Folks, we're defining a new AI Agent architecture for Fintech to support different foundation models.

Fintech AI Agents can now perform cascaded tasks using multiple underlying foundation models. Delivering the best in performance, agentic actions, and execution costs. A few highlights:

https://useorin.com/blog/ai-agent-architecture-for-fintech-with-different-foundation-models

▶ We’ve added Deepseek R1 as one of the foundational models for Orin AI agents. We're seeing pretty solid initial results for logical reasoning when tested on a few B2C fintech scenarios.

▶ Many Fintech Users have been asking about Claude. As it excels in security and stepwise actions — both critical for fintech use cases. So, we’ve included support for Claude Sonnet 3.5 for Agentic actions.

▶ We support three modes of customer support engagement: 1/ User chat – Embedded on customer portals and help center sites. Answers product questions and resolving Tier-0 issues

    2/ Email queries – Parses email threads to understand customer problems, looks up different sources, reasons out a solution, and drafts responses. Used by human agents to reply to customers efficiently.

    3/ Ticket forms – Assists human agents by analyzing support tickets, using macros, knowledge bases, and past history. Suggest responses for customer reps handling the issue.

Top customer cases:

Payment apps – Handling a variety of user inquiries on rates, payment methods, transaction times, and currency exchange. Wealth mgmt & Tax accounting – Managing queries about IRS forms, tax limits, 401(k), and IRA options.

An example AI Agent looks like this inside the customer portal.