Tavily for Financial Services: Building production-ready AI agents with real-time web search
See how real-time, cited web retrieval turns financial AI agents into production-ready systems for KYC, investment research, and risk management.
About this event
webinar
Financial institutions are moving AI into workflows that determine who they do business with, where they invest, and how they manage risk. To operate reliably in production, these agents need current, verifiable web context, not static knowledge or fragmented manual research.
Join us on October 14 for this live session, where Tavily will demonstrate a production-ready retrieval architecture for financial AI agents. We’ll begin with an end-to-end KYC/KYB demo, then show how the same foundation can support investment research and risk management workflows. Along the way, we’ll examine retrieval quality, cost, security, traceability, and human oversight.
what to expect
- Use a shared, real-time web-retrieval layer across KYC/KYB, investment research, and risk workflows
- Build a KYC/KYB workflow that retrieves, cites, and reviews identity, ownership, sanctions, adverse-media, and regulatory evidence
- Extend the same retrieval architecture to monitor filings, news, market signals, company developments, and changing risk indicators
- Evaluate production readiness across retrieval quality, useful context per token, cost, security, traceability, and human review
- Design financial AI agents that produce current, defensible evidence for high-stakes decisions
who should attend
- AI, GenAI, ML engineering, data science, and applied AI leaders building production agents
- Platform, solutions architecture, and RAG teams responsible for retrieval infrastructure
- AML, KYC, financial crime, compliance technology, and transformation leaders
- Investment research, quantitative research, data, analytics, and investment intelligence teams
- Enterprise, third-party, counterparty, underwriting, and risk technology leaders
details
- Wednesday, October 14, 2026, 9:00 am PT / 12:00 pm ET
- 45-minute presentation, live demo, guided scenarios, and Q&A
Join the live session to see how real-time, cited web retrieval can help move financial AI agents from promising prototypes to production-ready workflows.
speakers
