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The New Middle Office: AI Agents As The Next Operational Layer
Originally published in FA Financial Advisor with Bill Hortz [AI agents are coming to financial firms to revitalize and modernize their middle office operations. For many firms, the middle office has become the single greatest drag on scale — and AI agents directly target this structural constraint. Weighed down by disconnected legacy systems, error-prone manual processes, and large personnel headcounts, middle office operations have long been …
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The New Middle Office: AI Agents As The Next Operational Layer
Originally published in FA Financial Advisor with Bill Hortz [AI agents are coming to financial firms to revitalize and modernize their middle office operations. For many firms, the middle office has become the single greatest drag on scale — and AI agents directly target this structural constraint. Weighed down by disconnected legacy systems, error-prone manual processes, and large personnel headcounts, middle office operations have long been …
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