Data & AIProduct EngineeringFinancial Services
Powering 30,000 daily investment queries with agentic AI
TIFIN
The challenge
TIFIN needed to power complex, context-aware investment workflows for advisors and end clients, but existing single-shot LLM integrations lacked memory, grounding, and the ability to coordinate across specialized tasks.
Our approach
We architected graph-based multi-agent pipelines with persistent memory management and advanced Agentic RAG, exposing capabilities through MCP servers. A long-term memory and personalization framework with daily context ingestion and cross-session state management enabled deeply personalized advisor experiences.
Results
- Serving 30,000 queries per day in production
- Persistent cross-session memory enables deeply personalized advisor experiences
- Defined API contracts and protocols connecting AI pipelines with UX, backend, and investment engine teams across time zones
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