Here at Fi-Tek LLC, a leading provider of technology solutions for the wealth and trust industry, we today announced the production rollout of our artificial intelligence (AI) strategy – a purpose-built initiative designed to enhance operational efficiency, strengthen decision-making, and streamline workflows for banks, wealth management firms, and trust organizations.
As the wealth and trust sector faces growing operational complexity, regulatory demands, and rising client expectations, organizations require intelligent technology that delivers actionable insights while upholding the highest standards of security and governance. Our AI initiative reflects a decisive, strategic investment in emerging technologies that enable firms to operate more efficiently – without compromising the trust and control that define this industry.
Our approach is grounded in a flexible build, buy, and partner framework – building proprietary solutions where competitive advantage is critical, integrating proven technologies where appropriate, and partnering with industry leaders to accelerate delivery of advanced capabilities.
“At Fi-Tek, our focus is on delivering practical, production-ready AI solutions that directly address the operational challenges wealth and trust organizations face every day. Our strategy is centered on building secure, scalable capabilities that enhance productivity while maintaining the strict data protection and governance.”
– Danielle Gogan, Director at Fi-Tek
Shaping the Future of Wealth Technology
As wealth and trust organizations evolve in response to market complexity and rising client expectations, Fi-Tek believes artificial intelligence will play a central role in modernizing operations and elevating service delivery.
“Our goal is to deliver AI capabilities that empower wealth and trust professionals – not replace them. By combining industry expertise with modern AI technologies, we are helping firms operate more efficiently while continuing to deliver the high-touch service their clients rely on.”
– Suvo Chatterjee, VP Product & Technology at Fi-Tek
With its AI solutions in full production and a dedicated team actively incorporating Artificial Intelligence into Fi-Tek’s wealth management ecosystem, Fi-Tek continues to advance its mission of delivering technology innovation that supports the long-term growth and modernization of the global wealth and trust industry.
GWiz: AI Designed for the Wealth and Trust Industry
At the center of Fi-Tek’s AI initiative is the Global Wizard (GWiz), the company’s wealth management agentic AI solution built to extend and enhance the Global Wealth Enterprise Suite (GWES) and related advisory tools. GWiz enables firms to access intelligent insights, automate complex processes, and interact with data through natural language interfaces – all within a secure, enterprise-grade environment.
Fi-Tek’s AI solutions are in full production, with several core use cases now live and actively supporting front, middle, and back office operations, with more to come in coming months:
Work Smarter – An intelligent virtual assistant that empowers users to instantly access institutional knowledge by querying manuals, release notes, job aids, and operational documentation. By delivering relevant answers in real time, organizations can accelerate onboarding, reduce operational friction, and resolve issues faster.
Trust Assist – AI-powered document intelligence for trust administration. Trust Assist enables firms to analyze complex trust documents, account onboarding materials, and legal records through a conversational interface. Users can generate summaries, extract key provisions, produce pre-acceptance briefs, and create structured insights that support trust acceptance, ongoing administration, and client servicing.
Enterprise-Grade Security and Infrastructure
Recognizing the highly sensitive nature of financial and trust data, Fi-Tek’s AI capabilities are hosted entirely within a secure audited and monitored environment. All AI processing occurs within controlled infrastructure designed to protect sensitive client data and maintain rigorous governance standards.
Sensitive information remains fully contained within Fi-Tek’s secure architecture, with support for PII redacting before the data ever hits a Large Language Model (LLM). Access to AI services is enforced through secure authentication and network restrictions – including IP whitelisting – ensuring organizations maintain complete oversight of data access and usage.
This architecture allows firms to harness the power of advanced AI while maintaining full compliance with internal security policies and regulatory requirements.
A Dedicated AI Team Driving Innovation
To support the ongoing development of AI-driven capabilities, Fi-Tek has assembled a dedicated internal AI team comprised of AI engineers and cloud technology specialists. This team works in close collaboration with Fi-Tek’s product managers and business leaders to design solutions that are precisely tailored to the needs of wealth and trust organizations.
Fi-Tek has identified more than 40 AI-driven use cases across the wealth administration lifecycle – reflecting the depth and breadth of opportunity to improve productivity, reduce operational risk, and unlock new value from enterprise data. The company plans to expand the GWiz ecosystem through an agentic integration layer that will allow firms to connect third-party tools within a unified environment, consolidate workflows, and extend AI capabilities across multiple systems.
