Artificial intelligence · Financial services
Secure AI agent infrastructure for a research firm.
At a glance
From scattered AI experiments to an environment the firm runs itself.
Any model
Agent code runs on any AI provider, swapped by configuration.
Per project
Client data isolated by engagement, enforced in the framework.
In-house
Run by the firm’s IT team after a structured handover.
The challenge
AI ambition, with nowhere to run it.
The firm’s analysts were already building AI skills and prototyping multi-agent research workflows. What they lacked was infrastructure: no shared place to store agent code, connect data sources, enforce client confidentiality or run reliably at scale.
- Agents that behaved differently from one run to the next
- No governed access to paid research or internal documents
- No cost visibility and no audit trail
Our approach
An environment built to be owned by the client.
BroadPoint designed and built secure agent infrastructure the firm could develop against immediately and extend on its own.
- A model abstraction layer, so agents can switch AI providers without code changes
- Connectors to internal documents, paid research, public web search and SEC filings, plus a template for adding new ones
- An agent framework that handles retries, error handling, cost tracking and temporary storage
- Cloud compute, storage, CI/CD and an interview transcription pipeline
- Domain protection, so the firm’s domain never appears in outbound requests
- Per project sandboxing, so agents cannot reach another client’s data
The impact
Analysts focus on research, not plumbing.
- Agents that return consistent, sourced results every time
- Client data isolated by project, with access logged
- Cost tracked on every run
- The firm’s IT team maintains the environment and adds new data sources without outside help
What leadership took away
Lessons that apply beyond this engagement.
- The bottleneck in AI adoption is often infrastructure, not ideas.
- Build for handover from day one: runbooks and templates matter as much as code.
- Vendor flexibility protects the investment as AI models change.
Selected clients
