Confidential — Prepared for Chinaza OkpechiJune 2026Byron 3.0 RFP Response

The intelligence platform Northern Trust deserves.

Byron unifies Northern Trust's digital coworkers, business-unit agents, mini-apps, and the GAI data fabric into a single context-aware, permission-driven, model-agnostic workspace. Built for regulated financial services. Live today.

8
Business-unit workspaces
11
Agents & digital coworkers
15+
Integrated systems
4
Foundation models (BYOM)

01 · What is Byron@NT

A conversational intelligence layer for every partner, grounded in Northern Trust context.

Digital coworkers

ARTY, FARA, LARA, and CORA — named coworkers Northern Trust partners already know, now reachable in chat, embedded in workflows, and orchestrated across systems.

Business-unit agents

Wealth Management, Asset Management, Asset Servicing, C&IS, Risk, COO, and HR agents — each scoped to their data, tools, and personas.

Mini-apps

Purpose-built micro-apps for fund accounting NAV review, ARB submission, KYC, regulatory digests, review books, and more — invoked directly or routed from chat.

Orchestration

Byron detects intent in chat and routes to the right agent or mini-app. ASTAC agents built on Copilot Studio are federated through the same surface.

GAI data fabric

Grounded retrieval over Northern Trust's governed Snowflake data products, SharePoint, Aladdin, GFAS, and Salesforce FSC — with permissions enforced at every layer.

BYOM

Bring your own model. Claude 4.6, GPT-4.1, Gemini 2.5, and NT-hosted Llama — selectable per workspace, per agent, per conversation.

02 · How it ties together

One platform on top of the GAI infrastructure.

Layered architecture

Experience
Byron Chat · Mini-apps · Embedded in Outlook / Teams / Salesforce
Orchestration
Intent router · Agent registry · Tool selection · Guardrails
Agents
ARTY · FARA · LARA · CORA · BU Agents · ASTAC (Copilot Studio bridge)
Models (BYOM)
Claude 4.6 · GPT-4.1 · Gemini 2.5 · NT-hosted Llama 3.1
Data layer
RAG · MCP servers (Bloomberg, FactSet) · REST/GraphQL APIs · JDBC to Snowflake
GAI Platform
Identity (Entra) · Secrets · Observability · Audit · Cost · Eval harness
Systems of record
Salesforce FSC · GFAS · Eagle · Aladdin · ServiceNow · SharePoint · Workday

GAI is the substrate

Byron runs on top of Northern Trust's GAI platform — identity is Entra ID + Okta SSO, secrets land in GAI Vault, every call is observable in the GAI telemetry stack, and every agent is evaluated through the shared eval harness.

Data integration model

  • MCP servers for governed market/research data (Bloomberg, FactSet).
  • REST & GraphQL for transactional systems (Salesforce, ServiceNow, Aladdin).
  • JDBC direct to certified Snowflake data products in the GAI lake.
  • Connectors users wire up themselves (OneDrive, Outlook, SharePoint).

Unifying ASTAC + Copilot Studio

Agents authored in Microsoft Copilot Studio (the ASTAC program) are exposed as first-class Byron agents through the ASTAC Bridge — same chat surface, same audit log, same governance.

03 · Digital coworkers

The names partners already know — now agentic.

AR

ARTY

AI Research & Trust

Enterprise client briefings, meeting prep, cross-doc Q&A.

FA

FARA

Fund Accounting & Reconciliation

NAV exceptions, cash breaks, trial-balance variances.

LA

LARA

Legal, Audit & Risk

Regulatory digests, policy drafting, audit evidence.

CO

CORA

Client Onboarding & Relationships

KYC walkthroughs, suitability, portfolio narratives.

04 · Built for regulated enterprises

SOC 2 Type II. Permission-driven. Auditable end-to-end.

Permissions at every layer

Workspace, agent, tool, knowledge base. A Wealth user can never see Asset Servicing data.

Full audit log

Every prompt, tool call, document retrieved, and model invocation captured for compliance review.

BYOM + private hosting

Use Claude, GPT, Gemini — or NT-hosted Llama. Models can be pinned per workspace.

Data residency

EU/UK/US/APAC data stays in region. No training on Northern Trust prompts.

DLP & PII guardrails

Pre/post-processing filters with policies aligned to NT data classification.

Cost controls

Per-user, per-workspace, and per-BU budgets with real-time token telemetry.

Demo environment

See it work. End to end.

Enter the live Byron demo, ask the orchestrator a question, and watch it route to a digital coworker or mini-app.

Enter the demo →