Agentic AI for sales & trading
Meet Merton,
your desk’s
newest analyst.
Merton is a private AI agent trained on market data, alternative data, and your desk’s own history — built to think like your best traders, work alongside your team, and never leave the building.
How merton works
An analyst that already knows your book
Merton sits next to your salespeople and traders, not in front of them. It’s trained on your desk’s data, your firm’s playbook, and the market itself — then put to work on the tasks that used to eat up your day.
Private by design
Secure, private agents trained on market data, public and alternative data, plus your desk’s own data — used only for you, never pooled across clients.
Senior judgment, encoded
Trained directly by DataDock’s executives, drawing on more than 80 years of combined senior sales and trading experience.
Behavioral simulation
Runs DataDock’s simulation engines to analyze customer profitability and surface optimal trading decisions across different behavioral lenses.
Multiplies your best people
Augments your most effective salespeople and traders — supercharging productivity and revenue while reducing cost per seat.
Best model for the job
Runs on Claude, Gemini, AWS Bedrock, Titan, and open-source models — chosen per task, without compromising security or data integrity.
Lighter operational load
Automates the routine work currently handled by junior, operational, and support staff — freeing your team to focus on clients.
Merton in action
From question to hedged trade in five turns
A real exchange between a trader and Merton — analysis, structuring, distribution, execution, and hedging, in one conversation.
Security & trust
Audited where it matters most
Merton’s cyber and AI security has been reviewed and audited by major financial institutions, including US bulge-bracket banks. Your data trains your agents — and stays yours.
Common questions
What desks ask us first
Does our data train models for anyone else?
No. Your market, public, alternative, and proprietary desk data trains agents for your firm only. Nothing is pooled across clients, and nothing leaves your environment.
Which models does Merton run on?
Merton selects between Claude, Gemini, AWS Bedrock, Titan, and open-source models per task — balancing capability, latency, and cost without compromising security or data integrity.
Who trained Merton’s trading judgment?
DataDock’s executives — with more than 80 years of combined senior sales and trading experience — trained Merton directly, alongside DataDock’s behavioral simulation engines for customer profitability analysis.
Has the security been independently vetted?
Yes. Merton’s cyber and AI security has been approved by and audited by many large financial institutions, including US bulge-bracket banks.
What roles does Merton actually take on?
Merton augments your most effective salespeople and traders, and automates tasks currently performed by junior, operational, and support staff — from relationship P&L analysis to structuring, distribution lists, and hedging recommendations.
get started
Put Merton on your desk
See how Merton handles your book, your customers, and your playbook — in a private session with your own data.