Lendi Group plans to incorporate metrics around the use of AI into its annual staff performance review at the end of July to determine, for example, how effectively people are training and using AI agents.
Matthew Hargreaves of Rendy Group.
The fintech has committed to becoming operationally AI-native by June this year and is reinforcing this commitment through its HR processes.
“[When] We will begin our annual review at the end of July. People are expected and will be reported on their use of AI, the agents working for them, and their performance. [working with] It’s not just the agent, it’s the agent,” Matthew Hargreaves, head of productivity and automation, said at Atlassian’s Team ’26 conference in the US earlier this month.
“Everyone in our organization becomes a leader. [or not] It is a human leader, and everyone is an agent leader. You have to coach them. ”
Hargreaves said the presence of AI agents is changing the way he personally works, including how he runs meetings.
“I now find myself intentionally summarizing in meetings because I know it needs to be in the minutes, and I need to be speaking very clearly and carefully. [ensuring] That’s because you will rely on those records later,” he said.
Mr Hargreaves said the agent empowered staff to take an idea and “follow it through”. [an] Create an agent workflow and actually write the first line of code. ”
“It’s not just me; I have a team and people who can use tools like Magic Patterns to create working prototypes.”
Magic Patterns is an AI-based design and rapid prototyping tool adopted by Lendi.
Other marketing and HR use cases
In addition to directly measuring staff usage of AI agents, Hargreaves revealed that agent technology is being increasingly used in internal functional areas such as marketing and human resources.
In these use cases, staff submit electronic forms through Jira Service Management (JSM), and agents retrieve the forms and perform actions.
Mr Hargreaves said parental leave requests are currently being processed by AI agents.
“What we are doing now is that whoever applies will be reviewed.” [a] JSM [form]an agent comes to pick you up, the agent leaves [and] We will look at how long you can actually take leave,” he said.
“This is as opposed to going to someone who crunches large numbers, which can take up to a week.
“I think this will give people peace of mind that they can unlock it on a large scale and get an immediate answer to how long it will actually take.” [off]”
Use a similar process to streamline approval of new marketing content and communications, especially to ensure they meet legal requirements.
“Any marketing content that goes out to the public, whether it’s on Instagram, [post, or] In-store review is required by our legal team,” Mr Hargreaves said.
“The marketing team fills out a JSM form, which goes through a workflow that automatically calls an agent to pick it up and review it against brand guidelines, legal terms, and more.
“If it’s a hard pass, it goes directly back to the user. [and] Publish marketing content faster.
“If it’s rejected, it doesn’t meet the guidelines, so it goes to our legal team. Then our legal team looks at it, but they’re insightful and they know where to look, where to leave feedback, where to change.”
Hargreaves said the agency kept pace with changes occurring in the mortgage and housing market and ensured marketing content was approved in a timely manner.
“We have to be nimble in this industry,” he said.
“[Recently] In Australia, the RBA has raised interest rates. we have to react to it. You have to get communications and content out there about those things. ”
