Legacy operations in asset and wealth management slow teams down, introduce risk, and frustrate clients. At BNY AI Demo Day during NY Tech Week, we gave stakeholders and product leaders a close look at how AI agents can replace fragmented workflows with real-time, intelligent automation built for scale and control.

McKinsey estimates generative AI could create $200–$340 billion in annual value across banking, and Gartner predicts 80 percent of service teams will deploy it by 2025. But the gains won’t come from chatbots. They’ll come from infrastructure that learns from every interaction, drives outcomes across systems, and operates with the same governance as core banking platforms (Maven already meets SOC 2 and ISO 27001 standards, with full audit trails). 

Check out the highlights from our demo and Q&A session below!

Demo Highlights

During our 10-minute demo, we unleashed Agent Maven to tackle everyday fintech headaches for customer service and sales verticals.

1. Customer Service: Proactive Trade-Settlement Monitoring

A portfolio manager logs in. Agent Maven detects a late-settlement anomaly before it even becomes a ticket and notifies the manager. It quickly builds a timeline of expected vs. actual activity, lists impacted trades and clients, and drafts a pre-formatted email with metrics and next-step guidance. One click, and it's sent.

Key Takeaway: This is a prime example of how Maven delivers autonomous resolution with human control. Maven gathers and analyzes the data and automatically creates an email draft, but waits for the manager to review and click “send” on the final client communication. 

2. Sales: Digital Concierge to Convert Prospects into Leads 

A COO-level visitor lands on the site and asks, “Do you handle fund administration?” Maven replies with a relevant, concise answer, probes for deeper needs, captures contact details, and creates a CRM opportunity enriched with all the context a BNY human agent will need to move forward. The prospect is now a qualified lead within BNY’s system; no extra follow-ups needed.

Key Takeaway: Maven’s platform enables a single agent to orchestrate across chat, CRM, and BNY’s internal systems, maintaining context across all channels to deliver a unified, seamless prospect and agent experience.

System of Record for Agent Intelligence

Every customer-facing moment is captured and analyzed from Maven’s Agent Designer - a real-time dashboard for resolution rates, sentiment trends, and knowledge quality. Customers like Papaya Pay and ClickUp use it to detect blind spots early and maintain autonomous resolution above 90%.

Audience Q&A: What the Room Wanted to Know

Which large-language model powers Maven?
We’re model-agnostic. Our orchestration layer supports any LLM, but we collaborate closely with OpenAI for early access and tuning.

How fast can we go live?
Most customers are fully live in under four weeks; many are productive within two. One Maven client stood up a production workflow in just seven days.

How do you prevent hallucinations?
Enterprise search sits at the core: the LLM only crafts the response based on the data given to it. If Maven isn’t 99% confident in its answer, it asks a clarifying question or hands off the conversation to a human agent.

What business verticals does Maven support?
Many clients start with Maven in customer support, the most demanding part of the customer journey. But Maven’s modular platform architecture forms a single “brain” that unifies every touchpoint, from sales and ops to onboarding. That’s why Rho, Check, and others are already extending Maven beyond support into sales enablement and pipeline acceleration.

Looking Ahead

Maven’s showing at BNY AI Demo Day proves that agentic infrastructure - grounded in governance, powered by real-time data, and deployable in weeks - can finally bring true AI leverage to asset and wealth management. The winners won’t be the firms that bolt chatbots onto legacy stacks; they’ll be the ones that let intelligent agents orchestrate the work from end to end, freeing people to focus on higher-value relationships and growth.

Ready to see what that looks like inside your own workflows? Schedule a personalized demo and let us map Maven to your biggest bottlenecks.