CAO and agents

CAO is Fintheon’s conversational operating layer. It can work with user-selected context, help prepare briefs, synthesize research, and route work to the appropriate product surface.

CAO

CAO is available through text and supported voice experiences. Its contextual dock can receive selected market, research, or workspace context so a conversation stays connected to the work at hand.

Agent operations

Fintheon also includes an agent registry, agent desk, skills, Scouts, Autopilot, research flows, calibration, and source-of-truth directives. These tools are designed for governed work: a person can inspect the context, source, output, and handoff.

Control boundary

Agents can assist with research and analysis. They do not silently take control of trades, accounts, or private context. Access follows the user’s workspace, role, enabled capabilities, and provider permissions.