How Agents Cut Hour-Long Data Checks to 5 Minutes - Amol Kapoor & Clifford Ressel, Nori Agentic

Amol Kapoor and Clifford Ressel of Nori Agentic show how cloud agents can keep an asset manager's security master database clean, especially as more money moves into private assets whose details live in PDFs, emails and call notes. Cliff explains what a security master is and why private assets break the usual identifiers, then Amol walks through work with a Fortune 200 asset manager, where every changed cell used to take an hour of manual checking. Now an agent investigates each change, cites its sources, recommends keeping or discarding it and pings the owner in Slack, cutting the human part to about five minutes. They close with lessons on adoption, keeping humans in the loop and handling back-office busywork. Chapters: 0:00 Intro 0:21 Finance has gotten weird 2:42 Private assets are hard to manage 3:24 Who we are 4:19 What a security master is 7:03 Example: mapping Google's shares 8:18 Where private assets break the model 10:50 Case study: a Fortune 200 asset manager 12:34 Cloud agents, explained 13:10 How the agent checks each change 14:37 Giving agents expertise in plain English 15:35 Agents that come to you 17:19 Three lessons from building AI for finance Amol Kapoor Clifford Ressel https://noriagentic.com Join us in SF for the second annual AIE CODE summit: https://aie.codes our last flagship summit of 2026. Applications live now!