Fiddler for Lending and Trading
Operate AI Systems That Drive Revenue While Managing Risk
AI agents now make autonomous lending decisions, detect fraud in real-time, and execute trades. These powerful capabilities also expose you to regulatory violations, reputational damage, and risks that impact consumer livelihoods.
Fiddler gives financial institutions complete visibility, context, and control, so you can manage trusted agents and predictive applications at scale.
Customer Success Snapshot: Deploy Compliant Wealth Management Agents at Scale
A Fortune 100 financial services institution (FSI) operates wealth management, brokerage, and asset management divisions serving millions of customers. The firm needed to launch customer support agents that deliver personalized assistance across complex financial products while meeting strict FSI security and compliance requirements.
These agents answer customer questions about portfolios, execute transactions, and provide guidance on investment decisions. Built on Amazon Bedrock and SageMaker, the agents must operate without hallucinations or data leakage, as inaccurate financial information could trigger regulatory violations and damage customer trust.
Fiddler's 'batteries-included' Trust Models detect hallucinations and PII within the firm's own environment; eliminating data exposure risks and additional API costs before outputs reach customers. Centralized monitoring provides visibility across all models built on Amazon SageMaker AI. This approach eliminated data-sharing concerns and accelerated compliance approvals, enabling the organization to launch agents months sooner and remove the compliance blockers that had been delaying AI modernization.
Financial Institutions Trust Fiddler for AI Observability and Security
Financial institutions deploying AI across underwriting, fraud, and trading rely on Fiddler for unified observability, policy enforcement, and regulatory-ready audit trails.
Operate Multi-Agent Trading Platforms
Trading operations deploy specialized agents that monitor market signals, execute trades, rebalance portfolios, and adjust positions based on real-time conditions.
Obtain aggregate insights down to granular details across the agentic hierarchy, from application to session to agent to traces and spans, to understand the why behind every action. Detect when market volatility causes model drift that degrades predictions and disrupts agent coordination
Deliver High-Performing Robo-Advisors
Run evaluations in development and monitor in production to ensure agents deliver accurate, unbiased financial advice.
Track 100+ out-of-the-box and custom metrics including hallucination, bias, drift, and alignment with client goals. Choose from Fiddler Trust Models that run in your environment, custom evaluators for domain-specific financial logic, or external judges for complex portfolio analysis.
Automate Compliant Underwriting Decisions
Multi-agent systems analyze credit history, verify income, assess collateral, and recommend loan terms autonomously.
Evaluate agent behavior in development, monitor production performance, and enforce human-in-the-loop approvals for high-value loans while generating audit trails that demonstrate compliance.
Scale Loan Servicing and Collections Agents
AI agents handle payment reminders, negotiate payment plans, and manage delinquency workflows.
Moderate, intervene, and block agent conversations for toxicity, regulatory violations, and policy breaches in real-time. Enforce rules that prevent deviations from approved scripts and predefined policies while detecting PII/PHI leakage before sensitive data is exposed.
Prevent Fraud Across Agentic and Predictive Systems
AI agents autonomously investigate suspicious patterns, correlate signals across data sources, and escalate high-risk cases.
Monitor agent reasoning, tool usage, and multi-agent workflows from initial alert to final disposition. Detect data drift and surface anomalies in predictive models before fraudulent behavior slips through.