Financial advisors spend 70% of their time on scheduling and paperwork instead of talking to clients. An AI agent platform automates those tasks and, according to MIT and Johns Hopkins research, boosts productivity by roughly 50%, freeing advisors to focus on actual client relationships.
What's doing the most time for financial teams today is really managing a lot of their schedules, especially financial service advisors. 70% of their time is doing non-advisory work, and they should be spending that time with their customers. Really, financial services building the Agentic edge is leveraging AI and leveraging agents to do a lot of that non-advisory work, to be that teammate, more than assistant, really in the background, helping them make decisions, leveling their workflow, leveling their scheduling. We really have a platform that's built our Agentic Advisor experience that really pulls together all that information using agent-to-agent conversation, using MCP, and pulling it all together in one single pane. Research done by MIT and Johns Hopkins proved that when working with agents, you're 50% more productive. So agents don't really replace humans, they amplify them. Having that workflow of your calendar, having your day managed for you when you come in and say, here's what you need to do for the day, here's what you need to do for the week, tell optimize your profitability. When you're handing over millions of dollars to somebody, you want to know that they're going to be there for you and not shuffling papers or trying to figure out what to say to you. That's what customers really want. They want somebody that they can trust. Agents bring that to you so you can be there and be confident with your customer.
