25 AI Agents for Wealth Managers and Private Banks. Agentic process automation ideas for wealth management and private banking firms. AI agents are intelligent systems designed to process complex financial data, identify patterns, and autonomously or collaboratively execute tasks to achieve specific goals. These agents are revolutionizing client services, investment strategies, and operational efficiency in the wealth management and private banking sectors. By leveraging advanced technologies such as machine learning, predictive analytics, and natural language…