, wanted to integrate agentic AI into its product.
The goal was to empower advisors to create more personalized estate plans. At the same time, the company wanted to enhance its own development team's productivity.
Artium and Trust & Will developed an AI-powered assistant that gives advisors guided access to product knowledge and client insights through an intelligent interface. The assistant helps advisors craft optimized, personalized estate plans. The work also introduced agentic engineering practices into the development team.
Adopting agentic engineering practices increased Trust & Will's development team velocity fourfold.
The AI-powered advisor assistant was built and launched over an eight-week collaboration.
Trust & Will publicly launched multiple AI-powered features that elevate the advisor experience and streamline estate workflows, solidifying its market leadership.
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