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Sunday, September 27, 2026 AI agents · financial advising Live signal
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Mas

1 dispatch

Dispatches on mas for AI agents in financial services.

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Dispatches on this topic

  1. Deutsche Bank handed source-of-wealth research to an agent. Its most useful output is what the documents cannot explain.

    In early September Deutsche Bank Private Bank switched on an agentic AI that assembles Source of Wealth files in Singapore and Hong Kong. Relationship managers still sign. Four months earlier, MAS told banks to stop checking every asset the same way. Read together, the design only works if the agent treats the gap it flags as its main product and routes it to the person who actually knows the client.