The report includes an overview and glossary of the fast evolving \/ emerging topic.\u00a0 <\/p>\n
Further information on how to access the full report is available via this link<\/a> <\/p>\n
Celent has released the wealth management edition of its report entitled Agentic architecture and legacy modernisation.
Agentic AI has moved out of the demo and into procurement. Autonomous, goal-directed systems that plan and execute multi-step work across enterprise data and APIs now ship as production platforms from every major hyperscaler, and adviser-facing pilots are already running inside most large wealth managers. <\/p>\n
For digital-native challengers, adopting them is straightforward. For established institutions, it is not. Decades of core banking ledgers, custodial systems, portfolio platforms, and compliance pipelines cannot simply be torn out \u2014 and the controls built on top of them are what allow a firm to operate under MiFID II, DORA, the SEC, and the FCA. The real question is not how to build a greenfield agentic platform. It is how to place autonomous reasoning on top of a highly governed estate without weakening the controls that keep the firm compliant. <\/p>\n
This report maps that problem and the architecture emerging to solve it: how an agent fits alongside the systems a wealth manager already runs, which platforms are competing to host it, and what a regulated institution should design toward while the market is still unsettled. <\/p>\n
The report includes an overview and glossary of the fast evolving \/ emerging topic.\u00a0 <\/p>\n Further information on how to access the full report is available via this link<\/a> <\/p>\n<\/a> <\/p>\n