Jefferies uses AI agents for incident analysis, equips bankers with AI OS, and deploys agents in trading, operations and research.
“We're now able to analyze incidents with help from AI agents, which has reduced the mean time to resolution by over 30%. In investment banking, we've now equipped 100% of our approximately 1,900 investment banking professionals with an AI operating system and are seeing benefits in productivity helping to support our global growth. In ECM, we've developed an AI based framework called JefView that helps our teams ensure we've considered and captured the best opportunities for our clients by evaluating vast volumes of data and having AI tools look for things our teams might alone have missed. In our trading businesses, we have agents evaluating market trends and trade ideas as well as AI tools ensuring accurate trade capture and minimizing downstream breaks. In operations, our AI tools evaluate trades in real time, predicting funding requirements for things like DTC and NSCC margin, as well as automatically identifying and proposing necessary corrections for trade breaks. Our research teams are using AI enabled tools to synthesize expert insights and to help produce in depth analysis. Agents track market shifts, validate investment theses and develop predictive signals based on management commentary.”