The Agentic Investment Lifecycle: Unifying Data, Research, and Risk
Demo

The Agentic Investment Lifecycle: Unifying Data, Research, and Risk

On Demand

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As we enter the Agentic Era, the traditional silos between research, risk, and trading are vanishing. To maintain a competitive edge, firms must move beyond fragmented data and manual hand-offs. Join us to discover how the Snowflake AI Data Cloud unifies the entire investment lifecycle.

We will demonstrate how a coordinated mesh of specialized AI agents collapses the gap between risk and research, surfacing near real-time insights to drive alpha. Learn how to build a scalable, compliant engine that synthesizes market data, monitors exposure, and empowers investment managers to rebalance portfolios with unprecedented speed.

This demo webinar will cover:
 

  • How to move from passive to proactive investment workflows by transitioning from basic analytics to autonomous AI agents

  • Ways to unify intelligence by connecting research, risk analysis, and compliance on a single data foundation

  • A Snowflake demo on how to orchestrate at scale by managing specialized agents to automate complex investment workflows

Speakers

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Jonathan RegensteinHead of Financial Services AI, Snowflake
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John HeislerIndustry Principal Financial Services, AI Solutions, Snowflake