Case Study

AI Financial Agent for Predictive Investment Insights and Real-Time Market Reactions

40%‍

faster market data processing

100k+

monthly active users

98%

user trust score

90%‍

accuracy of predictive trading analysis

Services provided

backend development

ML integrations

support and maintenance

solution architecture for chat service

About the Client

Client

AI Software Development Company

Industry

Hi-tech

Location

Company Size

50 employees

Duration

2024 – present

The client, a US-based AI product company, specializing in high-performance AI and blockchain solutions tailored to the financial sector. Their technologies are already used by over 50,000 users and 12 institutional clients in the asset management sector. Their flagship offering—an AI-powered trading platform—aims to provide clients with personalized investment recommendations and real-time trading capabilities.

Challenge

The client needed AI Agents to solve two core problems: slow manual analysis couldn't keep up with market changes, and existing systems failed to provide real-time investment advice at scale.

Real-Time Performance
Under Market Volatility

To introduce AI Agents, it was critical to achieve sub-second response times (<1s) to process live crypto/stock.

Legacy monolithic systems caused processing lags, risking missed trading opportunities and outdated recommendations.

High-frequency data overwhelmed infrastructure, delaying price updates and trade executions.

Systems failed to handle user traffic spikes or API expansions, limiting feature rollout and stability.

Balancing Predictive Accuracy with Regulatory Compliance

AI models needed to align predictions (risk assessments, asset recommendations) with strict financial regulations.

Models struggled to adapt to rapidly shifting market conditions while maintaining regulatory alignment.

Secure Conversational AI Implementation

NLP-driven interfaces required end-to-end encryption to protect user queries and financial data from leaks.

Weak authentication protocols and unencrypted transaction pathways exposed vulnerabilities, leading to breaches.

API Management Complexity

Integration conflicts between 15+ financial APIs (Alpaca, Bloomberg) caused data format mismatches.

Inconsistent authentication protocols and fragmented data flows threatened system reliability.

Solution

Anadea’s software engineering team and Tensorway’s AI experts co-developed a custom agentic AI solution for the client’s trading platform, building on Tensorway’s AI Agent service. The system processes real-time data, delivers predictive insights, and ensures regulatory compliance.

/01

AI Agent Core Architecture

Trained an AI Agent to classify 20+ user intents (portfolio checks, risk assessments) via NLP models.

Integrated real-time data pipelines pulling live market feeds, SEC filings, and earnings calls.

Secured sensitive financial data with isolated AWS CloudHSM containers for AI processing.

/02

Retail-Focused AI Agent

Deployed a ChatGPT-style interface for natural language queries.

Enabled predictive trade alerts using ML models to analyze 50+ indicators (RSI, MACD) with 90% accuracy.

/03

Security & Results

Enforced 2FA using JWT and AES-256 encryption

Provided monthly security audits

Core Features

AI-driven predictive trading signals

Conversational AI financial advisor (LLM-powered)

Real-time price tracking and asset trading

Custom investment goal management

Secure transaction workflows with 2FA

Integrated trade analytics and risk reporting

Push notifications and real-time alerts

Technologies

Python

FastAPI

AWS

Redis

MySQL

PostgreSQL

React Native

OpenAI LLM

Business Value

The result of this collaboration was a highly resilient, scalable, and intelligent financial trading platform with the power of agentic AI.

The client got AI
Agent-optimized data stream workflows

Accelerated response time

Reduced operational costs for institutions by 35%

Enabled real-time data processing and analytics

Achieved 98% user trust score with staunch financial and personal data protection

Ensured zero breaches post-launch

100% compliant with current regulations

Highly flexible to changing regulatory landscape and trends