LONDON–(BUSINESS WIRE/AETOSWire)– Smartstream, the trusted data solutions provider
for leading global financial institutions and enterprises, today announces the preview of Smart
Agents for Investigations, a breakthrough in financial operations that brings augmented and
autonomous exception handling to reconciliations and back-office processes.
The new investigation agent combines domain-trained AI agents, workflow adoption, and
embedded controls to triage, investigate, resolve, and learn from exceptions – reducing manual
effort, accelerating time to resolution, and strengthening auditability. It will add a layer of
intelligence on top of Smartstream’s current reconciliations and exceptions solutions. It
understands the breaks context, adheres to customer playbooks and reaches out for missing
information. It documents every step for audit and compliance, allowing analysts to focus on risk.
Finally, it augments the analyst’s investigation with contextual information radically changing the
user experience to review and approve style interactions.
Financial institutions face exception-heavy operations in reconciliations, cash management, and
back-office processes. These exceptions are complex, context-driven, and time-sensitive, often
requiring manual investigation across multiple internal systems and human interactions with the
counterparty. Pain points include high operational cost and people dependency, SLA breaches and
settlement risk, knowledge silos and inconsistent resolution quality, and limited scalability during
volume spikes.
Thomas Steinborn, Chief Product Officer, Smartstream commented: “We are very proud to
introduce Smart Agents, it has been purposefully built, combining deep financial services domain
knowledge with years of investment in AI technologies. Our clients have been asking for ways to
reduce manual intervention and improve operational resilience, and Smart Agents delivers exactly
that – an intelligent, autonomous layer that accelerates resolution, strengthens controls, and
continuously learns to optimise processing. It’s a game-changer for exception-heavy workflows”.
Delays or errors in exception handling can lead to compliance breaches and penalties, slow
resolution impacts SLAs and client trust, unresolved cash breaks affect funding decisions and
working capital, and manual exception handling consumes up to 70% of operational effort. These
challenges make automation and intelligence critical for operational resilience – which is where
Smart Agents will help financial firms and enterprises overcome these challenges.
ABOUT SMARTSTREAM
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*Source: AETOSWire
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