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  3. AI Observability for Financial Services Agents

Ship AI Systems Fit for
Financial Services

Maximize AI power and productivity. Minimize risk exposure.

Opik extends observability across your entire AI footprint, so you can build and monitor agents that work right and meet the strict requirements of the financial services industry

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A screenshot showing Opik being used to train a financial advisor

Trusted by the most innovative fintech teams

Why Financial Institutions Choose Opik

AI is unpredictable without the right control systems in place. You need to know what your agents are doing and why — with feedback loops to find and fix issues before they break the bank.

Scale Compliant AI Agents

Secure your customer data and internal operations. Automatically log and organize every AI action across complex systems, data sources, and user interactions.

Minimize Time to Value

Ship AI features faster, with greater precision. Opik’s testing and evaluation toolset lends repeatable structure to your development cycles, reducing trial and error.

Apply Guardrails in Production

Protect users against AI errors in real time, with guardrails to detect and block PII leaks and policy violations, and alerts to surface issues to your development team. 

Automate Audit Reporting 

Automatically produce audit logs that compare evaluation scores across different versions of your AI apps and agents for streamlined reporting to governance teams. 

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NatWest uses Opik to continuously evaluate Cora+, an AI-powered digital banking assistant. Opik scores helpfulness, safety, coherence, and accuracy, and automatically detects hallucinations in customer-facing responses. Without Opik, errors or policy violations in Cora+ could create serious regulatory risk and reputational damage. With it, the team verifies quality and reliability to safely scale Cora+ across the bank.

The AI Finance Ecosystem

As AI transforms customer-facing apps, internal analysis, and operations, firms win the arms race with governable AI systems that work at scale. 

Chatbots & Voice Agents

It’s one thing to get a demo of an AI personal banking assistant running — another to make sure it’s safe, helpful, and coherent for millions of real customers in production. Opik’s evaluation suite makes it possible to prove — then systematically improve — that performance and reliability.

AI Financial Analysis

Build AI research tools your analysts trust, with testing and scoring workflows to ensure summaries are accurate, relevant, and insightful. Automatically detect hallucinations and fabricated figures before they influence decisions.

Internal Process Automation

Gain AI efficiency without sacrificing due diligence. Opik traces each step in your document processing workflows so operations teams can support critical banking, sales and trading, and asset management functions without missed context or hallucinated details.

Enterprise Security, Compliance, and Data Governance

Opik gives you the tools to ship secure and compliant AI systems — and unlike some competitors, the platform itself is industry certified and proven at Fortune 500 scale. 

Ship Secure & Compliant AI Products

Meet strict data security and compliance audit requirements with AI observability and evaluation workflows designed for financial services customers: 

  • Pair production tracing with online evaluations to monitor drift and surface AI errors in real time.
  • Evaluate production outputs with 20+ bespoke LLM-as-a-judge metrics like ComplianceRiskJudge, or define custom metrics for your use case. 
  • Search, filter, and evaluate logs from your test environment to pinpoint AI failures before they create regulatory exposure. 
  • Collaborate with financial and legal subject matter experts to review and annotate your AI outputs directly inside the Opik platform.

The Comet Enterprise Platform 

Opik runs on the Comet platform, certified in all relevant compliance frameworks and proven reliable in the world’s largest enterprise environments since 2017. 

  • Proven at enterprise scale and complexity 
  • Flexible deployment options to meet your data governance needs
  • Role-based access control, service accounts, & view-only users
  • SOC 2, ISO 27001, & ISO 9001 certified; GDPR compliant
  • Dedicated support & uptime SLAs

Custom AI Observability for Finance Teams

Tell us what you’re building and we’ll help you set up Opik to govern your agents’ behavior and meet financial services industry requirements.

Contact Us
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