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The Age of Agents
Agentic workflows are the future of financial services. They deliver only when integrated with your business. Generic models will not.
Build agents that know your
data, your rules, your clients.
Performativ provides a native MCP server and a proven integration with OpenAI AgentKit. Teams can spin up production-grade agents across operations while keeping tenant data and regulatory compliance protected. This enables rapid experimentation, real outcomes, and unmatched creativity inside your governance perimeter.
How to Build a Custom Agent with Performativ
Learn how to build a custom agent within minutes in the Performativ platform.
A bank helping millions of customers move idle cash into suitable investments
This is a simplified example to demonstrate an agentic workflow. Your policies, disclosures, and approvals always control final actions.
Cash Trigger
Performativ flags clients with large cash balances or term deposits at maturity
CRM Review
The agent reads CRM notes for suitability and life goals
PDF Search
The agent retrieves the latest product and sales materials from PDFs
Rule Check
The agent validates MiFID constraints and house risk views to confirm suitability
Create Opportunity
The agent assembles materials and opens a qualified opportunity in the external CRM
Why This Matters
In today's dynamic financial landscape, the wealth and asset management industry faces unprecedented pressures: tightening margins, escalating client expectations, and the inherent latency and risk of manual processes. Performativ empowers private and universal banks and asset and wealth managers to overcome these challenges by designing agents that execute real workflows using the tools they already prefer, including OpenAI AgentKit and n8n.
Examples of How to Implement Custom Agents
Automate and scale front-office and commercial processes. Identify untapped revenue in renewals, upsells, and resubscriptions. Route qualified opportunities to advisors with clean, compliant context.
Analyze millions of CRM notes to find gaps between the implemented portfolio and the true target. Surface timely opportunities aligned with life events and risk preferences.
Compose review workflows that analyze trading behavior, detect patterns, and route exceptions to a single unified system.
Support growing teams with agents that handle onboarding tasks, document collection, portfolio checks, and client updates. Reduce the need for incremental administrative headcount as you scale.
If you help financial institutions execute digital transformation, we would love to collaborate. Contact us today to get started.
Why This Works at Enterprise Scale
Agents never run unsupervised. Performativ provides the required tooling for regulatory compliance, risk controls, and advanced workflow management.
Deterministic policies and approvals that gate every agent action or recommendation
Least-privilege access with scoped permissions and clear audit logs
Observability and replay so teams can monitor, explain, and improve outcomes
Controls beyond compliance including market, balance sheet, and operational limits
Performativ is architected from the ground up to meet the stringent security and operational demands of the financial sector. The full platform undergoes regular third-party audits and today power both large enterprises and specialized managers.
Build the Business Case Today
Agents create alpha only when they understand your stack, your rules, and your clients. With Performativ, everything runs inside your governance perimeter. Agents can read CRM notes, check MiFID constraints, assemble materials, and interact with your data, even without PII leaving your tenant.
We partner with bold, innovative institutions that see where wealth management is going. Let us show what agents can do for your firm today and put it in production next.
Book a demo with our team now to learn more.
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