In a significant milestone for AI adoption in wealth management, Artificial Intelligence Risk, Inc. and Fynancial, Inc. have captured the financial advisory industry's attention with their joint venture "Fyn," which was awarded "Best in Show" at Wealth Management EDGE 2025 in Boca Raton, Florida on June 18.
Fyn represents a new generation of AI tools specifically designed for financial advisors. Unlike conventional AI systems that simply respond to prompts, this agentic AI assistant can independently perceive, reason, act, and learn without constant human guidance. The system simplifies day-to-day advisor workflows by intelligently combining firm data, client activity, and platform integrations into one command center.
Advisors can use natural language to ask Fyn to summarize meetings, surface client-specific opportunities, draft messages, identify high-priority tasks, and send communications. "We built Fyn to eliminate the toggling, searching, and task lists that slow advisors down," explained Tom Fields, CEO at Fynancial. "This is not just AI for the sake of AI. Fyn is deeply connected to the advisor's tech stack and workflows, making it context-aware, compliant, and action-oriented."
What distinguishes Fyn in the rapidly evolving AI landscape is its emphasis on governance, risk, compliance, and cybersecurity (GRCC). Artificial Intelligence Risk, a firm specializing in AI GRCC, partnered with Fynancial to build the AI agents and implement a robust safety framework that includes permission-based access, hallucination filtering, agent testing, and role-based control over sensitive data. This approach addresses growing concerns about agentic AI in financial services, where autonomous systems must operate within strict regulatory requirements.
The award comes at a pivotal time for the financial services industry. According to recent research, agentic AI projects are expected to rise by 48% by the end of 2025, with financial services among the sectors leading adoption. However, studies also indicate that 78% of organizations don't always trust agentic AI, and 69% of AI projects fail to make it into operational business use.
Fyn's recognition at Wealth Management EDGE 2025, one of the industry's premier events that brought together over 2,000 wealth management professionals, signals growing acceptance of agentic AI solutions that prioritize security and compliance alongside innovation. As financial advisors increasingly look to technology to enhance productivity and client service, Fyn's approach to combining advanced AI capabilities with robust governance frameworks may provide a blueprint for responsible AI adoption in regulated industries.