The buy-side
agentic AI playbook
Download the practical playbook for deploying agentic Operations across post-trade, built for asset and wealth management firms.
Your guide to AI adoption in post-trade Operations
91% of asset managers have adopted AI, or plan to. Just 7% of them are pushing the boundaries at scale.
This playbook is your guide to meeting the challenges of shrinking settlement windows and rising volumes in post-trade. Reconciliation, exception management, and settlement remain vital control functions, protecting your firm from the consequences of bad data. Only AI can bring the speed and flexibility needed to keep pace with the industry, but confidence and trust in the technology are holding firms back
This guide is full of the latest research from Alpha FMC on the state of AI adoption in asset and wealth management, showing how your peers plan to leverage agentic AI, and what’s stopping them.
Download it now to discover the top questions Operations leaders are asking, the current state of adoption and five practical steps you can take to begin your journey towards agentic Operations.
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Download your playbook to:
- Make the case for agentic AI in post-trade, backed by Alpha FMC’s 2025 Global Operations Survey, and grow the % of firms who qualify as leading innovators
- Get clear answers to the AI questions raised by Operations, risk, and compliance
- Turn ambition into action with a practical roadmap for your first agentic mission