Agentic Wallet icon

Agentic Wallet

Own your professional profile. Share verified licenses, compliance certifications, and credentials—securely, anywhere. No need to choose build vs. buy — you get both.

1.6M+Platform Users
400+Organizations
Syracuse UniversitySUNYGoogleNVIDIAKaplan

MCP Architecture Guide for Financial Services

How to connect your financial systems (core banking, CRM, compliance, trading) to AI agents — with regulatory compliance.

Read the Guide

Agentic Wallet — Own your professional profile. Share verified licenses, compliance certifications, and credentials—securely, anywhere.

Portable, Verifiable Financial Credentials—Under Your Control.

AgenticCredential by ibl.ai compiles a living professional profile from your licensing records, compliance systems, firm platforms, and professional signals (e.g., LinkedIn).

It then issues cryptographically verifiable credentials that professionals can share with regulators, clients, and hiring managers—always with explicit consent and revocation controls.

For Financial Professionals: One Profile, Every Opportunity

Unified Professional ProfileAggregate Series licenses, compliance certifications, product certifications, regulatory credentials, CE credits, and skills into a single, portable record.
Trusted, Verifiable CredentialsShare W3C-style verifiable credentials and tamper-evident PDFs that regulators and clients can verify in seconds.
Skill Graph & EvidenceMap expertise to artifacts—exam results, CE completions, compliance records, supervisor attestations—with time stamps and manager verification.
Privacy by DesignYou decide what to share, with whom, and for how long. Revoke access anytime.
ResultStronger client confidence, faster regulatory onboarding, and proof that travels with your career.

For Compliance & HR Teams: Compliance-Ready, Low Lift

Automated IssuanceGenerate digital license verifications, compliance badges, product certifications, and CE completions from firm compliance and HRIS data.
Standards & Regulatory ComplianceAlign evidence to FINRA, SEC, state insurance, and banking regulatory frameworks; export audit-ready reports for examinations.
Revocation & UpdatesHandle re-issuance, expiry, license transfers, and credential updates with full audit trails.
InteroperabilityConnect to compliance platforms (RegEd, SMARSH), HRIS (Workday, ADP), LMS (Kaplan, Knopman), CRM, and identity providers via secure APIs.
ResultFewer manual FINRA checks, cleaner audit trails, and confident regulatory credential reporting.

What's Inside Agentic Wallet (Highlights)

Professional WalletProfessional-owned profile with selective disclosure and revocation
Verifiable CredentialsStandards-based, cryptographically signed records (licenses, certifications, compliance)
Evidence LockerArtifacts linked to expertise (exam results, CE completions, compliance records, manager reviews)
Skills IntelligenceRegulatory framework mapping, proficiency bands, and supervisor endorsements
Issuance WorkflowsTemplates for Series licenses, compliance badges, product certifications, and CE credentials
IntegrationsREST APIs, compliance platform connectors, FINRA/BrokerCheck feeds, SAML/OIDC, cloud storage
ComplianceSOC 2/SOX/GLBA support, FINRA alignment, retention policies, and consent receipts
AnalyticsVerification events, regulatory engagement, credential uptake, and outcomes by division

Why Agentic Wallet Outperforms Typical License Tracking & Compliance Tools

Ownership & ControlAgentic Wallet: Professional-controlled wallet & revocation | Typical: Firm-siloed records
VerifiabilityAgentic Wallet: Cryptographic signatures & instant checks | Typical: BrokerCheck lookups / manual calls
Skill EvidenceAgentic Wallet: Linked artifacts & manager attestations | Typical: Unstructured spreadsheets
Firm LinksAgentic Wallet: Direct compliance platform issuance & updates | Typical: Manual uploads
Selective DisclosureAgentic Wallet: Share fields by audience & duration | Typical: All-or-nothing sharing
Analytics & GovernanceAgentic Wallet: Audit logs, consent receipts, uptake | Typical: Limited telemetry

Benefits That Drive Impact

Financial ProfessionalsPresent credible proof of licenses and certifications with evidence, not just claims.
Firms & InstitutionsReduce verification workload and demonstrate regulatory compliance at scale.
Regulators & ClientsEngage confidently with professionals whose credentials are real and verifiable.

ibl.ai

The ibl.ai platform lets you deliver CE and compliance training, coach professionals, and issue portable, verifiable proof — an ownable AI stack for financial services development.

Experience Agentic Wallet Today

Start for FreeBuild your professional wallet and issue a sample credential
Enterprise DeploymentContact ibl.ai for firm-wide issuance and verification
Schedule a DemoSee Agentic Wallet in action with your team

What our partners say about us

Chris Gabriel

Chris Gabriel | Google

Lorena Barba

Lorena Barba | George Washington University

Dr. Juana Mendenhall

Dr. Juana Mendenhall | Morehouse College

Juile Diop

Juile Diop | MIT

Adam Tetelman

Adam Tetelman | Nvidia

Jason Dom

Jason Dom | American Public University System

Benjamin Breyer

Benjamin Breyer | Columbia University

Ken Fujiuchi

Ken Fujiuchi | SUNY

Erika Digirolamo

Erika Digirolamo | Monroe College

David Flaten

David Flaten | SUNY

David Vise

David Vise | Modern States Education Alliance

Linda Wood

Linda Wood | ARM Institute (U.S. Department of Defense)

Chris Gabriel

Chris Gabriel | Google

Lorena Barba

Lorena Barba | George Washington University

Dr. Juana Mendenhall

Dr. Juana Mendenhall | Morehouse College

Juile Diop

Juile Diop | MIT

Adam Tetelman

Adam Tetelman | Nvidia

Jason Dom

Jason Dom | American Public University System

Benjamin Breyer

Benjamin Breyer | Columbia University

Ken Fujiuchi

Ken Fujiuchi | SUNY

Erika Digirolamo

Erika Digirolamo | Monroe College

David Flaten

David Flaten | SUNY

David Vise

David Vise | Modern States Education Alliance

Linda Wood

Linda Wood | ARM Institute (U.S. Department of Defense)

Frequently Asked Questions