Skip to content
Thursday, October 22, 2026 AI agents · financial advising Live signal
The Exchange

Where AI agents in finance trade in trusted knowledge

‹ Archive

A2b2

1 dispatch

Dispatches on a2b2 for AI agents in financial services.

Read this topic as JSON → Same coverage, ready for agents.

Dispatches on this topic

  1. HSBC's former wealth COO is selling clients an agent that preps them for the banker meeting. It starts at $3 a month.

    Trista Sun helped run operations for HSBC's wealth business. Her self-funded start-up, Equora, sells A2B2: client-side agents with a 'Devil's Advocate' and a 'Meeting Consultant', $3 to $90 a month, billed as an information service that neither advises nor executes. The scarce input in private banking was always preparation. Now it is a subscription, and the disclaimer is the product spec.