Unlocking this potential requires a strategic shift. Wealth management firms must rigorously assess organizational readiness, sequence deployments to mitigate risk, and implement human-in-the-loop (HITL) oversight to ensure coherent, accurate, and compliant agentic execution.
This Datos Insights report, the first in a two-part series on agentic AI in wealth management, focuses on achieving systematic orchestration across fragmented technology ecosystems—a challenge that extends far beyond vendor selection or point-solution integration. It is based on Datos Insights’ Q2 2025 Survey of Wealth Management Executives, industry implementation case studies from major financial institutions, and comprehensive analysis of AI vendor partnerships and platform economics.
Clients of Datos Insights’ Wealth Management service can download this report.
This report mentions Addepar, Black Diamond, BlackRock, Calendly, Canva, ChatGPT, Claude, ComplySci, Einstein, eMoney, Envestnet, Global Relay, Holistiplan, IBM watsonx, JPMorgan, Jump AI, LangChain, LPL Financial, Microsoft (Outlook), Nitrogen, OneDigitalTrust, OpenAI, Orion, Pulse360, RightCapital, Riskalyze, Salesforce, Schwab, Smarsh, TIFIN, Vanilla, Wealthbox, Zapier, and Zoom.
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