Agentic AI moves advisory firms beyond the chatbot, executives say – InvestmentNews

Financial advisory firms are increasingly adopting agentic AI systems that go beyond basic chatbot functionality to automate complex advisory tasks and workflows. According to executives quoted in the report, these more sophisticated AI agents can independently handle client interactions, research, and decision-making processes that previously required human intervention. The shift represents a significant evolution in how financial services firms are leveraging artificial intelligence to enhance operational efficiency and client service delivery.

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