Wells Fargo has launched a new AI-powered assistant called AI Teammate, embedded directly into Advisor Gateway, the firm’s central technology platform for financial advisors and support teams across its Wealth & Investment Management division. The chat-based tool lets users ask questions in plain language, pull answers quickly and act on them without switching between multiple systems. It’s designed to cut friction from routine tasks and free up time for client work.
How AI Teammate Works
In its first phase, the tool focuses on helping teams search and summarize material from WFA’s core resource center.
That includes locating answers through plain-language search, condensing product, process and workflow information, guiding users through workflows with clear next steps, and consolidating scattered resources into a single access point. The rollout will extend to financial advisors across all WIM advisor channels, including independent advisors operating under Wells Fargo Advisors Financial Network, known as FiNet.
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Building on a Broader AI Push
Sol Gindi, head of the WIM Client Relationship Group and Wells Fargo Advisors, framed the launch as part of a wider AI strategy at the firm.
“We are making significant investments in AI and technology to empower advisors, grow client relationships, and gain market share,” Gindi said. “AI Teammate builds on the foundation of Advisor Gateway and represents an important step in our broader vision for AI. We have a pipeline of additional AI tools in development that are all geared to helping our people focus on clients, deepen relationships, and deliver everything Wells Fargo has to offer more effectively.”
Andre Mansour, head of WIM AI, said the goal is to place AI at points advisors already touch during their working day rather than as a separate destination. “By embedding AI into natural workflow entry points, we can help our teams work more efficiently and make better use of the insights available to them,” Mansour said.
Eve Varner, head of the WIM Chief Product Office, said the launch builds on prior work to simplify how advisors interact with the firm’s systems. “AI Teammate advances the progress we’ve made in delivering a more seamless and intuitive advisor experience,” Varner said. “It’s about making the tools advisors use every day more connected, more useful, and ultimately more effective in helping them serve clients.”
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Planned Upgrades and Advisor Feedback
Wells Fargo said future versions of the tool will go further, helping advisors spot new opportunities, prepare for client meetings using personalized insights, and prioritize actions that build relationships and grow their practices.
The launch fits a pattern playing out elsewhere in wealth management, where firms are applying AI to cut down time spent on preparation and research rather than replacing advisor judgment.
It is rolling out across all WIM advisor channels as a search-and-summary assistant embedded in the daily platform advisors already use.
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