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.

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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

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