RFA, a specialized managed services provider (MSP) serving the global financial sector, announced the launch of its next-generation platform, embedding artificial intelligence across every tier of IT infrastructure, security, and operational workflows. RFA’s AI transition officially got under the lights with the release. It now combines automated intelligence with deep domain expertise to deliver faster, highly proactive, and regulatory-compliant outcomes for asset managers, hedge funds, and private equity firms.
RFA has been advising financial institutions on major technological changes for over 35 years. As cyber threats develop into more sophisticated ones and regulatory mandates become more demanding, the old fashioned reactionary IT models and lack of internal staff are just not enough. RFA’s new architecture bridges this operational shortcoming by incorporating AI into its foundational infrastructure.
Human-Augmented AI Engine Powered by Titan Platform
Built upon the Titan AI operating system, RFA’s updated service framework deploys intelligent agents that collaborate directly with senior engineering teams. These AI agents autonomously collect system diagnostics, analyze signals across distributed environments, and resolve high-volume, routine tickets with complete operational context.
Rather than fully replacing human oversight, RFA’s engineers validate automated diagnoses and direct remediation steps. This hybrid approach delivers rapid response times alongside necessary human judgment in high-stakes financial environments. Alongside the core platform release, RFA introduced a redesigned client portal featuring live chat ticketing, simplified billing views, and real-time cybersecurity dashboards.
Also Read: LTM and Cognition Partner to Reduce Financial Cyber Risk with Devin
Unveiling Dedicated Managed AI Services
To help regulated financial firms safely adopt generative AI models, RFA is also launching a comprehensive Managed AI Services practice. The service enables institutions to deploy private AI environments built on platforms such as OpenAI’s ChatGPT, Anthropic’s Claude, and Microsoft Copilot while maintaining continuous data governance and compliance oversight.
Key elements of the Managed AI Services offering include:
Strategic AI Roadmapping & Consulting: Defining custom enterprise deployment strategies aligned with institutional risk profiles.
Governance & Cost Controls: Establishing access rules, usage monitoring, and cost-cap frameworks to avoid budget overruns.
Claude Connectors & Skills Development: Customizing integrations to streamline investment research, document analysis, and due diligence.
Custom AI Agent Engineering: Designing bespoke automated agents tailored to specific back-office financial workflows.
Executive Leadership Expansion
To drive this new growth phase, RFA expanded its executive leadership team, naming David Andrade as President, Steve Schoener as Chief Operating Officer, Bill Ercolano as Chief Technology Officer, and Tim Kennedy as Chief Revenue Officer. Each executive brings over two decades of specialized experience building managed technology organizations for regulated capital markets.