Building AI-Native Infrastructure: Empowering Wealth Managers with True Self-Service

Wealth management faces fragmented data from custodians, CRMs, PDFs, and APIs—driving manual reconciliation, delays, and lost insights. AI-native infrastructure, built ground-up for agentic AI, changes this.

Deployable with Full Control

Deployable in your Cloud account (overlay or standalone) with full admin access, it enables self-service:

• Ingest Anything: Agentic AI bots extract from portfolios, banks, SFTPs, browsers—no ETL.
• Unified Data: Automated cleaning and single model across operations.
• Safe Customization: Guardrails for coding (role-based access, PII blocks, logs) support compliant workflows.
• Autonomous Scaling: Host data internally, customize bots, cut costs via self-service analytics.

Unlike legacy systems needing constant support, these enable proactive bots that learn and report.

Industry Outlook

By 2035, agentic AI will automate rebalancing and risk, per McKinsey—AI-native firms lead.

What's your top data challenge? Join the conversation!

References

1. Roy Villanueva - Wealth Management on 20th Century Infrastructure
2. WealthAI.tech
3. McKinsey - US Wealth Management in 2035: A Transformative Decade Begins
4. IntellectAI - Augmented, Not Replaced: AI-Native Future of Wealth Management
5. Twig - AI's Future in Customer Self-Service for Fintech
6. Brim Labs - From Smart Algorithms to Autonomous Finance: How Agentic AI Is Redefining Wealth Management