Single-purpose agents & sub-agents

Retrieves and summarizes information from SharePoint, the policy library, and approved web sources.

Queries opportunities, accounts, activities; can log notes and tasks back to Salesforce FSC.

Pulls exceptions from GFAS, reconciles to Aladdin positions, flags tolerance breaks.

Composes executive-ready memos, sign-off notes, and review packets from structured inputs.

Runs sanctions, PEP, and adverse-media screens; classifies entity risk.

Curates internal and partner learning content, builds learning paths, tracks completion.

Answers benefits, PTO, learning, and policy questions for partners worldwide; drafts requisitions and offer letters. Authored in Copilot Studio.

Surfaces operational KPIs, incident posture, and cross-BU initiatives for the COO leadership team. Authored in Copilot Studio.

Generates client review books, market commentary tailored to portfolios, and proposal materials. Authored in Copilot Studio.

Synthesizes manager research, factor exposures, and ESG screens for the investment teams.

Handles client inquiries on custody positions, corporate actions, and tax reclaims.

Supports relationship managers across pensions, sovereigns, and insurance with mandate intelligence.

Authored in Microsoft Copilot Studio; federated through the ASTAC bridge.

Bloomberg MCP server exposed as a Byron agent — pricing, news, fundamentals.