
What happened
Raymond James Financial's VP of AI engineering Jeff Griffith said the firm uses knowledge graphs to help AI agents compare data from different sources against 'golden sources' before launch, and launched its digital AI operations agent Raimond in January.
Why it matters
The knowledge graph approach appears to give financial advisors faster, more accurate answers without clicking through screens or fixed dashboards, potentially reducing time spent sourcing client information.
WHO IT HITSFinancial services IT and data engineering teams at firms like Raymond James are using knowledge graphs to validate AI agent outputs against trusted internal systems, a workflow that may be relevant to compliance and risk officers overseeing AI deployments.
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Raymond James Financial is a Neo4j customer, and its work with graph technologies has become part of building trustworthy AI infrastructure. At the recent GraphSummit event, Jeff Griffith, vice president of AI engineering and data science, and Naveen Mahankali, vice president of technology, described how knowledge graphs help agents work with data from trusted systems and evaluate results against established sources.
Mahankali said the firm uses 'golden sources' as reliable systems of record and runs evaluations comparing agent-built outputs against them to make sure they are 100% accurate before launching. This approach, he said, lets agents pull data from different sources while the knowledge graph sits in Neo4j as the reference layer.
Beyond accuracy, the implementation of AI agents is changing everyday processes inside Raymond James. The firm launched Raimond in January, and Griffith described the company as shifting from having people complete menial tasks to managing agents that perform them. He said the skills the firm looks for are moving from people who can do tasks to people with a drive to solve a meaningful problem.
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