Franklin Templeton, which manages about $1.66 trillion in property, is betting that agentic programs can improve productiveness and perception whereas sustaining rigorous oversight, a steadiness the broader business remains to be struggling to attain.
The agency’s collaboration with Wand AI has been constructing quietly over the previous yr with preliminary pilots inside funding groups. However 2026 is focused for wide-scale integration throughout the agency, cementing Franklin Templeton’s perception that AI might be a differentiator not simply in the way it invests, however in the way it operates.
“At Wand AI, our mission is daring and clear: to raise AI from experimental know-how to a completely built-in, adaptive workforce that drives enterprise-wide transformation and delivers vital enterprise influence,” says CEO Rotem Alaluf.
Just lately, Jasmina Hazuria, government director of wealth & asset administration at Capco, the tech consultancy that focuses on driving transformation in monetary companies, spoke with WP about how agentic AI will remodel the business, amongst a variety of subjects.
“For advisors, AI is proving efficient in areas like lead era, CRM integration to reinforce advertising and marketing or monitor consumer exercise and life occasions, and portfolio administration platforms that may shortly analyze information,” she stated. “A totally reimagined journey requires much less human intervention,” she says, explaining that as a substitute of manually filling types, AI may seize information conversationally throughout digital channels, routinely generate paperwork, and ship ready summaries to advisors.”
