Agentic AI, Built and Presented
Demos & Webinars
Walkthroughs of agentic AI systems I've built and webinars I've run — from wealth management workflows to API-driven automation.
Agentic Automation for Wealth Management
An end-to-end agentic AI workflow for wealth management — demonstrating how autonomous agents can handle client portfolio rebalancing, compliance checks, and advisor notifications. Built to show how AI agents fit into real financial services operations.
Connector Corner Webinar: API-Centric Business Automation
A webinar exploring how API-first architecture connects automation platforms to enterprise systems — covering integration patterns that reduce manual handoffs and accelerate revenue-generating processes.
Streamline Producer Ops with Agentic Automation
A demonstration of agentic automation applied to insurance producer operations — showing how AI agents can streamline onboarding, compliance, and workflow orchestration to reduce manual overhead and accelerate time-to-productivity.