444. Agentic Automation in Wealth and Investment Technology

In this episode, Brad Hairston talks with Yu Zhang, Sr. Director of Engineering from the Wealth and Investment Technology business unit of SS&C, who explains how his team is significantly changing the underlying data foundation for numerous applications as well as setting the course for agentic automation throughout the portfolio..What we discussed with Yu:* The evolution of SS&C’s Genesis solution from basic portfolio tool to complete investment platform* How to effectively integrate domain experts from different business units in defining product vision* Leveraging AI to mitigate data synchronization challenges* AI agents that can answer questions across different applications* The potential for further agentic automation in areas such as portfolio management* The pre-requisites for AI agents to safely coordinate across the investment or trade lifecycle* A possible future where people talk to software instead of clicking buttons* Balancing competition and cooperation across different SS&C teams.Visit us on our socials:🦾 Get started with SS&C Blue Prism: https://okt.to/JcMLdU🧑‍💻LinkedIn: https://okt.to/k8zIdp✖️Twitter: https://okt.to/fHyd9G🙋‍♀️Facebook: https://okt.to/Vyjfiz📸Instagram: https://okt.to/5nYvIf💭Blog: https://okt.to/QuGqVP🤩Case studies: https://okt.to/ft1AMX.To ensure that you never miss an episode of Transform NOW, be sure to subscribe!