The Definitive Guide to Financial Services Agents in Production

Get the inside look at how J.P. Morgan, Chime, and Bridgewater are building AI agents that hold up in production.

How Financial Services Teams Are Shipping Agents That Hold Up

AI agents are moving from demos into real financial services workflows, where accuracy, governance, security, and compliance all matter. This guide breaks down how teams at J.P. Morgan, Chime, and Bridgewater are building production agent systems, from internal research assistants to member-facing copilots, and what they've learned about making agents reliable enough for high-stakes environments.

What You'll Learn

How J.P. Morgan evolved Ask DAVID from a simple agent into a multi-agent research assistant with stronger orchestration, evaluation, and human review.
How Bridgewater built PAT, an internal research agent used by hundreds of investors, with per-user security, deterministic code generation, and a learning loop that improves from real usage.
How Chime uses evals to align engineering, legal, and compliance so teams can catch risks earlier and build confidence before agents reach customers.
Why observability, runtime governance, and human-in-the-loop workflows are becoming core requirements for shipping agents in regulated industries.

Download the guide to see what production agent development looks like inside some of the most demanding financial services environments.