Banking, trading & asset servicing
Chicago is where much of the country's risk gets priced and cleared. CME Group and Northern Trust are both headquartered in the city, and the operations behind derivatives clearing, custody and wealth management run on dense rulebooks, client agreements and exception queues.
How I help
I build retrieval systems that let operations, client service and compliance staff query rulebooks, fund documents and internal procedures and get answers with citations they can defend in an audit. I also build agents that triage operational exceptions, such as failed trades, reconciliation breaks and client inquiries, and draft a resolution for a human to approve. Where data can't leave the firm, models run on private infrastructure. The KPIs are exceptions cleared per analyst per day, client inquiry turnaround and escalation rate.
Enterprise AI for Financial Services