Overview
Navigating the Agentic AI Revolution in Wealth Management
In this episode of the AWM Insights Series, Erin Pearson, VP of Marketing at Evalueserve, is joined by Ajay Naher, VP of AWM, to unpack the paradigm shift brought on by Agentic AI. As AI systems evolve from passive analytics to autonomous agents, the implications for asset and wealth management are profound and urgent.
What You Will Hear
- From Assistive to Autonomous: Understand what sets Agentic AI apart from traditional AI, and how its ability to act independently is reshaping operational workflows and client engagement.
- Operational Intelligence: Explore how agentic systems are driving smarter compliance, adaptive trade execution, and proactive risk management.
- Hyper-Personalized Client Experiences: Learn how AI agents can tailor financial advice in real time, streamline onboarding, and synthesize competitive intelligence.
- Trust and Governance in the Age of Autonomy: Dive into the ethical and regulatory challenges of scaling Agentic AI, from explainability to data privacy.
- The Road Ahead: Discover how multi-agent systems and human-AI collaboration will define the next era of wealth management, and what firms can do today to prepare.
Why Listen?
Agentic AI is more than a buzzword, but it’s a strategic imperative. Whether you’re a digital strategy leader, a portfolio manager, or simply curious about the future of finance, this episode offers actionable insights to help you navigate the evolving AI landscape with clarity and confidence.
Get a deeper dive by exploring the full Annual Outlook Report below.
Whitepaper
Global Asset & Wealth Management Trends and Opportunities in 2025
