Applied AI for finance
We build AI agents for financial services.
Othello is an applied-AI firm for the finance industry. We build AI agents that do real work for your clients: an avatar that answers investor questions on your site, a document agent that drafts the dense paperwork your team dreads. Whatever the job, it ships as working software, built for your firm.
You bring the problem, we build the agent that handles it. The avatar on this page is ours, built the same way we build for clients. It seemed only fair to show our own work first.
01 Capabilities
What an agent can do.
Front your firm
An avatar that handles client and investor questions on your site or in your portal, drawing only on content you have approved. It doesn’t clock off at five.
Draft the heavy documents
DDQs, RFPs, investor updates: the agent produces a first draft from your approved materials and shows where each answer came from. Your team edits instead of starting cold.
Make your portal talk back
Client and family-office portals where people ask for what they need instead of hunting through menus. Positions, the latest report, a document from last year, explained when they ask.
Take the routine off the desk
Agents that handle the repetitive back-office jobs, like chasing onboarding packs or running the same data checks every month. They only ever do the specific tasks you grant them.
02 Live demos
See one working.
The quickest way to understand an agent is to poke at one, so here are two live ones. No sign-up needed.
Fund Q&A agent
Ask a mid-cap fund the questions an investor actually asks, from performance to fees. Every answer comes straight from approved fund documents.
Open demo Demo 02DDQ agent
Watch a due-diligence questionnaire fill itself in from approved materials, with the source behind every answer ready for your team to check.
Open demoPlaceholder demos. Swap the names and URLs before launch. You can also reach these by voice, for example “play the first demo”.
03 How we work
We keep it small
so it ships.
04 Why Othello
Why firms choose Othello.
Built for finance
It knows a PDS from a DDQ, and acts like it.
Built to be used
We scope tightly and ship in weeks. The only test that matters is whether the thing works in practice.
Governed from day one
It only uses content you have approved, every conversation is logged, and we set the compliance line with your team before anything goes live.
In your brand
The agent looks and sounds like your firm. Clients shouldn’t be able to tell we were involved.
05 FAQ
Questions we get asked.
What does Othello build?
AI agents for financial services. Some face your clients as avatars, some draft documents behind the scenes, some run a portal or handle back-office tasks. All of them work from content your firm has approved.
Do agents give advice?
No. They give general information only, drawn from approved content. They don’t weigh up anyone’s personal situation, and they’re not a replacement for proper advice.
How long does a build take?
Usually a few weeks for the first working demo. The trick is a tight scope, so we agree early on exactly what the agent needs to do.
Where do answers come from?
Only from content your firm has approved. The agents don’t make things up, and you can read back every conversation they have had.
Can agents touch our systems?
Only where you let them. We connect forms, portals or data sources one at a time, and each agent can only do the specific things you have signed off on.
Ask Othello to introduce you.