AI in Action Bringing smarter, accessible wealth management through agentic AI
11 snips
Dec 2, 2025 Ramona Ortega, Founder and CEO of WealthBuild AI, aims to democratize personalized financial advice using AI. She discusses the evolution of AI in wealth management and how transitioning from chatbots to agentic workflows can enhance scalability. Ramona highlights partnerships with community banks to bridge gaps in access to financial services for underserved populations. She also addresses the challenges of messy data and emphasizes the importance of governance in implementing AI solutions.
AI Snips
Chapters
Transcript
Episode notes
Agents Versus Agentic Workflows
- Ramona differentiates agents (simple tasks) from agentic workflows (many coordinated steps) and predicts growing complexity.
- Agentic workflows orchestrate multiple data sources and approvals to automate end-to-end processes.
Audit And Clean Client Data First
- Audit a client's data stack before deploying agentic workflows and plan for cleaning and structuring diverse data sources.
- Expect PDF, lake, and CRM inconsistencies and allocate work to integrate and normalize data first.
Multi-Tenant Complexity Is Underestimated
- Multi-tenant infrastructure, security, and segmentation make enterprise AI more complex than single-user tools.
- Building the plumbing for many clients, credentials, and isolated knowledge bases is a substantial engineering effort.