Global wealth management leader scales agentic AI to 120,000 employees

Overview

A leading global financial services company embarked on a multi-year AI transformation journey to reimagine how its workforce accesses information and completes tasks. What began over two years ago as basic FAQ automation has evolved into a fully branded, enterprise-grade AI work application serving tens of thousands of employees across wealth management, advisory, and corporate functions.

The organization partnered with Kore.ai to progressively expand from simple automation to sophisticated agentic AI capabilities. Built on Kore.ai's AI for Work solution, the AI assistant now powers prompt agents, agentic workflows, meeting intelligence, and autonomous advisor agents, all within the company's own design system and governance constraints. Today, over 120k employees access AI agents to automate mundane workflows, delivering measurable improvements in productivity and employee satisfaction.

The challenge

The company's workforce had the expertise and data needed to serve clients exceptionally well, but lacked an AI assistant tailored to their unique constraints. This left wealth advisors and other employees spending valuable time on tasks that AI could accelerate.

Key pain points included:

• Time-intensive manual work – Advisors and employees spent hours reviewing meeting notes, synthesizing research and market data, and manually preparing client recommendations.
• Standard tools failed to meet employee AI requirements – tools like Zoom, Microsoft Teams, and generic AI assistants produced only surface-level summaries, unsuitable for client-facing work, and still required manual effort to gather actionable insights.
• Need for enterprise customization – The solution had to fit the company's design system and integrate with existing infrastructure, without forcing adoption of a vendor's interface or requiring system overhauls.

The solution

The firm partnered with Kore.ai to deploy AI for Work as a custom-branded internal AI application. The agentic AI solution delivered deep integration with existing systems, unifying fragmented information sources and providing access to specialized AI agents.

The deployment followed a phased approach, progressively building capability across key business functions:

Phase 1: Content Creation and Communication

The customer created AI agents to automate routine tasks—Email Wizard and Marketing Muse for client communications and marketing materials, Summarizer for research digests, and Debrief for meeting transcription and summaries.

Phase 2: Client Management and Meeting Intelligence

Meeting Prep consolidates information from email, CRM, and portfolio systems, reducing preparation time from 2-3 hours to 15 minutes. Estate Planning Document Analyzer summarizes complex legal documents, and Asset Verification Letters generate standardized client correspondence.

Phase 3: Compliance and Governance

CRC Pre-Review evaluates communications against regulatory requirements, reducing review time from days to minutes. All agents include built-in compliance checks before presenting information to advisors.

Phase 4: Portfolio Management and Investment Intelligence

Sophisticated agentic workflows handle complex financial tasks: Financial Advisor Super Agent manages portfolios and delivers market insights, ESG Due Diligence evaluates companies against sustainability criteria, Investment Advisor provides retirement planning strategies, and Deep Research performs comprehensive analysis across domains.

Phase 5: Employee Productivity

The Goal-Setting Assistant guides employees in creating performance management goals, ensuring clear success roadmaps.

Leveraging Kore.ai's low-code-to-pro-code builder, the company built these specialized autonomous AI agents and workflows in-house, demonstrating the platform's flexibility and ease of use for both business users and developers.

Key Platform Capabilities

All agents operate within a unified framework that ensures:

• Natural language interaction – Advisors ask questions naturally, and AI agents intelligently route requests, retrieve relevant information, or execute tasks
• Built-in compliance – All retrieved information passes through compliance checks before being presented to advisors
• Deep integration – Connects to wealth management platforms, internal databases, conferencing tools, and knowledge repositories without requiring infrastructure overhaul.
• Continuous learning – Accuracy improves over time based on advisor usage patterns and feedback

This approach enabled the organization to modernize advisor workflows while maintaining the governance and security standards required in the financial services industry.

Business impact

The deployment of AI for Work delivered measurable business outcomes across the organization.

• 90,000+ hours in efficiency savings – Reduced time spent on administrative and repetitive tasks such as meeting preparation, document analysis, and compliance reviews
• Over $5M in annual efficiency savings with AI-driven automation, eliminated manual processes, and accelerated workflows across 120,000 employees.
• Improved response and resolution rates, with  advisors answering client and internal stakeholder questions in real time
• 2,600+ agents built by employees leveraging the low-code-to-pro-code builder, employees across departments, and personal workspaces created their own specialized agents to automate day-to-day tasks

By unifying fragmented systems and embedding compliance into every interaction, the organization improved operational efficiency while enhancing both the advisor and client experience.

The Kore.ai advantage

The success of this multi-year transformation was rooted in key capabilities of Kore.ai's platform: enterprise-grade security and compliance built into every interaction, a flexible, no-code-to-pro-code builder that empowered employees to create 2,600+ specialized agents. Seamless integration with existing infrastructure preserved the company's design system and user experience standards.

This deployment demonstrates how Kore.ai's AI for Work and Agent platform enables financial services organizations to modernize employee productivity at scale while maintaining the security, compliance, and customization requirements essential to the industry. More importantly, it shows how the right platform can transform employees from AI consumers to AI creators, unlocking innovation across the entire organization.