An Integrated Multi-Agent Copilot to Automate Complex Trading Workflows and Streamline Operations

SHALIGRAM built a multi-Agent AI FX assistant integrated with the client’s existing currency hedging and Customer Relationship Management (CRM) portals, connecting trading workflows, accelerating foreign exchange operations, and reducing manual errors.

Multi agent copilot assistant software solution

Client profile

The client is a leading financial services company with a core focus on foreign exchange trading and currency exchange. With a commitment to client service and excellence, the client manages a high volume of daily transactions that demand speed and precision.

Industry type

Financial services

Employees

50+

Country

USA

Project overview

At its core, the client was connecting with a multitude of agents, from the biggest banks to solo FX traders around the world, and negotiating and confirming deals with multiple currency pairs; many of the workflows were managed manually.

As the business grew, the company faced limitations of its manual-driven workflows and isolated systems, which resulted in challenges in terms of cost, time, accuracy, and operational risk. The operations teams were struggling to check live FX rates, move clients’ conversations quickly, and execute BUY/SELL transactions, which affected the overall performance.

The client sought a Multi-Agent AI System that could integrate with its existing hedging and CRM portals, automate FX workflows, and collaborate across the systems without requiring building an entirely new system.

SHALIGRAM built 10 Copilot agents, which included 8 specialists and 2 background guards integrated into its CRM and hedging portal. The agents work differently for each role. The entire Agentic team functioned securely, compliantly, traceably, and auditable, and executed every task smoothly.

Client business challenges

Our client lacked a connected, automated trading execution system that allows users to ask questions, learn, and converse while also allowing the admin to process transactions smoothly. Every transaction was time-consuming and resulted in inconsistent coordination and execution.

Manual FX workflows

The team attended queries and handled pricing, execution, and confirmation manually. This was time-consuming and increased the chances of errors. The lack of automation made it challenging for our client to scale operations as transaction volumes increased.

Complex software navigation

The CRM and hedging portals contained numerous screens, reports, and workflows. Navigating different screens manually to find customer records, review deals, handle queries, and access relevant information was difficult.

Lack of data security

The FX platform of our client handles sensitive financial and customer information. To enforce existing user permissions, prevent unauthorized access, and ensure controlled access to trading execution, there was a need for a secure and automated AI-driven process.

Manual report generation

Retrieving and analyzing information and generating reports with isolated systems was time-consuming. Automated reporting with Agentic AI simplifies the process.

Core features of our AI Copilot Agentic team

SHALIGRAM developed a multi-agent AI Copilot team integrated into their existing CRM and hedging portals. The solution transformed trading operations and streamlined the process into more structured and connected operations. We built and deployed the Agentic AI team within three months, which significantly accelerated FX operations while reducing the risk of manual errors.

Multi agent copilot assistant user request

Multi agent copilot assistant security check

Multi agent copilot assistant context recall

Multi agent copilot assistant request planning

Multi agent copilot assistant specialist processing

Multi agent copilot assistant response generation

Intelligent architecture

Our 10 multi-agents allow traders, salespersons, dealers, and administrators to smoothly interact with the FX trading platform through a single intelligent coordinator and responder. An Orchestrator Agent routes each request to specialized agents for CRM data, analytics, knowledge, portal actions, and memory. The agents cohesively deliver accurate insights, and the final step is executed by the response agent. This way, the entire system is automated, improving decision-making, and maintaining security and operational control.

Centralized reporting

Our multi-agent Copilot consolidates reports, summaries, and performance. The Analytics Agent retrieves and analyzes authorized data to provide accurate comparisons, trends, and key metrics, reducing manual reporting efforts.

CRM integration

The Copilot agents integrate seamlessly with the existing CRM system to retrieve client, lead, and trading information based on user permissions. The CRM Data Agent helps users quickly find customer details, review client activity, and perform KYC, accessing relevant records without the team manually navigating multiple screens.

FX hedging portal integration

Agentic AI integrated with the FX hedging portal helps users retrieve hedging-related information, review transactions, apply filters, and navigate portal workflows using natural language. The Agent prepares forms and drafts actions while keeping sensitive operations subject to authorization and approval.

Security and data protection

To maintain security, transparency, and accountability, the platform is optimized with server-side data access permissions and controls, with strict security guardrails. The platform also blocks actions such as save, send, delete, and confirm. Messages are screened for injection attempts. Answers are stripped of query text, paths, and internal IDs. Moreover, each request has caps on time, steps, and AI usage.

Outcome

Faster FX processing

Automate tasks and operate intelligently across sales, trading, and operations without increasing the headcount.

Improved decisions

Get hands-on information on market fluctuations, client context, and risk information for informed decisions.

Increased customer satisfaction

Respond to queries in seconds, handle requests, and follow-ups more quickly.

Stronger control

Maintain consistent data, audit trails, exception alerts, and reduce compliance risks.

Scalable operations

Handle growing transaction volumes without proportionally increasing manual effort.

Automated report generation

Generate reports across the 4 levels. The reports can be accessed anytime through the integrated portals. This reduces paper and manual reporting efforts.

Integrated data flow

Structured collection of data through a single solution, and smooth synchronization with CRM and hedging portal reduces process complexity and improves data consistency.

Improved operational visibility

Centralized data improves operational visibility, reduces administrative efforts, and enables the team to operate at speed and accuracy.

How our 10-agent AI copilot works inside an FX platform

SHALIGRAM developed a coordinated team of 10 AI agents, including eight primary agents and two background agents, to bring intelligent assistance into existing CRM and FX hedging portals. The Orchestrator coordinates specialized agents to retrieve authorized data, generate insights, explain workflows, and prepare actions while server-enforced permissions and human approvals maintain control over sensitive business operations.

Multi agent copilot assistant agent works