Leveraging digital expertise to evolve banking solutions, empowering users with intelligent tools that challenge traditional constraints and enhance financial management.

AXOS WorkBench

Image Generation - BLF Flux

Image Generator - GPT

Image Generator - Stable Diffusion

Render Chart

Render Diagram

Research Plan

Use this tool to create and manage a structured task list for your current research session. This helps track progress, organize complex investigations, and demonstrate thoroughness.

### When to Use This Tool

Use proactively for:
1. Complex multi-step research (3+ distinct phases)
2. Non-trivial investigations requiring careful planning
3. User explicitly requests research todo list
4. User provides multiple research topics (numbered/comma-separated)
5. After receiving new research instructions - capture requirements as todos (use merge=false to add new ones)
6. After completing research phases - mark complete with merge=true and add follow-ups
7. When starting new research areas - mark as in_progress (ideally only one at a time)

### When NOT to Use

Skip for:
1. Single, straightforward questions
2. Trivial lookups with no organizational benefit
3. Research completable in < 3 trivial steps
4. Purely conversational/clarification requests
5. Don't add a task to verify findings unless asked, or you'll overfocus on validation

### Examples

<example>
  User: Research the impact of climate change on Arctic wildlife
  Assistant: *Creates todo list:*
  1. Analyze temperature trends in Arctic regions
  2. Identify key Arctic species and habitats
  3. Review scientific studies on wildlife impacts
  4. Synthesize findings and correlations
<reasoning>
  Multi-phase research with dependencies requiring systematic investigation.
</reasoning>
</example>

<example>
  User: Compare healthcare systems across Nordic countries
  Assistant: *Creates todo list with specific items for each country's system, funding models, outcomes, and comparative analysis*

<reasoning>
  Complex comparative research requiring systematic tracking across multiple systems.
</reasoning>
</example>

<example>
  User: Investigate renewable energy adoption, economic impacts, policy frameworks, and future projections.
  Assistant: *Creates todo list breaking down each research area into specific investigation tasks*

<reasoning>
  Multiple complex research areas provided as list requiring organized investigation management.
</reasoning>
</example>

<example>
  User: Research why my company's market share is declining - analyze competitors, market trends, customer feedback.
  Assistant: *Creates todo list: 1) Competitor analysis, 2) Market trend research, 3) Customer sentiment analysis, 4) Internal factor review, 5) Strategic recommendations*

<reasoning>
  Business analysis requires multiple research phases across different data sources.
</reasoning>
</example>

### Examples of When NOT to Use the Todo List

<example>
  User: What's the capital of France?
  Assistant: The capital of France is Paris.

<reasoning>
  Single trivial factual lookup completed in one step.
</reasoning>
</example>

<example>
  User: Explain what photosynthesis is.
  Assistant: Photosynthesis is the process by which plants convert sunlight into energy...

<reasoning>
  Informational request with no complex research investigation needed.
</reasoning>
</example>

<example>
  User: Find the current stock price of Apple.
  Assistant: *Looks up current AAPL price* Apple (AAPL) is currently trading at...

<reasoning>
  Single straightforward data lookup with immediate results.
</reasoning>
</example>

<example>
  User: What does GDP stand for?
  Assistant: GDP stands for Gross Domestic Product...

<reasoning>
  Simple definition request with no multi-step research required.
</reasoning>
</example>

### Task States and Management

1. **Research States:**
  - pending: Not yet started
  - in_progress: Currently investigating
  - completed: Research finished successfully
  - cancelled: No longer needed

2. **Research Management:**
  - Update status in real-time
  - Mark complete IMMEDIATELY after finishing each phase
  - Only ONE research area in_progress at a time
  - Complete current investigations before starting new ones

3. **Research Breakdown:**
  - Create specific, actionable investigation items
  - Break complex research into manageable phases
  - Use clear, descriptive research objectives

When in doubt, use this tool. Proactive research management demonstrates thoroughness and ensures complete investigation of requirements.

update_research_plan

Search Web

Search the web using SERP API (Google search engine) for real-time information about any topic. Use this tool when you need up-to-date information that might not be available in your training data, or when you need to verify current facts. The search results will include relevant snippets and URLs from web pages. This is particularly useful for questions about current events, technology updates, or any topic that requires recent information.

research_tool_search_web

Extract Web Page

Retrieves the text content of a web page in markdown format. When in Lightweight Mode, this tool returns an extracted content with only the answer based on the extractInstructions. When in Comprehensive Mode, this tool returns the full content of the web page.

extract_web_page

Read Full Web Page

Retrieves the full text content of a web page in markdown format, this will return the full content of the website that may be extremely long.

read_full_web_page_content

Deep Research

read_web_page_content

Read the content of a web page via its URL.

Web Page Scrapper

Todo List

Web App Builder

Represents the securities side of the bank.

WES - Securities Agent

Generates an image from the user's text prompt

TIM - Text to Image

Extracts information from an image into a formatted table

IMT - Image to Text

A paid ads writer for Meta, Reddit, Google, and LinkedIn.

ROI - Ad Writer

Can you create a thumbnail for our social post about mobile banking features?

Generate an image showing financial security for our website homepage

I'm looking for a conceptual image representing growth for our investment services page

I need help generating stock photography for a blog post.

Generating on-brand visuals for Axos marketing needs



GIA - On-Brand Graphic Design

Upload an image (or 3), provide me instructions, and I'll photoshop your image.

SHEP - Photoshopping Agent

A production expert specializing in pre-production, production, and post-production for video storytelling.

SCORSESE - Film Production Expert

MIA - Marketing Intelligence Analyst

I need a brochure for our new Treasury Management services targeting CFOs of mid-sized companies – what would you recommend?

Can you create a one-page product sheet for our business checking accounts that highlights our competitive advantages?

How would you structure a brochure for our commercial real estate lending program that addresses both features and benefits?

We need to update our retirement services brochure – can you help me create compelling copy that explains our value proposition?

Expertly crafting persuasive financial marketing collateral that converts

ECHO - Banking Brochure Architect

Can you transform {{this product description}} to match Axos Bank's voice and tone?

How should I adjust my writing style for Axos Bank's social media channels?

Review this email draft and make it sound more like Axos Bank.

Help me convert this attached document into customer-friendly language for our website.

Transform your content into authentic Axos Bank voice and style

PROSE - Brand Writing Specialist

What are the key features of Axos Bank's consumer checking accounts?

Can you help me compare our savings account options for a new customer?

How do I explain the benefits of our digital banking platform to a tech-savvy millennial?

Create a brief overview of Axos Bank's mortgage products for first-time homebuyers.

Your digital banking ally for consumer insights

AVIA - Consumer Agent

Create a LinkedIn post announcing Axos Bank's new high-yield savings account.

Develop a Facebook post series promoting financial literacy for families.

Craft a Twitter thread highlighting Axos Bank's innovative mobile banking features.

Generate an Instagram story concept showcasing Axos Bank's community involvement initiatives.

Crafting engaging, platform-optimized Axos Bank posts

SOCI - Social Media Post Generator

VISTA - Image Generator

I need an email announcing our new high-yield savings account rate increase.

Create a welcome email for new checking account customers.

Draft a promotional email for our summer mortgage refinance special.

Generate an HTML email template for our credit card reward program.

A specialized AI agent that transforms consumer marketing requirements into professional, compelling emails for Axos Bank's retail customers.

CEA - B2C Email Generator

I need an email for business clients announcing our new treasury management features.

Create an email notifying our commercial clients about upcoming account maintenance.

Draft a promotional email for our business lending program with competitive rates.

Generate an HTML email template welcoming new commercial banking clients.

A specialized AI agent that transforms business requirements into professional, compliant HTML commercial emails for Axos Bank.

ACE - B2B Email Generator

I need to create a strategic brief for an upcoming campaign targeting financial advisors

Can you help me develop a Program Brief for a new product launch?

I have some initial campaign details and need them shaped into a proper brief

We're planning a multi-channel initiative and need the strategic framework documented

Transforms insights into strategic marketing briefs

SAGE - Strategic Brief Generator

Represents the commercial side of the bank

AXE - Commercial Agent

Kimi K2 is Moonshot AI's state-of-the-art Mixture-of-Experts (MoE) language model with 1 trillion total parameters and 32 billion activated parameters. Designed for agentic intelligence, it excels at tool use, coding, and autonomous problem-solving across diverse domains.

Kimi K2

Qwen 3 32B is the latest generation of large language models in the Qwen series, offering groundbreaking advancements in reasoning, instruction-following, agent capabilities, and multilingual support. It uniquely supports seamless switching between thinking mode (for complex logical reasoning, math, and coding) and non-thinking mode (for efficient, general-purpose dialogue) within a single model. The model excels in human preference alignment, creative writing, role-playing, and multi-turn dialogues, while supporting 100+ languages and dialects.

Qwen3-32b

Llama 4 Maverick is Meta's natively multimodal model that enables text and image understanding. With a 17 billion parameter mixture-of-experts architecture (128 experts), this model offers industry-leading performance for multimodal tasks like natural assistant-like chat, image recognition, and coding tasks. With a 128K token context window and support for 12 languages (Arabic, English, French, German, Hindi, Indonesian, Italian, Portuguese, Spanish, Tagalog, Thai, and Vietnamese), the model delivers exceptional capabilities.

Llama 4 Maverick 17B 128E

Mill Pond Research's proprietary & secure LLM system

Xilos

Compound system integrates OpenAI's GPT-OSS 120B and Llama 4 models with external tools like web search and code execution. This allows applications to access real-time data and interact with external environments, providing more accurate and current responses than standalone LLMs. Instead of managing separate tools and APIs, Compound systems offer a unified interface that handles tool integration and orchestration, letting you focus on application logic rather than infrastructure complexity.

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