
Artificial Intelligence
Smartstream Introduces Agentic AI Smart Agents For Investigations And Exceptions Handling

LONDON--(BUSINESS WIRE)--Smartstream, the trusted data solutions provider for leading global financial institutions and enterprises, today announces the preview of Smart Agents for Investigations, a breakthrough in financial operations that brings augmented and autonomous exception handling to reconciliations and back-office processes.
The new investigation agent combines domain-trained AI agents, workflow adoption, and embedded controls to triage, investigate, resolve, and learn from exceptions - reducing manual effort, accelerating time to resolution, and strengthening auditability. It will add a layer of intelligence on top of Smartstream’s current reconciliations and exceptions solutions. It understands the breaks context, adheres to customer playbooks and reaches out for missing information. It documents every step for audit and compliance, allowing analysts to focus on risk. Finally, it augments the analyst’s investigation with contextual information radically changing the user experience to review and approve style interactions.
Financial institutions face exception-heavy operations in reconciliations, cash management, and back-office processes. These exceptions are complex, context-driven, and time-sensitive, often requiring manual investigation across multiple internal systems and human interactions with the counterparty. Pain points include high operational cost and people dependency, SLA breaches and settlement risk, knowledge silos and inconsistent resolution quality, and limited scalability during volume spikes.
Thomas Steinborn, Chief Product Officer, Smartstream commented: “We are very proud to introduce Smart Agents, it has been purposefully built, combining deep financial services domain knowledge with years of investment in AI technologies. Our clients have been asking for ways to reduce manual intervention and improve operational resilience, and Smart Agents delivers exactly that - an intelligent, autonomous layer that accelerates resolution, strengthens controls, and continuously learns to optimise processing. It’s a game-changer for exception-heavy workflows”.
Delays or errors in exception handling can lead to compliance breaches and penalties, slow resolution impacts SLAs and client trust, unresolved cash breaks affect funding decisions and working capital, and manual exception handling consumes up to 70% of operational effort. These challenges make automation and intelligence critical for operational resilience – which is where Smart Agents will help financial firms and enterprises overcome these challenges.
ABOUT SMARTSTREAM
Smartstream unlocks trusted, intelligent data insights – clearly, consistently, and without compromise.
Contacts
Shamira Alidina
Media Relations Director
Email: shamira@dinacomms.com
Nathan Gee
Global Head of Marketing
Smartstream
Email: nathan.gee@smartstream-stp.com
Frequently Asked Questions
What are Smart Agents for Investigations?
Smart Agents are AI-powered solutions designed to automate and augment exception handling in financial reconciliations and back-office processes.
How do Smart Agents help financial institutions?
They reduce manual effort, accelerate resolution times, strengthen auditability, and improve operational resilience in exception-heavy workflows.
What are the benefits of using Smart Agents?
Reduced operational costs, improved SLA compliance, decreased settlement risk, and enhanced scalability during volume spikes.
First published on Thu, Dec 4, 2025
Enjoyed what you've read so far? Great news - there's more to explore!
Stay up to date with the latest news, a vast collection of tech articles including introductory guides, product reviews, trends and more, thought-provoking interviews, hottest AI blogs and entertaining tech memes.
Plus, get access to branded insights such as informative white papers, intriguing case studies, in-depth reports, enlightening videos and exciting events and webinars from industry-leading global brands.
Dive into TechDogs' treasure trove today and Know Your World of technology!
Disclaimer - Reference to any specific product, software or entity does not constitute an endorsement or recommendation by TechDogs nor should any data or content published be relied upon. The views expressed by TechDogs' members and guests are their own and their appearance on our site does not imply an endorsement of them or any entity they represent. Views and opinions expressed by TechDogs' Authors are those of the Authors and do not necessarily reflect the view of TechDogs or any of its officials. While we aim to provide valuable and helpful information, some content on TechDogs' site may not have been thoroughly reviewed for every detail or aspect. We encourage users to verify any information independently where necessary.
Trending Business Wire
Fieldbee Vision Wins Gold For Digital Technology Innovation At LAMMA 2026
Ahrefs Adds Youtube And Reddit Tracking To Brand Radar
FPT Named Sitecores First Global Partner Under Global Elite Reseller Program
Solarwinds Named Sterlings 2025 Software Partner Of The Year
Sourcenow VMS Named Top AI-Driven Global Vendor Management Software Of 2026 By HR Tech Outlook
Join Our Newsletter
Get weekly news, engaging articles, and career tips-all free!
By subscribing to our newsletter, you're cool with our terms and conditions and agree to our Privacy Policy.
Join The Discussion