Revolutionizing Asset Management: Franklin Templeton and Wand AI Introduce Agentic AI

In the asset management sector, the adoption of generative and agentic AI is on the rise as companies aim to streamline operations, enhance decision-making processes, and discover new sources of alpha. The latest collaboration between Franklin Templeton and Wand AI signifies a shift towards more autonomous and data-driven investment strategies.

Franklin Resources, operating as Franklin Templeton, has strategically partnered with enterprise AI platform, Wand AI, to implement agentic AI across its global platform. Through Wand’s Autonomous Workforce and Agent Management technologies, Franklin Templeton has successfully integrated agentic AI at scale, speeding up data-informed decision-making within its investment processes.

The partnership has evolved from initial small-scale pilot programs to fully operational AI systems, strengthening the bond between the two organizations. While the initial focus was on utilizing AI in high-value applications within Franklin Templeton’s investment teams, both companies now have plans to deploy intelligent agents across various departments.

Looking ahead, Franklin intends to expand the use of Wand AI’s intelligent agent in 2026 to drive digital transformation within the organization and bolster investment research capabilities.

Ensuring responsible management of AI systems with strict oversight, compliance, and risk control is a key priority for Franklin Templeton to maintain trust and transparency. Vasundhara Chetluru, Head of AI Platform at Franklin Templeton, emphasized the importance of governance in showcasing the secure, scalable, and measurable value that AI can deliver.

CEO of Wand AI, Rotem Alaluf, shared the company’s vision for AI, aiming to elevate AI from experimental technology to a fully integrated, adaptive workforce that drives enterprise-wide transformation and delivers significant business impact. Alaluf highlighted the potential of AI agents to collaborate seamlessly with human teams in complex and regulated environments to achieve transformative results when properly governed and deployed as a unified agentic workforce.

AI Revolutionizing Asset Management

Across the industry, companies are embracing AI at a larger scale. Goldman Sachs has made significant strides in implementing AI, with CEO David Solomon recognizing the technology as a key driver of economic growth and describing the opportunity presented by AI as “enormous.”

According to a Goldman Sachs report titled “AI: In a Bubble?”, the company estimates that generative AI could generate US $20 trillion of economic value in the long run, potentially leading to a 15% increase in US labor productivity if widely adopted.

In June 2025, Goldman Sachs expanded its AI utilization by introducing a generative AI assistant within the firm, aligning with other major banks leveraging AI for operational efficiencies.

The AI assistant at Goldman Sachs assists in tasks such as drafting content, conducting data analysis, and summarizing complex documents, ultimately enhancing team productivity and allowing employees to focus on strategic initiatives.

This shift towards broader AI deployment in major institutions marks a departure from isolated AI initiatives, aiming to boost productivity and operational support.

While acknowledging the vast opportunities presented by AI, David Solomon cautioned that there will be winners and losers in the AI landscape. Solomon emphasized the need for diligence in AI investments to ensure optimal returns.

Solomon also highlighted how technology has reshaped the composition of the Goldman Sachs workforce over the past twenty-five years, with a significant increase in the number of engineers employed by the bank. Rather than displacing roles, Solomon believes that economies and workforces adapt to technological advancements, offering more capacity for investment in business growth.

Goldman Sachs and Franklin Templeton are part of a broader trend in the financial sector towards accelerated AI adoption. Solomon emphasized the industry-wide focus on re-imagining and automating processes to drive operational efficiency and productivity.

(Image source: “Trading Floor at the New York Stock Exchange during the Zendesk IPO” by Scott Beale is licensed under CC BY-NC-ND 2.0)

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