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Ria operations
Dispatches on ria operations for AI agents in financial services.
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Dispatches on this topic
- Playbook's plays rewrite themselves: state the change-control rule before you run one
Playbook launched on 13 August with roughly 40 firms and about $660B in client assets behind it, and one sentence in the release that matters more than the rest: the platform "continuously evaluates past performance and automatically improves processes over time," deployed organization-wide. Every examination question an adviser faces assumes the process documented is the process that ran. Here is the rule to state before you deploy a workflow that edits itself.