In this interview, Jason Pereira, senior partner and financial planner at Woodgate Financial, notes a shift from early “table stakes” artificial intelligence tools like notetakers and basic report generation toward agentic AI: configurable teams of virtual specialists that can take tasks through to execution, not just provide information. 

He shares his experience in building an internal system of many agents (named after X-Men) to coordinate work across content, development and client servic—all starting as pilots before rolling out in a Google Cloud environment. 

Beyond the exciting addition of AI agents in wealth management workflows, Pereira discusses the impact of technology on RIAs. 

Find out more about Wealth Management EDGE 🔗 https://informaconnect.com/edge/