What was done
CIBC announced CAI 2.0, a proprietary agentic AI workspace with an agentic harness designed and built by CIBC team members. Users connect their data and tools and delegate multi-step tasks to agents that plan, coordinate and complete work. In the pilot, team members use it to develop client proposals and pitchbooks, coordinate compliance and regulatory work (tracking deadlines, importing policy documents, flagging anomalies, producing audit-ready reports), speed up financial analysis and compare complex documents such as multiple credit agreements.
Outcome
Company-reported: a half day of financial analysis becomes a quick review-and-refine workflow. Example given: while a team member is in a client meeting, CAI 2.0 can gather research from multiple sources, organize it into a structured report and prepare a presentation for review. CAI 2.0 is in pilot.
Evidence: Company press release. Figures are as reported by the source and have not been independently audited by AgentsNorth.
Prompt Reconstructed by AgentsNorth
The source didn't publish its prompt. This is our reconstruction of a starting prompt for a similar workflow, not the company's actual prompt.
You are a research agent for a commercial banker. For the client named below, gather recent public information (financial results, news, industry trends) and our internal notes, then produce a structured report: company overview, recent developments, financial highlights, risks, and three opportunities to discuss. Cite a source for every fact. Then draft a 5-slide outline for the banker to review. Flag anything you could not verify.