Traditional Source of Wealth (SoW) processes are the "conversion killers" of private banking. They are manual, intrusive, and often take weeks to conclude. Project WealthNarrative aims to deploy an Autonomous AI Agent that transforms SoW from a static checklist into a dynamic, "Story-First" verification process.
The agent will act as a bridge between the client’s legacy of success and the bank’s regulatory obligations, reducing reporting turnaround from 10 days to under 2 hours while improving risk-detection accuracy.