.png)
How a new class of AI is reshaping advice, compliance, and client experience – and what your firm needs to know
Imagine having a digital partner that doesn’t just analyse data or respond to prompts but can actually plan, reason, and act on your behalf. This isn’t science fiction; it’s the next generation of artificial intelligence in financial services.
Welcome to the era of AI agents.
Unlike traditional tools, AI agents combine large language models (LLMs) with reasoning frameworks, planning capabilities, and autonomous execution. They break down complex challenges, apply structured logic, and act independently to achieve outcomes. No need for micromanagement or detailed instructions.
This shift has big implications for the financial sector.
From streamlining compliance to enhancing customer service, AI agents can now support processes that were once the sole domain of human expertise. They enable high-level objectives to be met with minimal manual input, delivering faster, more intelligent client outcomes.
But progress must come with guardrails. These systems need to operate responsibly, within ethical and regulatory frameworks, particularly in high-trust environments like wealth management and financial advice.
🔍 Want to go deeper?
Download our new white paper:
📥 Agents and Reasoning in the World of Finance
It explores:
- What separates agents from models and workflows
- Use cases across compliance, client support, and advice
- Practical insights on adoption, governance, and risk
- How firms are already using AI agents in the UK
At Multiply, we’re already helping financial firms unlock the full potential of agentic AI. Our platform automates routine reviews, compliance workflows, and report generation — freeing up advisers to focus on strategic client conversations, not admin.
👉 Book a demo to see how Multiply brings AI agents into your advice process.
