CJ Follini, Publisher
Welcome back, Noyackers!
Picture this: You log into your financial app in 2027. Instead of static balances and generic advice, you’re greeted by your own financial agent. It’s not just summarizing your transactions — it’s monitoring global markets, reallocating your portfolio overnight, negotiating a better interest rate with your bank, and even suggesting you fund your child’s 529 with surplus cash flow this month.
You didn’t prompt it. You didn’t “ask” it. It’s doing this autonomously, like a trusted advisor who never sleeps.
This edition breaks down what agentic AI means for high earners and wealth builders:
What it is—and why 2025 is the tipping point
The payoff vs. risks: what to embrace and what to watch out for
How to start and where it fits: a 90-day plan to get started today
This isn’t sci-fi. This is Agentic AI — the next generation of artificial intelligence in financial services.
📊 Quick Poll: What resources would help you manage your finances the most?
🎙️ The Noyack Expert Series
Last week we sat down with Driss Temsamani, Head of Digital at Citigroup, to unpack how agentic AI is moving from hype to execution—across enterprises, banking, and your personal finances. We covered real use cases, the safety guardrails, and where tokenization and blockchain fit into the bigger picture.
This Week's Wealth Resources
Agentic AI can supercharge your money—but it comes with real risks. Skim our quick checklist to spot the pitfalls and add the right guardrails before you deploy.
Size up the right tool for the job—Excel, generative AI, or agentic AI—with a quick worksheet that scores ease, cost, collaboration, risk, and scalability. Grab it to sanity-check where AI actually fits in your workflows before you buy or build.
Until next Sunday,
—CJ & The NOYACK Team
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