Moody’s Agentic Solutions leverage advanced AI to add automation and increased optimization to high-value processes like credit assessment, portfolio monitoring, KYC screening and sales intelligence, powered by Moody’s comprehensive foundation of financial data and content.
Moody’s Agentic Solutions add automation to multi-step processes, delivering decision-informing consistency in minutes. At its core is an agentic architecture—a coordinated system of domain-specific AI agents engineered to replicate the rigor and sequence of specialized analytical workflows. These agents do not operate in isolation. Rather, they function as an ecosystem, handing off tasks through deliberate coordinated continuity, from discovery to synthesis to output delivery.
The result is a suite of intelligent co-workers that add automation and optimization to high-value workflows, across credit assessment, strategic portfolio monitoring, compliance processes and sales and marketing enablement.
Unlocking the full potential of AI technology requires a foundation of expansive, deeply connected and rigorously maintained data. In an environment where every decision carries significant risk and opportunity, data must go beyond volume to deliver structure, oversight, and strategic relevance.
Agentic Solutions are AI-powered systems made up of coordinated agents, each specialized to perform a step in a complex, knowledge-intensive process. These agents work together to automate entire processes, and deliver high-quality, auditable outputs that accelerate and inform decision-making.
Assessing a company's creditworthiness demands the curation and analysis of disparate deep-dive financial data, qualitative disclosures, sector dynamics, and macroeconomic factors to deliver strategic clarity of a company's credit risk. Moody’s combines powerful agents and its extensive data and content to automate multiple parts of the credit assessment process from data curation and analysis to spreading and underwriting resulting in credit memo creation for well-informed and effective credit decisioning.
Portfolio managers require continuous oversight of risk exposure across large sets of loan, property, and counterparty and subject entity portfolios. Moody’s Agentic Solutions leverage AI agents to automate proactive portfolio surveillance, monitoring relevant news, sector and entity research, real-time events, and a wide array of signals with the capacity to impact portfolio performance.
Marketing and revenue leaders must identify and pursue growth opportunities with insight-driven precision. Moody’s Agentic Solutions surface flashpoint signals, automate the process of identifying target organizations as well as commercial intelligence brief creation — accelerating strategic outreach, reducing manual effort, and informing the expedited deployment of impactful growth strategies.
Performing customer due diligence (CDD) and enhanced due diligence (EDD) throughout the customer relationship is a highly demanding process. Companies leverage Moody’s Agentic Solutions for automated screening and reporting workflows to inform decision-making, customer onboarding, and risk assessment.
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