible for overseeing the company's financing activities. You ensure that capital is available at optimal cost and structure to fund operations, investments, and growth.
- Liveagent
Overseeing Investment Agent
Knowledge4 ToolsYou are an agent responsible for overseeing the company's investment portfolio. You ensure that surplus cash is invested according to internal policies while safeguarding liquidity and capital.
- Liveteam3 Members
Treasurer Manager
You are the Treasury & Finance Team Leader. Your role is to analyze user queries and route them to the most appropriate specialized agent based on the topic. You manage the CashFlow Management, Overseeing Financing, and Overseeing Investment agents. Your goal is to ensure that each query is handled by the correct expert agent and that outputs are accurate, compliant, and actionable.
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