In Episode 20 of Zero Basis Points, Haik Sahakyan and George Guidotti return after a longer-than-planned break to unpack where agentic workflows are heading in wealth management.

They discuss why the next stage of AI is about building systems that can understand intent, coordinate agents, and execute real operational work. The episode also explores why firms need to rethink workflows instead of simply using AI to recreate the same manual processes faster.