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Scaling wealth management with agentic AI workflows
43:28
YouTubeIBM
Scaling wealth management with agentic AI workflows
Explore the podcast → https://ibm.biz/BdbuSB Can agentic AI solve the scalability challenge in wealth management while expanding access to underserved communities? Ramona Ortega believes it can, but only with the right foundation. She explains how WealthBuild has moved from basic chatbots to RAG and now to agentic workflows that can deliver ...
604 views1 week ago
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