Sep 3, 2026 · 31 min · 16 segments
The post Ep. 361: Will the Real AI Agents Please Stand Up? appeared first on https://wealthtechtoday.comand was…
Jean SullivanGuestWell, that's a great segue into the next bit, which is why are we launching an AI agents directory? We actually already launched it.
So if you're in front of your computer, you can go to azuregroup.com and click on the resources menu.
It's important for buyers to understand, advisors, wealth management firms to understand exactly what they're buying.
What are the capabilities? What is the breadth of execution, et cetera? So as I said at the beginning of this, a lot of firms, a lot of vendors call any kind of AI tool an agent.
We think that like 75% of all tech vendors actually claim they're launching an AI agent.
And our job is to go through that directory and really help people understand what the potential offering is.
The other thing that the directory does is it separates production from prototype.
It really looks at what offerings within our directory are actually live versus being promised.
It's always been really important for wealth managers to understand what the actual capabilities are.
And we'll be using another set of, I guess, criteria to evaluate these offerings, and that will be governance.
We will be looking at which of these offerings employ what types of governance frameworks, including fiduciary oversight, etc.,
Well, that's a great segue into the next bit, which is why are we launching an AI agents directory? We actually already launched it.
So if you're in front of your computer, you can go to azuregroup.com and click on the resources menu.
It's important for buyers to understand, advisors, wealth management firms to understand exactly what they're buying.
What are the capabilities? What is the breadth of execution, et cetera? So as I said at the beginning of this, a lot of firms, a lot of vendors call any kind of AI tool an agent.
We think that like 75% of all tech vendors actually claim they're launching an AI agent.
And our job is to go through that directory and really help people understand what the potential offering is.
The other thing that the directory does is it separates production from prototype.
It really looks at what offerings within our directory are actually live versus being promised.
It's always been really important for wealth managers to understand what the actual capabilities are.
And we'll be using another set of, I guess, criteria to evaluate these offerings, and that will be governance.
We will be looking at which of these offerings employ what types of governance frameworks, including fiduciary oversight, etc.,
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