Unlike predictive or generative AI, agentic AI can manage and execute end-to-end processes with little to no human interaction, said David Breakstone, managing director at Salesforce. The conversational technology is able to break down large projects into smaller tasks within established guardrails, he said. “Agents can do the jobs that we don’t want to do, and they could deliver instantaneous execution,” he said. Advisors can define which tools the agentic AI should use for problem-solving, said Erik Allison, managing partner of Wealth Vision. This is a step beyond simple workflows, he said. In addition, workflows are usually based around what advisors are currently doing that they want to do quicker, said Geoff Moore, chief information officer of Valmark Financial Group. One area where advisors might see immediate gains is in the life cycle of a prospect to a client in the meeting, said Allison. Once a prospect’s contact information hits the advisor’s CRM, the agentic AI could perform intelligence research by searching public domains such as Google and LinkedIn. Then, an agenda could be automatically prepared before the initial meeting. And after the meeting, a follow-up email could be prepared and sent automatically with bullet points. Due diligence on alternative investments is already being significantly shaved down through the use of agentic AI, said Rob Pettman, president of TIFIN. Advisors have a responsibility to ensure that what comes out of the other end of these tools is accurate, said Allison. This could look less like prompt engineering and more like context engineering, said Moore. One example of what the future could look like is the concept of “vibe coding,” in which natural language prompts are used in the coding process. “We’re putting this technology in the hands of people that have never dealt with some of this stuff,” he said. Even with humans looking over the outputs, agentic AI could serve as an extra review that wasn’t possible before, said Moore. “You’ll be able to cover more cases than you could before, because now it’s with AI and not just a human,” he said. Looking down the road, Moore said he foresees an integrated agentic AI workstation that will serve as a centralized tool that advisors can speak to normally. “They don’t have to be programmers; they can just talk to it,” he said. Pettman said he thought a single-advisor office with no support staff would be a possibility in the future.