In a strategic leap toward the future of AI in finance, Acuity Knowledge Partners has unveiled its highly anticipated Acuity Agent Fleet, a robust, domain-specific Agentic AI platform engineered for the unique demands of Banks, Asset Managers, and Private Equity firms.
This latest innovation marks a pivotal moment in the integration of artificial intelligence and deep sector expertise, with the goal of transforming operational efficiency, decision-making, and growth potential across the financial services spectrum.
What Is Acuity Agent Fleet?
The Acuity Agent Fleet is a scalable and modular Agentic AI solution tailored for the financial industry. It merges over two decades of domain expertise with cutting-edge AI agents that automate complex workflows — from data extraction and market analysis to valuation modeling and client reporting.
The platform includes a comprehensive Agentic Library — an ecosystem of no-code AI agents — that are trained on real-world financial processes. These agents automate and streamline repetitive, time-intensive tasks, allowing professionals to focus on high-value, strategic initiatives.
“We Are Building the Future of Financial Intelligence”
“Today marks a transformative leap for Acuity as a digital-first leader,” said Robert King, CEO of Acuity Knowledge Partners. “We’re not just keeping pace with the AI revolution — we’re leading it. With the Acuity Agent Fleet, we aim to touch hundreds of billions of dollars in decisions across the globe, enabling firms to be faster, smarter, and more agile.”
King emphasized that the launch isn’t just about technology — it’s about the seamless union of machine intelligence and human insight. “This platform will become central to how financial institutions operate, scale, and lead in the age of intelligent automation.”
Applications Across Financial Sectors
For Banking: Speed, Scale, and Cost Efficiency
Banks globally face margin pressures and regulatory complexity. Agent Fleet introduces automation into critical processes like credit underwriting, market research, and company profiling.
- Company Profile Generation: Pulls data from financial reports, public databases, and market feeds to build branded, compliance-ready presentations in minutes.
- Credit Analysis: Reduces turnaround times in underwriting by automating the aggregation and analysis of borrower and market data.
- Regulatory Reporting: Streamlines the preparation of customized reports with embedded fact-checking and source validation.
“With our model-agnostic technology, any bank in any market can scale faster than ever before,” said Jon O’Donnell, COO of Acuity. “This levels the playing field and catalyzes innovation across regions.”
For Asset Managers: Driving Alpha Through Efficiency
In a performance-driven industry, time is alpha. Agent Fleet supports asset managers by accelerating research and eliminating manual bottlenecks.
- Portfolio Valuation Analysis: Integrates data across funds to automate valuation rollups and risk metrics.
- Pricing Exceptions Management: Automates detection and resolution of discrepancies in security pricing.
- Sector Research & Thematic Analysis: Agents generate timely sector outlooks using natural language processing (NLP) and machine learning models trained on macroeconomic data and news sentiment.
By freeing up analyst time, asset managers can reinvest bandwidth into idea generation, performance attribution, and client engagement.
For Private Equity: Accelerated Deal Flow and Diligence
The private capital market thrives on speed and insight. Acuity Agent Fleet empowers deal teams to identify, assess, and act with confidence.
- Deal Sourcing Automation: Intelligent screening of potential targets using criteria from existing investment theses.
- Due Diligence Acceleration: Aggregates company data and red flags potential risks using AI-powered checklists and insights.
- LP Reporting and Investment Memos: Creates investor-ready decks with embedded data, performance benchmarks, and customizable commentary.
“Private equity teams will be able to process 5x the number of deals in the same timeframe without compromising diligence or depth,” said O’Donnell.
Modular, Scalable, and Human-Governed
The Agent Fleet is modular by design, allowing firms to deploy only the agents they need. All workflows are governed by expert-defined processes, ensuring compliance and quality.
- Human Oversight Built-In: Analysts can override or validate agent outputs at key steps.
- Compliance-Ready: Designed with financial regulations in mind, with customizable audit trails and version tracking.
- Interoperable with Microsoft Office 365: Ensures that output is delivered directly into environments that users are familiar with.
A Paradigm Shift in Knowledge Work
Acuity Agent Fleet is not just about cost savings — it represents a new paradigm in how knowledge workers operate. By automating the mundane, professionals gain the freedom to focus on what matters most.
“Leaders who embrace this change will shape the next decade,” said O’Donnell. “Those who do not risk being left behind. Agentic AI is the ultimate force multiplier for financial professionals.”
Strategic Vision and Continued Investment
Since its carve-out from Moody’s Corporation in 2019 and its majority acquisition by Permira in 2023, Acuity has consistently demonstrated its commitment to innovation. The Agent Fleet is the culmination of years of R&D, domain training, and client collaboration, and will continue to evolve with user feedback and advancements in AI technologies.
About Acuity Knowledge Partners
Acuity Knowledge Partners is a trusted provider of research, analytics, data science, and digital transformation solutions to over 650 financial institutions worldwide.
With more than 6,000 industry experts operating across 16 global locations, Acuity empowers clients to unlock their human capital, transform workflows, and gain a sustainable edge in a competitive landscape.
Visit www.acuitykp.com to learn more.
