Research

How we're building the
financial life agent

The engineering decisions behind Warren: voice, memory, financial modelling, UK-specific knowledge, product guardrails and background monitoring.

How Warren Stays in Touch Without Being Annoying
engineeringagentic systemsproactive engagement

How Warren Stays in Touch Without Being Annoying

Most financial planning apps go silent after onboarding. We built an AI agent that reads each user's full financial context every day - and stays quiet unless it has something genuinely useful to say.

Dima Tarasenko

Dima Tarasenko

9 min read

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