Agentic AI: A Short Tutorial for Asset and Wealth Managers

Agentic AI is rapidly emerging as a transformative technology with the potential to revolutionize various industries. This tutorial provides a comprehensive overview of agentic AI, covering its definition, applications, benefits, risks, and ethical considerations.

AI chatbots use generative AI to provide responses based on a single interaction. A person makes a query and the chatbot uses natural language processing to reply. The next frontier of artificial intelligence is agentic AI, which uses sophisticated reasoning and iterative planning to autonomously solve complex, multi-step problems. Agentic AI systems ingest vast amounts of data from multiple sources to independently analyze challenges, develop strategies and execute tasks like creating territory plans, content for campaigns as well as campaigns themselves, creating lists of advisors, and other tedious and time-consuming tasks….

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