Fintech AI Agents can now perform cascaded tasks using multiple underlying foundation models. Delivering the best in performance, agentic actions, and execution costs. A few highlights:
https://useorin.com/blog/ai-agent-architecture-for-fintech-with-different-foundation-models
▶ We’ve added Deepseek R1 as one of the foundational models for Orin AI agents. We're seeing pretty solid initial results for logical reasoning when tested on a few B2C fintech scenarios.
▶ Many Fintech Users have been asking about Claude. As it excels in security and stepwise actions — both critical for fintech use cases. So, we’ve included support for Claude Sonnet 3.5 for Agentic actions.
▶ We support three modes of customer support engagement: 1/ User chat – Embedded on customer portals and help center sites. Answers product questions and resolving Tier-0 issues
2/ Email queries – Parses email threads to understand customer problems, looks up different sources, reasons out a solution, and drafts responses. Used by human agents to reply to customers efficiently.
3/ Ticket forms – Assists human agents by analyzing support tickets, using macros, knowledge bases, and past history. Suggest responses for customer reps handling the issue.
Payment apps – Handling a variety of user inquiries on rates, payment methods, transaction times, and currency exchange. Wealth mgmt & Tax accounting – Managing queries about IRS forms, tax limits, 401(k), and IRA options.
An example AI Agent looks like this inside the customer portal.
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