The capability enhances Advisor Gateway by streamlining information retrieval and everyday adviser workflows.
California-based diversified financial services firm Wells Fargo & Company (Wells Fargo) has introduced AI Teammate, an artificial intelligence (AI)-powered capability embedded within Advisor Gateway, the firm’s central technology platform for wealth and investment professionals. The move follows the firm’s earlier modernisation of the adviser desktop AI Teammate introduces a chat-based experience that allows advisers to ask questions in plain language, retrieve information q