π‘ Can one analyst, supported by AI agents, really match the output of an entire team?
The idea sparked lively debate at BCG Expandβs annual Asset & Wealth Management Technology & Operations Roundtable in New York, hosted by Jason B. Orloff, where leaders explored how AI and technology spend are reshaping the industry.
π° Rising tech costs mean every new investment faces sharper scrutiny. Firms are seeking smarter ways to manage spend while scaling innovation.
π€ AI adoption has moved beyond pilots β the focus now is proving ROI. Many are tracking efficiency and time savings, but tying AI directly to business outcomes remains at an early stage.
π₯ Agentic AI prompted the boldest discussion: could one human, supported by multiple AI agents, achieve the output of an entire team? Some see this as the next evolution of productivity; others emphasised the need to strengthen GenAI foundations first.
One thing was clear: AI is redefining workforce models, but its impact and pace will depend on how organizations embed, scale, and govern it.
π¬ How do you see Agentic AI changing the shape of teams in financial services? To continue the conversation, or for more information, contact Jason B. Orloff.