Wells Fargo Newsroom - Wells Fargo introduces AI Teammate, bringing AI-powered support to the advisor experience

Official source · Wells Fargo · announcement · retrieved 2026-11-13 · open the original

Summary

Official Wells Fargo newsroom release dated 07/15/2026: launch of AI Teammate, a chat-based capability embedded in Advisor Gateway. Initial phase: search and summarize information from WFA’s core resource center, plus guided workflows. Available across all WIM advisor channels, including FiNet. About section company-reported: $2.4 trillion in client assets.

Short quotes

AI Teammate introduces a chat-based experience embedded within the firm’s central technology platform, Advisor Gateway.

In its initial phase, AI Teammate helps teams search and summarize information from WFA’s core resource center

AI Teammate will be available to financial advisors across all Wealth & Investment Management (WIM) advisor channels, including independent advisors who are part of Wells Fargo Advisors Financial Network, “FiNet.”

with $2.4 trillion in client assets

Notes

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