01 / Bespoke
Finance-native agents
Every agent is purpose-built for a specific workflow - not repurposed generic AI.
Built bespoke.Grounded in science.Trusted by finance.
MarketsFlare engineers bespoke AI agents around each institution's actual workflows, constraints, and compliance rules. Backed by years of academic research across EU and Swiss universities, MarketsFlare partners with banks and asset managers to deliver deep automation and intelligent support across the firm, with proven efficiency gains established before any commercial engagement.
The Problem Why we deliver ROI
Why we deliver ROI
when 95% don't
Most enterprise AI fails because it's a generic solution searching for a problem. MarketsFlare reverses the equation, starting from the institution's real bottlenecks and delivering an agentic network built to solve them.
95% of $40B in enterprise AI delivered no measurable ROI.
The successful 5% built custom solutions targeted at specific operational problems - not horizontal tools deployed broadly.
Source: MIT NANDA, "The Gen AI Divide: State of AI in Business 2025"
Why us
The MarketsFlare Advantage
02 / Zero-risk
Risk-free engagement
Custom development and testing is free. Paid engagement begins only after proven ROI.
03 / Research-born
Deep research in agentic AI
Innovative technology grounded in scientific rigor led by a multinational university consortium.
04 / Secure
Institutional grade
Engineered for regulated environments, with bank-level security and compliance built in.
Method
A five-act path from problem to production
I
Discovery & Consultation
A collaborative session to map workflows, surface pain points, and identify where AI agents create the largest lift.
II
Customisation
Alignment on agent logic, workflows, data sources, system integrations, and visual identity. Engineers then build to the agreed specification.
III
Private Testing Environment
Agents are deployed into the institution's day-to-day workflows in a controlled testing environment, with refinements delivered continuously.
IV
Review & Approval
A final review confirms performance against the agreed objectives. The engagement proceeds only once the institution is satisfied with the results.
V
Partnership at Scale
With performance validated, the commercial relationship begins. Agents keep evolving alongside the institution, with ongoing support and new use cases.
Agentic Solutions
Use Cases in Production
Every agent is built from the ground up for the institution it serves. Each is shaped by the firm's workflows, data sources, templates, system integrations, and governance rules. What follows is a selection from work already in production.
Reporting Agents
High-quality, branded research generated from internal data. Portfolio reports, equity research, due-diligence documents - to a consistent standard, fully customizable.
- Portfolio Reporting
- Periodic Performance Report
- Equity & Extensive Research
- Extensive Research Report
- Daily Position Report
- Cash Flow Forecast Report
- Trade Execution Summary
- End of Month Operations Summary
Agents deployed in production across Swiss and EU institutions. Explore Use Cases
Base Platform
Tools That Power Financial Intelligence
Zero-Risk Engagement
Results before commitment
Every engagement begins with a free pilot: a set of custom AI agents, configured around the institution's actual bottlenecks and deployed in a private environment. No commercial agreement is signed until the efficiency gain is demonstrated in production.
3+
Custom AI Agents
Configured around the institution's specific workflows.
0
Upfront Investment
Development and testing are conducted at no cost during the pilot.
2-4 weeks
Trial Period
Sufficient time to demonstrate real, production-grade impact.
Strategic Partners
Backed by Global Technology & Research Leaders
FAQ
Frequently asked questions
MarketsFlare is a workflow automation platform built for financial institutions. It automates recurring, manual-intensive processes across research, reporting, and client communications, using your own data, templates, and internal standards, so your team spends less time on repetitive tasks and more time on higher-value work.
MarketsFlare is built for asset managers, private banks, and wealth managers who need to automate recurring operational workflows without relying on engineering teams to build and maintain them.
Most automation platforms are cross-industry and require significant configuration to reflect financial workflow logic. MarketsFlare is built specifically for financial institutions, encoding each client's internal rules, templates, and approval processes directly into the automation layer.
General AI productivity tools are designed for one-off assistance and cannot reliably reproduce the same process at scale in a governed, auditable way. MarketsFlare is built for repeatable execution, where the same workflow runs consistently every time using your own data, institutional standards, and approval processes.
Common use cases include client reporting, investment commentary, portfolio performance updates, internal research outputs, and any recurring process that involves gathering inputs, applying institutional logic, and delivering a formatted output for review.
The platform includes a Portfolio Manager, Data Sourcing tool, and AI Tool, with bespoke AI agents built on top to replicate each institution's specific departmental workflows end to end.
The Portfolio Manager connects live portfolio data and existing systems to automatically generate structured research and performance insights on client portfolios, ready for review and reporting without manual compilation.
Data Sourcing consolidates incoming data from multiple sources into a single searchable environment. Documents from different custodian banks and systems become instantly accessible, allowing your team to locate specific data points across any file directly.
The AI Tool allows users to select files from multiple sources simultaneously and generate a single structured output pulling the exact data points needed from each one, eliminating the need to open and compile documents individually.
Bespoke AI agents are custom-built automations designed around each institution's exact processes, internal logic, and compliance requirements. Each agent acts as an embedded digital colleague that delivers consistent, governed outputs at scale.
No. Every institution operates differently, and each agent is built specifically for the client's workflows, internal rules, and output requirements. There is no one-size-fits-all solution, and each deployment involves a dedicated discovery and build process.
The timeline depends on the complexity of the workflow and the number of integrations required. Our team works through a structured discovery and build process with each client to ensure the agent accurately reflects their operational reality before going live.
The platform connects to internal documents, portfolio data, spreadsheets, PDFs, and incoming data feeds from custodian banks and other sources. It works with both structured and unstructured data within your own environment.
Yes. The platform is designed to connect to your existing systems and data sources without replacing them, acting as the automation layer on top of your current infrastructure.
No. MarketsFlare sits alongside your existing systems as the workflow automation layer. It connects to your current tools and data sources rather than replacing them.
All data is processed within a secure, access-controlled environment. Strict permissions ensure that only authorised users can view or interact with specific files and workflows, including role-based access controls within the Data Sourcing module.
Yes. The platform includes role-based access controls, allowing management to define which team members can view or interact with specific files and workflows, ensuring sensitive information is only accessible to authorised users.
Every output is traceable back to its source data. The platform enforces institution-specific rules and validation steps throughout the workflow, ensuring outputs are consistent, reviewable, and auditable before they reach the client.
Yes. Workflows include controlled collaboration and review stages, so outputs can be checked and approved internally before publication, in line with each institution's governance requirements.
Yes. The platform is designed with regulated environments in mind, incorporating audit trails, access controls, and governance features that meet the expectations of financial institutions operating under frameworks such as FINMA, GDPR, and DORA.
Yes. The platform is flexible enough for smaller teams looking to automate specific workflows and scalable enough to expand across larger institutions with multiple departments and more complex requirements.
Onboarding typically involves workflow discovery and mapping, data connection and template configuration, agent development, and a pilot phase with defined success criteria before broader rollout. Our team works closely with each client throughout this process.
Deployment timelines vary depending on the complexity of the workflows and the number of bespoke agents required. Core platform tools can be set up relatively quickly, while custom agent development involves a dedicated build process tailored to each institution.
Yes. Our team provides onboarding, documentation, and ongoing support to ensure the platform operates as intended and continues to reflect any changes in the institution's workflows or requirements.
Yes. The platform is designed to expand across teams and workflows incrementally, allowing institutions to start with high-priority use cases and extend automation coverage over time without requiring large upfront commitments.