Agentic AI is the next phase of development in the field of generative AI. It is characterized by the ability of AI systems to operate autonomously, making independent decisions with minimal human intervention. This capability is achieved through training methods that emphasize reinforcement learning and behavioral modeling.

Key features of Agentic AI include:

• Autonomous decision-making
• Goal-oriented behavior
• Self-learning capabilities

This Celent flash report examines the transformative potential of Agentic AI within the wealth management industry. Celent begins with a high-level explanation of what Agentic AI is and why it matters now. We then explores the strategic implications for wealth managers, including how AI agents can enhance client engagement, automate complex workflows, and support advisor productivity. The report features spotlights on key technology providers, illustrating how these companies are integrating AI agents into their platforms to drive value. It also profiles emerging Agentic AI players shaping the space. The report concludes with practical guidance for firms to begin planning and implementing AI agent strategies, bridging the gap between conceptual understanding and actionable steps.

The original report was published under Celent Banking: Shedding Light on Agentic AI in Banking

Table of Contents:

• The Buzz and the Meaning
• Implications for Wealth Management
• AWS Spotlight: AI Agents in Wealth Management
• Agentic AI Players
• Workday and Salesforce Spotlight: Employee Service AI Agents
• Game Planning