Metis automation builds Enterprise Intelligence.
Overcome the challenges of disconnected systems and limited technical resources while protecting privacy and compliance.
Transforming work across the enterprise
By integrating with your existing systems and data sources, Metis minimizes hallucinations, silos and manual bottlenecks, enabling employees to focus on outcomes instead of overhead.
Rethink the front office
Metis enhances portfolio management, research, and client-facing operations by enabling fast, accurate access to data across systems. It supports investment teams, analysts, and executives with real-time data synthesis, automation of repetitive tasks, and insight mining.
Risk & analytics
Predictive modeling, alerting, and overlays from most third-party and in-house systems.
Performance reporting
Instantly query and visualize key trends across trading and accounting systems.
Internal & external data fusion
Surface insights from structured and unstructured data across sources.
Research
Expand quality and breadth of coverage universe and efficiency of insight generation.
Portfolio management
Ingest and contextualize investment events and data from systems or team members.
Metis in action
Reimagine fund operations
Metis enables middle and back-office teams to reduce manual effort, improve quality, and scale efficiently while integrating with existing infrastructure. Metis empowers your people, as the experts in your processes, securely create their own digital operating system.
Self-serve
data integration
Connect and unify systems without developer support.
DIY workflow
automation
Streamline routine tasks like reporting and reconciliation.
Overcome
LLM limitations
Minimize hallucinations and context window constraints.
Visual
reasoning
Workwide knowledge management
Build a searchable map of enterprise operations.
Metis in action
Frequently asked questions
How does my team use Metis daily?
The platform is web browser tab that has a simple chat window for your employees to ask Metis to do work. Users can toggle between the chat window and a real-time visual representation of how Metis is reasoning and working with each of the tools and systems being used to complete the work the user has asked for.
How much does Metis cost?
Metis deploys to all your employees for less than the annual cost of one junior FTE for the entire enterprise. No other hidden costs.
Does Metis work with my existing databases, legacy applications or AI systems?
Yes. Wherever you are in your technology journey Metis is built to be extensible and modular integrating with your existing systems, not seeking to replace any single system but to bring them together to drive better results.
There are hundreds of AI platforms and tools available today and many more coming in the future. Metis gives you the ability to bring any of them into your enterprise, rather than lock any out.
How does Metis securely connect to my systems and data?
Metis leverages a modular architecture and MCP Server Builder to connect directly to existing systems of record, engagement, and business applications. It uses dynamic connectors and schema inference to unify structured and unstructured data in situ, eliminating the need for costly migrations or repository duplication.
How does Metis ensure data privacy?
Everything stays within your four walls. Metis can be deployed entirely within your infrastructure, ensuring that:
- No data ever leaves your controlled environment
- All processing happens on your servers or approved cloud tenants
- Audit logs track every interaction and data access
- Compliance with SOC 2, and other regulatory requirements
- Optional air-gapped deployments for maximum security
Even when using public AI models, we offer proxy configurations that anonymize and sanitize data before external transmission.
What general security measures does Metis implement?
Metis provides enterprise-grade security through multiple layers:
- Network Security: VPN support, VPC isolation, private endpoints
- Web Application Firewall (WAF): Protection against common attacks and vulnerabilities
- Encryption: TLS 1.3 for data in transit, AES-256 for data at rest
- Access Controls: Role-based permissions, API key management, IP allowlisting
- Monitoring: Real-time threat detection, anomaly detection, security event logging
- Compliance: Regular security audits, penetration testing, compliance certifications
How does Metis enforce and secure your compliance policies and access controls?
Metis logs in and accesses all internal or external systems as your users, ensuring Metis complies with all existing user-level security and access controls without requiring additional permissions, administrative access or supervision.
Metis can only operate within each users existing enterprise permissions and is a seamless extension of your compliance and security protocols.
All actions Metis users take generate a full corresponding audit trail.
How can Metis work with all your employees?
We’ve designed Metis to be accessible through natural language interactions – no coding or technical expertise required. You can simply tell Metis what you need in plain English: ask it to analyze data, fix issues, make changes, or explain why something isn’t working. This conversational interface creates a feedback loop for continuous improvement, where both the AI and your team learn from each interaction. Think of it as having a conversation with a junior employee that asks questions, learns, and never sleeps.
How does Metis minimize your LLM hallucinations?
Metis breaks down language-based processes into easily audited and visualized micro tasks recursively using one or more LLMs to autonomously complete and validate each task before delivering the completed output thereby virtually eliminating hallucinations and errors.
How does Metis augment your team’s expertise?
Metis doesn’t sell prepackaged “solutions” or try to replicate your domain knowledge – we provide a toolkit. Your team already holds the expertise, the coaching, and the context that make your business unique. Metis exists to let you apply that expertise efficiently, without translation overhead or vendor bottlenecks. By making natural language the interface, we ensure you can steer, refine, and instruct the system in real time.
What does it mean to create a digital twin of your organization?
Metis integrates your firm’s structured or unstructured data with your processes to build a knowledge graph that houses the context and linkages for decision making that matches or exceeds human reasoning in completing the same task.
The knowledge graph is your firm’s proprietary intelligence layer and where the IP of your business lives. Even if employees leave or systems change, the output of their knowledge and insights remain part of the data fabric of your enterprise.
Each new user query that Metis receives, insight it generates or process it automates is stored in multi-level memory that builds a proprietary self-generating digital twin of your enterprise.
How do you deploy Metis in your environment?
Metis can be deployed as a full stack in just 20 minutes using our Terraform templates. These infrastructure-as-code configurations provide:
- Automated provisioning of all required resources
- Built-in backup and disaster recovery configurations
- Multi-environment support (dev, staging, production)
- Easy rollback and version control
The Terraform approach ensures consistent, repeatable deployments while maintaining enterprise-grade reliability and compliance standards.
What cloud platforms does Metis support?
Metis is cloud-agnostic and fully supports deployment on:
- Amazon Web Services (AWS)
- Microsoft Azure
- Google Cloud Platform (GCP)
Each deployment maintains the same feature set while taking advantage of cloud-specific optimizations and managed services available on each platform.
Which LLM models does Metis support?
Unlike platforms that limit you to a small selection, Metis supports the full spectrum of foundation models including:
- Anthropic Claude (all versions)
- OpenAI GPT series
- Meta Llama models
- Google Gemini
- Mistral
- Custom fine-tuned models
- Specialized models for vision, code, and domain-specific tasks
How do I know which LLM model to use?
You don’t need to. Each model is optimized for specific subsets of use cases. Our Smart Router examines each request’s modality (text, code, images, structured data, etc) and automatically selects the best model for the task, ensuring optimal performance and cost efficiency.
What protocols and data sources can Metis connect to?
There are 20-30 commonly used applications and systems that are used in the financial services industry. Metis connects to all of them and can autonomously connect to any additional sources on premises.
Metis provides comprehensive connectivity across your entire data ecosystem:
- APIs: RESTful HTTP endpoints, GraphQL services, SOAP, and custom protocols
- Message Queues: Kafka, RabbitMQ, AWS SQS, Azure Service Bus
- Databases: SQL databases via TCP connections (PostgreSQL, MySQL, Oracle, SQL Server, etc.)
- File Transfer: SFTP, FTP, S3, Azure Blob Storage, Google Cloud Storage
- Enterprise Systems: Salesforce, SAP, Microsoft Dynamics, custom ERPs
- Real-time Streams: WebSockets, Server-Sent Events, streaming APIs
Each connection is secured and managed through our unified interface, making it easy to aggregate data from any source.
We strongly believe that betting on protocols rather than systems gives Metis the adaptability to stay current and relevant in the fast-moving landscape that is AI.
What are the LLM hosting options for privacy?
Metis offers flexible model hosting to match your security and performance requirements:
- Public Models: Integration with leading AI providers like Claude, GPT-4, and others for maximum capability, via their public (authed) APIs
- Cloud Private Models: Using services like AWS Bedrock, Azure Foundry (+ Azure OpenAI), or GCP Vertex, for enhanced data privacy, networking, and ease of management
- Raw Hosted Models: Deploy models on your own GPU infrastructure (cloud or on prem) for complete control and data isolation
Our intelligent routing system automatically inspects each request’s modality and requirements, forwarding it to the most appropriate model for optimal results.
Disclaimer: Metis Labs, Inc. provides software tools to assist with workflow automation and information retrieval. Outputs generated by the platform should not be relied upon as legal, financial, investment, or compliance advice. All results must be reviewed and validated by authorized personnel before use. While Metis minimizes hallucinations through data grounding and controlled reasoning, no AI system can fully eliminate the possibility of incorrect or incomplete outputs. Final decisions should always be made by human reviewers.
Get started now
Lowering the barrier to AI to natural language.
Let’s solve your use cases to help you work intelligently and perform better. Start with one workflow automation or insight use case and Metis will help you build from there.