Streamline Financial Services Operations with Aisera’s AI Agents on AWS

By Alex Pazik, Sr. Technical Account Manager (ISV) – AWS & Utkarsh Contractor, Field CTO – Aisera Artificial intelligence (AI) and Large Language Models (LLMs) are driving significant efficiency improvements across the financial services and banking sectors. Advances in LLMs, particularly domain-specific models tailored for specialized industries, are unlocking new possibilities for AI integration in enterprise workflows. Gartner predicts that by 2027, over 50% of enterprise LLMs will be domain-specific, a 49% increase from 2023. Aisera provides proprietary, domain-specific LLMs that deliver precise, context-aware insights and intelligence. Using Amazon Elastic Compute Cloud (EC2) and P5 instance types, Aisera fine-tunes these models on AWS’s GPU-based infrastructure. Their AI Agent Platform, powered by AWS, enables organizations to deploy prebuilt AI agents and Amazon Bedrock Agents that manage complex workflows through multi-agent collaboration.

Evaluating AI Agents

Aisera introduced CLASSic, a benchmarking framework for assessing enterprise AI agents across Cost, Latency, Accuracy, Stability, and Security. Their study demonstrated that domain-specific agents outperform general-purpose LLM-based agents, especially in complex domains like IT, FinTech, and HR. Key findings include:

• 76.1% accuracy in domain-specific agent responses
• 99.3% success rate in refusing harmful prompts
• Up to 80% cost savings on AI processing at $0.005 per request

Aisera’s AI Stack

Aisera’s AI architecture combines Large Foundation Models (LFMs), domain-specific LLMs, and task-specific Small Language Models (SLMs) to optimize accuracy and cost-efficiency. LFMs cover broad general-purpose tasks, while SLMs are lightweight NLP models designed for efficiency. Figure 1: System of AI agents with universal, domain, and task agents. The AI Agent Platform offers out-of-the-box agents that automate high-volume, repetitive tasks such as:
• Human-like customer support via chatbots
• Account setup and management including authentication
• Payment and deposit tracking with secure transaction verification
• Real-time detection of unauthorized and anomalous activities
• Automated document processing extracting insights from contracts and regulatory filings
These agents integrate with financial platforms like Zendesk, Genesys, NICE, and SAP. Figure 2: Enterprise AI architecture showing integration of Aisera’s AI Agent Platform with enterprise systems.

Case Study: Dave

Dave, a neobank with over 5 million users, leverages Aisera’s AI Platform to scale customer support while maintaining high satisfaction scores. DaveGPT, an AI assistant powered by Aisera, provides real-time, personalized support that has increased member satisfaction and retention. With sub-5 second retrieval-augmented generation (RAG) powered by Amazon OpenSearch and dynamic workflow agents, Dave achieved:
• 89% chatbot resolution rate
• 60% first-call resolution (FCR)
Jason Wilk, CEO and founder of Dave, states:

“Today’s consumer expects personalized assistance on demand. Partnering with Aisera has enabled us to address our members’ needs in real-time through AI. DaveGPT, powered by Aisera, fundamentally impacts how we scale by automating simple interactions and generating value through efficiency and supporting our members.”

Conclusion

The rise of AI and domain-specific LLMs is transforming financial services operations. Aisera’s AI Agent Platform on AWS delivers accurate, cost-effective AI solutions that enhance customer service and operational efficiency.

Next Steps

Contact Aisera to explore how their domain-specific AI solutions on AWS can revolutionize customer service and employee support across industries including financial services. Experience AI agents firsthand at AiseraPlay or schedule a demo.

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About Aisera – AWS Partner Spotlight

Aisera redefines organizational operations by leveraging AI to automate service requests, simplify workflows, and improve customer satisfaction. Recognized by AWS for Conversational AI and Generative AI Software Competency. Contact Aisera | Partner Overview | AWS Marketplace

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Source: Streamline Financial Services Operations with Aisera’s AI Agents on AWS (Published July 25, 2025)

FAQ

What are Domain-Specific LLMs?

Domain-specific LLMs are language models that have been trained on data tailored for specific industries, allowing for more precise and context-aware insights and intelligence.

How do AI agents improve cost-efficiency?

AI agents can achieve up to 80% cost savings on AI processing by automating workflows, reducing the need for human intervention, and increasing process efficiency, which results in much lower costs per request.

What is CLASSic Framework?

CLASSic is a benchmarking framework used by Aisera for evaluating AI agents based on metrics such as Cost, Latency, Accuracy, Stability, and Security.

Crypto Market's Take

At Crypto Market, the integration of AI and LLMs significantly enhances our cryptocurrency trading capabilities. As seen with Aisera's AI Agent Platform, our Trading Bots here provide automated execution and risk management, bringing efficiency and precision to crypto trading. Our AI Analysts section also uses advanced machine learning for real-time market analysis and predictions.

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