Bringing smarter, accessible wealth management through agentic AI

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AI in Action

IBM

39 episodes

1 week ago

AI in Action explores what it takes to put artificial intelligence into action across a rapidly evolving business and tech landscape. Each episode focuses on responsible AI implementation and real-world business challenges, examined through a practical use case lens.

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Management

Technology,

Business

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Bringing smarter, accessible wealth management through agentic AI

AI in Action

43 minutes

1 month ago

Bringing smarter, accessible wealth management through agentic AI

Can agentic AI solve the scalability challenge in wealth management while expanding access to underserved communities?

Ramona Ortega believes it can, but only with the right foundation. She explains how WealthBuild has moved from basic chatbots to RAG and now to agentic workflows that can deliver accurate and personalized guidance at scale. In her opinion, the real blockers aren’t algorithms but messy data, governance gaps and enterprise-grade security.

Since traditional financial services can’t reach many everyday consumers, she partners with community banks to close the gap. For her, the future lies where AI, APIs and blockchain meet, opening the door to accessible and democratized financial advice.

Explore the podcast → https://ibm.biz/BdbuaR