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Loading.Clareo Systems
From copilot to operator, inside a high-stakes finance environment.
0101the engagement
- Context
- Clareo Systems is a quantitative finance firm, where correctness and risk control are non-negotiable and “move fast and break things” is the wrong instinct.
- The gap
- A strong team using AI as a copilot, with the ceiling that implies. The jump to running agents as operators, safely and inside their controls, is a skill and process change, not a license.
- What we did
- Agentic-development training for the team, set up the agentic process and guardrails for their environment, and upskilled the CTO to lead it. Their people operating agents, on their standards.
Outcome
Their CTO and team now run agentic workflows in their own repo.