The Agentic Action Layerfor Institutional Finance
Deploy an internal Agent Operating System for financial operations. Nexus orchestrates triage, exceptions, and execution workflows with governance controls, approval gates, and immutable audit evidence from day one.
Built for teams at hedge funds, asset managers, and family offices who move faster than their operations can keep up.
Currently in dialogue with asset managers, family offices, and fintech operations teams across Europe.
→ Bloomberg feed connected
→ Stripe webhooks live
→ 847 events/hr
→ VaR threshold check
→ Budget rule validation
→ Risk scoring
→ Auto-escalation
→ Report generation
→ Audit logging
Your operations team is doing work that shouldn't require humans.
Every morning, someone checks account balances manually. Every month, someone generates the same compliance report. Every time VaR crosses a threshold, someone gets a call at 2am.
These aren't decisions that require human judgment. They're triggers, rules, and executions that should happen automatically. Logged, audited, and reversible.
That's what Nexus is built for.
Manual balance checks
Every morning, the same routine.
Repeat compliance reporting
MiFID II packages assembled by hand.
Late-night threshold calls
VaR breach escalations after the window closes.
CAPABILITIES
One platform. Every financial operation.
SIGNAL INGESTION
Watches everything so you don't have to
Connect to Bloomberg B-PIPE, internal feeds, webhooks, and scheduled triggers. Nexus detects threshold breaches, anomalies, and time-based events, and acts on them fast.
Examples
- →VaR breach at 2.5% → agent fires instantly.
- →Invoice due tomorrow → payment scheduled tonight.
- →Account balance below €50K → alert sent to three people.
AUTONOMOUS DECISION ENGINE
Reasons like your best analyst. Acts like your fastest trader.
Each agent runs a multi-step reasoning loop. It reads the signal, evaluates context, selects tools, and executes, with a complete reasoning trace you can audit step by step.
This isn't a chatbot. It's a decision engine with a paper trail.
FINANCIAL ACTION MESH
9 built-in financial tools. Unlimited custom ones.
Out of the box, your agents can:
- Check balances and reconcile accounts
- Execute SEPA payments and standing orders
- Pay utility bills (electricity, phone, insurance)
- Place market and limit orders
- Rebalance portfolios against target weights
- Calculate Value at Risk (historical, parametric, Monte Carlo)
- Run AML screening against sanctions and PEP databases
- Generate MiFID II transaction reports
- File Suspicious Activity Reports automatically
Every tool is atomic, auditable, and reversible where possible.
COMPLIANCE BY DESIGN
Every decision is on the record. Forever.
Nexus writes a complete audit trail for every execution: timestamp, reasoning steps, tools called, inputs, outputs, duration. AML screening can run before every payment; high-risk operations can require approval, and that approval is logged.
When the regulator asks, you have the answer in three clicks.
HUMAN APPROVAL GATE
Autonomous doesn't mean unchecked.
Define risk thresholds for every tool. Payments above €10K, equity orders above €50K, and portfolio changes above 5% drift can require a human to approve before execution.
The agent proposes. You decide. Nexus executes and records.
ENTERPRISE SECURITY
Zero-knowledge MFA. Behavioral biometrics. Device trust rings.
Nexus supports passkeys (WebAuthn FIDO2), continuous behavioral attestation, and device trust rings. New devices require approval from an existing trusted device before they can log in.
Your credentials never touch our servers. Your biometric data never leaves your device.
HOW IT WORKS
From pilot governance to production execution.
01 / DEFINE
Scope the internal workflow first: AP triage, exception handling, reconciliations, or reporting. Configure policies, approval gates, and escalation paths before execution.
02 / SHADOW MODE PILOT
Run a paid 4-8 week pilot on parallel or historical data streams. Nexus operates with zero read/write access to core banking and ERP systems while proving ROI and decision accuracy.
03 / CONTROLLED EXECUTION
Promote approved workflows into production with role-based controls and human approvals for high-impact actions. Integration is staged only after governance sign-off.
04 / AUDIT & REPORT
Every Nexus Agent action is written to an immutable, structured history with context, timing, and policy references. Export evidence packs for risk teams, internal audit, and regulators.
PRE-BUILT DIGITAL EMPLOYEES
Deploy in minutes. Customize for your operations.
Name
Treasury Officer
What it does
Monitors all account balances every morning. Flags any balance below your defined threshold immediately. Executes approved standing orders on their due dates. Reconciles accounts weekly and reports discrepancies. Never executes a payment above your limit without approval.
Ideal for
CFOs, finance teams, family offices
Name
Risk Monitor
What it does
Calculates portfolio VaR daily. Alerts immediately when 1-day VaR exceeds your threshold. Proposes rebalancing trades when positions drift beyond your limit. Generates MiFID II reports every Friday at close.
Ideal for
Quant analysts, risk teams, portfolio managers
Name
Compliance Officer
What it does
Screens every new counterparty before any payment. Flags transactions above your AML threshold for enhanced due diligence. Generates monthly MiFID II transaction reports automatically. Files SAR reports immediately on suspicious patterns.
Ideal for
Compliance teams, regulated entities, fund administrators
Name
Personal Finance Assistant
What it does
Pays all utility bills before their due dates. Monitors subscriptions and flags unused ones for cancellation. Analyses spending weekly and identifies savings opportunities. Alerts when any recurring payment increases by more than your threshold.
Ideal for
High-net-worth individuals, family offices, private banking clients
Built for High-Stakes Operations.
Real-time VaR monitoring, automated breach escalation, and MiFID II compliant audit trails, all without manual intervention.
1.2s
Avg response time
100%
Breaches caught
0
Manual interventions
[14:23:11] VaR(95,1D) calculated: €2.4M (within threshold)
[14:23:12] EUR/USD volatility spike +18% detected
[14:23:12] Automated escalation to CRO initiated
[14:23:13] Breach memo generated (ref: AUD-20241014-0892)
[14:23:14] MiFID II compliance check: PASSED
The Architecture of Autonomy.
Ingestion Layer
Agentic Core
Execution Layer
Nexus functions as an internal execution layer, not a black-box tool. Every stage is auditable, configurable, and deployable within your existing environment without rip-and-replace.
HOW WE COMPARE
Built for finance. Not adapted for it.
GENERAL AUTOMATION
Zapier · n8n · Make
- ✕Loses state on multi-day approvals
- ✕No compliance layer
- ✕No finance-specific tools
- ✕Requires engineering team to maintain
- ✕Not built for regulated environments
ENTERPRISE BPM
Camunda · Pega · ServiceNow
- ✕$50,000+ per year minimum
- ✕6-18 month deployment cycle
- ✕Requires dedicated IT project
- ✕Built for general processes, not finance
- ✕Not designed for agentic execution
NEXUS
Purpose-built for institutional finance
- →Live in 2 weeks on one workflow
- →Finance-specific from day one
- →Business-owned, not IT-owned
- →Compliance built into the engine
- →Deterministic policy, not AI interpretation
No IT project required
30%+
Average OPEX reduction
1.3s
Mean decision cycle time
0
Human touchpoints in core loop
3×
Faster than in-house build
IN PRACTICE
What the execution gap typically costs — and what closing it looks like.
For a mid-sized asset management team, based on pre-pilot workflow analysis:
BEFORE NEXUS
- ·3 analysts spending 40% of their time on operational tasks
- ·VaR reports generated manually every morning (2 hours each)
- ·Compliance reports assembled by hand for MiFID II (1 day/month)
- ·Payments approved via email chains (avg 4.2 hours per payment)
- ·23% of alerts missed outside business hours
- ·€2.1M annual cost in operational overhead
AFTER NEXUS
- ·Same analysts now focused on alpha-generating work
- ·VaR reports generated and distributed automatically at 07:00
- ·MiFID II reports generated on the last business day of every month
- ·Payments processed in under 200ms after one-click approval
- ·100% of threshold breaches actioned within 60 seconds
- ·€340K annual operational cost · Payback period: 6 weeks
Estimates based on workflow analysis. Production pilot data in progress.
Governance & Security
Enterprise governance built into execution.
Nexus is an internal execution layer for AP workflows, triage, and exception handling. It is designed for controlled rollout in regulated environments from day one.
Shadow Mode Architecture
Paid pilots run in Shadow Mode against parallel or historical data with zero read/write access to core banking and ERP systems.
Zero operational risk
Regulatory Positioning
Nexus aligns with EBA Guidelines on Outsourcing and operates as a technology infrastructure provider. We do not hold, manage, or transfer funds (Non-PISP/AISP).
Clear responsibility boundaries
GDPR and Control Framework
Data handling follows GDPR-by-design principles with tenant isolation, role-based access control, and encryption at rest and in transit.
Enterprise privacy controls
Immutable Audit Trail
Every Nexus Agent action is recorded in a structured, immutable history to support both internal review and external audit requests. SOC2-ready evidence exports included.
Audit-ready by default
Structured Programs for Regulated Teams.
Start with a paid Shadow Mode pilot, then scale into production with governance controls, SLA coverage, and audit-ready reporting.
PILOT
Paid 4-8 week pilot
Start with one workflow. Prove value in 6 weeks. No core system changes.
- Parallel or historical data processing
- Zero read/write access to core systems
- Pilot scorecard for ROI and accuracy
- Governance and control mapping workshop
- Executive readout with integration plan
SCALE
Custom program
Automate core financial operations. Unlimited agents and integrations. Real-time compliance and audit engine.
- Unlimited agents and integrations
- Real-time compliance and audit engine
- Custom decision policies and playbooks
- Priority support + dedicated engagement lead
- Enterprise analytics workspace
- API & workspace-level SSO
INSTITUTION
Private RFP
For banks and regulated environments. Private cloud or on-premise deployment. Custom SLA and joint architecture review.
- Everything in Pro, tailored
- Virtual private cloud or on-premise deployment
- Custom SLA (up to 99.99% uptime)
- Joint architecture and risk review
- Regulatory and InfoSec due diligence support
- Multi-entity and multi-book setup
Apply for a Paid Shadow Mode Pilot.
The pilot runs 4-8 weeks and is designed to validate ROI, execution quality, and governance fit before any system integration.
CFO, risk, and operations teams receive a structured readout with measurable outcomes, control evidence, and integration recommendations.
We'll reach out within 48 hours. No spam. Unsubscribe anytime.