Building trade assistant: How Jefferies optimized front office trading operations with AI

AWS · 2 months ago · 31

Jefferies built an agentic AI trade assistant using Claude, Amazon Bedrock, and Model Context Protocol tools to let traders query millions of rows of equities data in natural language without coding or IT delays. The system processes trader queries through an eight-step workflow with retrieval-augmented generation for schema context, row-level security controls, and dynamic SQL generation, enabling real-time sector breakdowns and trend visualizations. Traders now spend less time on data wrangling and dashboard requests, freeing IT teams for strategic work while democratizing data-driven decision-making across trading desks.