Episode 20
The Impossible Episode
June 11, 2026
1h 2m
Episode 20 of Zero Basis Points explores where agentic workflows are heading in wealth management — from AI that simply assists to systems that understand intent, coordinate agents, and execute real operational work. The discussion looks at why firms need to rethink workflows instead of using AI to recreate the same manual processes faster.
Summary
In Episode 20 of Zero Basis Points, Haik Sahakyan and George Guidotti return after a longer-than-planned break to unpack where agentic workflows are heading in wealth management.
They discuss why the next stage of AI is about building systems that can understand intent, coordinate agents, and execute real operational work. The episode also explores why firms need to rethink workflows instead of simply using AI to recreate the same manual processes faster.
Key Topics Covered
- Why agentic workflows are becoming the next stage of AI in wealth management
- How agent-to-agent protocols change the way systems work together
- Why orchestration matters when multiple agents need to execute one workflow
- How AI can understand intent and recruit the right agents for the task
- Why firms need to rethink workflows instead of recreating manual steps
- Where UI still matters in an AI-driven operating model
- How agentic workflows can reduce NIGO and improve onboarding
- Why the future belongs to systems that execute across apps, data, and workflows
Timecode
00:00 The impossible episode finally happens
01:51 George’s fitness update
04:30 Discipline, energy, and staying consistent
07:56 Strength, health, and building muscle
15:20 New York, the Four Seasons, and everything in between
18:12 Where AI is heading in wealth management
20:11 Why A2A and A2UI matter for agentic workflows
21:09 How orchestration changes the way agents work
27:09 Moving from AI hype to real execution
29:34 Why firms need to rethink workflows for AI agents
37:07 Where UI still matters in agentic systems
45:45 How automation gives advisors time back
55:22 Why reporting needs to become more dynamic
58:06 Why execution is the real test of AI
1:00:44 Wrapping up with what comes next for Zero Basis Points
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights we couldn’t say on air.
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2026 Zero Basis Points. All rights reserved.
Episode 20
The Impossible Episode
June 11, 2026
1h 2m
Episode 20 of Zero Basis Points explores where agentic workflows are heading in wealth management — from AI that simply assists to systems that understand intent, coordinate agents, and execute real operational work. The discussion looks at why firms need to rethink workflows instead of using AI to recreate the same manual processes faster.
Summary
In Episode 20 of Zero Basis Points, Haik Sahakyan and George Guidotti return after a longer-than-planned break to unpack where agentic workflows are heading in wealth management.
They discuss why the next stage of AI is about building systems that can understand intent, coordinate agents, and execute real operational work. The episode also explores why firms need to rethink workflows instead of simply using AI to recreate the same manual processes faster.
Key Topics Covered
- Why agentic workflows are becoming the next stage of AI in wealth management
- How agent-to-agent protocols change the way systems work together
- Why orchestration matters when multiple agents need to execute one workflow
- How AI can understand intent and recruit the right agents for the task
- Why firms need to rethink workflows instead of recreating manual steps
- Where UI still matters in an AI-driven operating model
- How agentic workflows can reduce NIGO and improve onboarding
- Why the future belongs to systems that execute across apps, data, and workflows
Timecode
00:00 The impossible episode finally happens
01:51 George’s fitness update
04:30 Discipline, energy, and staying consistent
07:56 Strength, health, and building muscle
15:20 New York, the Four Seasons, and everything in between
18:12 Where AI is heading in wealth management
20:11 Why A2A and A2UI matter for agentic workflows
21:09 How orchestration changes the way agents work
27:09 Moving from AI hype to real execution
29:34 Why firms need to rethink workflows for AI agents
37:07 Where UI still matters in agentic systems
45:45 How automation gives advisors time back
55:22 Why reporting needs to become more dynamic
58:06 Why execution is the real test of AI
1:00:44 Wrapping up with what comes next for Zero Basis Points
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights
we couldn’t say on air.
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2026 Zero Basis Points. All rights reserved.
Episode 20
The Impossible Episode
June 11, 2026
1h 2m
Episode 20 of Zero Basis Points explores where agentic workflows are heading in wealth management — from AI that simply assists to systems that understand intent, coordinate agents, and execute real operational work. The discussion looks at why firms need to rethink workflows instead of using AI to recreate the same manual processes faster.
Summary
In Episode 20 of Zero Basis Points, Haik Sahakyan and George Guidotti return after a longer-than-planned break to unpack where agentic workflows are heading in wealth management.
They discuss why the next stage of AI is about building systems that can understand intent, coordinate agents, and execute real operational work. The episode also explores why firms need to rethink workflows instead of simply using AI to recreate the same manual processes faster.
Key Topics Covered
- Why agentic workflows are becoming the next stage of AI in wealth management
- How agent-to-agent protocols change the way systems work together
- Why orchestration matters when multiple agents need to execute one workflow
- How AI can understand intent and recruit the right agents for the task
- Why firms need to rethink workflows instead of recreating manual steps
- Where UI still matters in an AI-driven operating model
- How agentic workflows can reduce NIGO and improve onboarding
- Why the future belongs to systems that execute across apps, data, and workflows
Timecode
00:00 The impossible episode finally happens
01:51 George’s fitness update
04:30 Discipline, energy, and staying consistent
07:56 Strength, health, and building muscle
15:20 New York, the Four Seasons, and everything in between
18:12 Where AI is heading in wealth management
20:11 Why A2A and A2UI matter for agentic workflows
21:09 How orchestration changes the way agents work
27:09 Moving from AI hype to real execution
29:34 Why firms need to rethink workflows for AI agents
37:07 Where UI still matters in agentic systems
45:45 How automation gives advisors time back
55:22 Why reporting needs to become more dynamic
58:06 Why execution is the real test of AI
1:00:44 Wrapping up with what comes next for Zero Basis Points
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights
we couldn’t say on air.
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2026 Zero Basis Points. All rights reserved.
Episode 20
The Impossible Episode
June 11, 2026
1h 2m
Episode 20 of Zero Basis Points explores where agentic workflows are heading in wealth management — from AI that simply assists to systems that understand intent, coordinate agents, and execute real operational work. The discussion looks at why firms need to rethink workflows instead of using AI to recreate the same manual processes faster.
Summary
In Episode 20 of Zero Basis Points, Haik Sahakyan and George Guidotti return after a longer-than-planned break to unpack where agentic workflows are heading in wealth management.
They discuss why the next stage of AI is about building systems that can understand intent, coordinate agents, and execute real operational work. The episode also explores why firms need to rethink workflows instead of simply using AI to recreate the same manual processes faster.
Key Topics Covered
- Why agentic workflows are becoming the next stage of AI in wealth management
- How agent-to-agent protocols change the way systems work together
- Why orchestration matters when multiple agents need to execute one workflow
- How AI can understand intent and recruit the right agents for the task
- Why firms need to rethink workflows instead of recreating manual steps
- Where UI still matters in an AI-driven operating model
- How agentic workflows can reduce NIGO and improve onboarding
- Why the future belongs to systems that execute across apps, data, and workflows
Timecode
00:00 The impossible episode finally happens
01:51 George’s fitness update
04:30 Discipline, energy, and staying consistent
07:56 Strength, health, and building muscle
15:20 New York, the Four Seasons, and everything in between
18:12 Where AI is heading in wealth management
20:11 Why A2A and A2UI matter for agentic workflows
21:09 How orchestration changes the way agents work
27:09 Moving from AI hype to real execution
29:34 Why firms need to rethink workflows for AI agents
37:07 Where UI still matters in agentic systems
45:45 How automation gives advisors time back
55:22 Why reporting needs to become more dynamic
58:06 Why execution is the real test of AI
1:00:44 Wrapping up with what comes next for Zero Basis Points
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights
we couldn’t say on air.
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2026 Zero Basis Points. All rights reserved.