The AI Agent Library is your growing workforce of intelligent agents, each focused on a specific, high-impact task, from generating investment proposals to automating claims analysis.
Your composable AI workforce for financial services
The agents in your library are organized into six categories — some focused on specific financial verticals like wealth, insurance, or credit, others designed to drive efficiency and engagement across the entire enterprise. This is just a selection — new agents are continually being developed and added to meet evolving business needs.
Whether you’re an advisor, an underwriter or a credit officer these agents are ready to support your team, individually or composed as part of a fully orchestrated workflow.
Wealth Intelligence Agents
Purpose-built to support wealth professionals with data-led preparation, ideation, and compliant execution, all within the investment lifecycle.
ProposalAI
Investment proposal generator
Generates tailored, compliant investment proposals using preferences, holdings, risk profile, and CIO views.
ScreenerAI
Securities search and analysis tool
Finds and compares securities using live data to generate ideas tailored to client goals and risk appetite.
ResearchAI
CIO and market research tool
Gives advisors instant access to research, product info, and insights via a smart, searchable knowledge hub.
SuitabillityLetterAI
Compliance personalization engine
Drafts personalized, compliant suitability letters using fact-find data with clear, client-friendly language.
Credit Intelligence Agents
Designed to enhance credit workflows, these AI agents streamline document analysis, automate credit assessments, and support decision-making with intelligent insights.
DocumentParserAI
Credit document extraction engine
Extracts and structures key data from documents, flagging inconsistencies like mismatched income automatically.
PropertyAI
Property valuation engine
Runs instant property valuations in the background and shares results with advisors directly within the workflow.
CreditDossierAI
Automatic credit dossier generator
Builds full credit dossiers automatically, with smart analysis and flags for exceptions needing manual attention.
Insurance Intelligence Agents
Built to transform insurance operations, these AI agents accelerate policy analysis, claims handling, and client servicing through automation and data intelligence.
BrokerPlacementAI
Coverage comparison across insurers
Compares insurance policies automatically, analyzing key coverage terms to support brokers with fast, clear placement insights.
ClaimsAI
Coverage analysis engine
Extracts and maps coverage terms, clauses, and exclusions from insurance policies to streamline claims assessment and advice.
PolicyExtractionAI
Insurance policy document extraction
Pulls key policy data, coverage, limits, parties, and terms, from uploaded documents and structures it for fast advisor use.
DamageCaptureAI
Insurance claims assessment
Analyzes photos or videos to assess damage, estimate repair costs, and generate a claims report instantly within the workflow.
CoverLetterAI
Enhanced cover letter generator
Creates compliant, professional cover letters using guided fields, real-time checks, and autosave for a seamless user flow.
Advisor Assistant Agents
Designed to augment the advisor journey, from preparation to personalization, these AI agents optimize time, boost relevance, and drive engagement across touchpoints.
MeetingPrepAI
Smart meeting prep with closing forecasts
Creates tailored meeting briefs with prompts and insights to help advisors guide conversations and close more effectively.
NextBestActionAI
Action recommendation engine for advisors
Suggests high-impact actions based on client data and events, ranked by conversion potential and revenue opportunity.
PersonaCommsAI
Personality-based message personalization
Builds tailored message templates using DISC profiles, adapting tone, structure, and CTA to match each client’s style.
VoiceCaptureAI
Voice-to-data transcription and CRM enrichment
Turns voice notes into structured CRM data, capturing goals, objections, and insights to drive next steps and follow-ups.
Ops and Service Agents
These AI agents support operational efficiency by automating manual processes — reducing time, errors, and friction across the client lifecycle.
OnboardingDocAI
OCR-powered onboarding assistant
Extracts data from ID documents using OCR to pre-fill onboarding forms, reducing manual input and boosting accuracy.
TicketAI
Intelligent ticketing assistant
Analyzes client messages, detects intent, and auto-generates response tickets to streamline and speed up workflows.
Client Activation Agents
Designed to drive activation, personalization, and engagement at scale, these agents power lifecycle marketing, segmentation, and self-service journeys.
SegmentAI
Behavioral targeting engine
Segments clients by behavior and data signals, enabling precise targeting for personalized journeys and lifecycle campaigns.
CampaignAI
Real-time event-based campaign engine
Launches real-time campaigns when thresholds are hit, using smart templates and personalized CTAs to drive engagement.
Together, they reduce manual effort, accelerate time to value, and unlock new ways to deliver hyper-personalized, compliant services at scale — across every channel and client segment.
Powered by AI and embedded financial logic, each agent is trained on real-world financial workflows, ready to automate decisions and actions with precision, speed, and oversight. Use them individually to enhance existing systems or compose them inside additiv AI Studio to orchestrate seamless, end-to-end journeys across onboarding, advice, servicing, and more.
This is how Intelligent Orchestration works: AI that performs like a team, runs like a platform, and scales without disruption.
Accelerate outcomes with purpose-built AI agents
Whether you’re automating onboarding, streamlining credit decisions, or personalizing client engagement — these agents deliver measurable impact from day one.
Use them individually. Or compose them inside additiv AI Studio to scale intelligence, fast.