Financial services workflows are inherently complex. Users interact with dozens of fragmented tools and data sources, with queries ranging from simple actions to multi-step, high-context workflows.
A single, general-purpose agent often fails to meet the standard required for high-value use cases because it:
Sacrifices Quality: Accuracy degrades as the toolset expands.
Increases Cognitive Load: Users must manage the AI rather than the outcome.
Limits Customization: Enterprise-specific logic is difficult to embed in a "one size fits all" model.
The Result: Generic AI assistants that feel slow or unreliable for the rigors of finance.
Sub-Agents are focused, domain-specific AI agents orchestrated within Unique AI. Each Sub-Agent is optimized for a specific task, toolset, or business domain.
User Query: The user interacts with the Unique AI interface.
The Orchestrator: Unique AI dynamically determines the complexity and context.
Routing:
Main Agent: Handles general logic and simple queries.
Sub-Agent: Invoked for complex, high-context, or domain-specific tasks.
By grouping Sub-Agents under specialized Parent Agents, Unique AI creates "Digital Teams" for specific business units.
Below are some examples where sub-agents bring value:
Parent Agent: Portfolio Manager Agent
Sub-agents:
Market Data Agent: Pulls real-time prices, volumes, and macro indicators.
Fundamental Analysis Agent: Analyzes financial statements and key ratios.
News & Sentiment Agent: Scans earnings calls, news, and social sentiment.
Risk Agent: Assesses VaR (Value at Risk), drawdowns, and correlations.
Parent Agent: Client Advisor Agent
Sub-agents:
Client Profiling Agent: Evaluates risk tolerance and life goals.
Tax Optimization Agent: Manages capital gains and tax-loss harvesting.
Asset Allocation Agent: Handles technical portfolio construction.
Product Suitability Agent: Automates regulatory suitability checks.
Market Education Agent: Translates complex decisions into plain language for clients.
Parent Agent: Primary KYC Agent
Sub-agents:
Document Verification Agent: Validates ID documents (passport, national ID), checks MRZ, holograms, expiration.
Biometric Matching Agent: Performs face match between selfie and ID, liveness detection.
Sanctions & PEP Screening Agent: Screens against OFAC, UN, EU, local sanctions lists.
Address Verification Agent: Validates utility bills, bank statements, or e-proof of address.
Risk Scoring Agent: Aggregates signals into a customer risk profile.
Specialization & Quality
Each Sub-Agent operates with a dedicated system prompt and a curated set of tools. This ensures structured, accurate, and highly relevant outputs that a general model cannot match.
Enterprise-Grade Scalability
Our modular architecture prevents "tool sprawl." New capabilities and MCPs connectors can be added without overloading the main agent or degrading the user experience.
Seamless User Experience
Sub-Agents can be fully transparent or invisible. Users interact with outcomes, not tools, reducing cognitive friction and delivering a cleaner, more intuitive interface.
Customization as a Competitive Advantage
Sub-Agents are tailored per client, industry, or use case. This is ideal for institutions with proprietary data and strict compliance requirements.