444. Agentic Automation in Wealth and Investment Technology
DEC 26, 202527 MIN
444. Agentic Automation in Wealth and Investment Technology
DEC 26, 202527 MIN
Description
<p>In this episode, Brad Hairston talks with Yu Zhang, Sr. Director of Engineering from the Wealth and Investment Technology business unit of SS&C, who explains how his team is significantly changing the underlying data foundation for numerous applications as well as setting the course for agentic automation throughout the portfolio.</p><p>.</p><p>What we discussed with Yu:</p><p>* The evolution of SS&C’s Genesis solution from basic portfolio tool to complete investment platform</p><p>* How to effectively integrate domain experts from different business units in defining product vision</p><p>* Leveraging AI to mitigate data synchronization challenges</p><p>* AI agents that can answer questions across different applications</p><p>* The potential for further agentic automation in areas such as portfolio management</p><p>* The pre-requisites for AI agents to safely coordinate across the investment or trade lifecycle</p><p>* A possible future where people talk to software instead of clicking buttons</p><p>* Balancing competition and cooperation across different SS&C teams</p><p>.</p><p>Visit us on our socials:</p><p>🦾 Get started with SS&C Blue Prism: https://okt.to/JcMLdU</p><p>🧑💻LinkedIn: https://okt.to/k8zIdp</p><p>✖️Twitter: https://okt.to/fHyd9G</p><p>🙋♀️Facebook: https://okt.to/Vyjfiz</p><p>📸Instagram: https://okt.to/5nYvIf</p><p>💭Blog: https://okt.to/QuGqVP</p><p>🤩Case studies: https://okt.to/ft1AMX</p><p>.</p><p>To ensure that you never miss an episode of Transform NOW, be sure to subscribe!</p>