ARQA rolls out AI Workflows to streamline wealth management processes
November 6, 2025
ARQA has launched AI Workflows, a module built for enterprise wealth management teams that need speed, consistency, and control across fragmented systems. It connects data silos and operational tools, letting teams trigger multi-step actions through natural-language prompts-without adding another platform to manage.
What AI Workflows does
The module automates repetitive tasks, supports real-time decisions, and standardizes execution across systems like CRMs, custodians, and document repositories. It's modular, so firms can deploy it within current infrastructure or run it as a standalone layer.
As ARQA's co-founder Pete DiLorenzo put it: "We built Workflows as the connective layer-not another silo. It's platform agnostic by design and orchestrates processes end-to-end through simple natural-language prompts."
How it works
- AI agents execute actions: Teams use plain language to initiate multi-step processes across connected applications.
- Human oversight: Managers set parameters, review steps, and approve automations before they go live.
- Scheduling and analytics: Workflows run on demand or on a schedule, with performance dashboards to monitor throughput and make improvements.
- Shortcuts for speed: Frequently used processes can be saved and launched in seconds.
Why this matters for management
Many wealth management tasks are still handled manually, which slows client service and makes scale hard. AI Workflows compresses cycle times and reduces handoffs by turning standard operating procedures into repeatable, auditable flows.
According to ARQA, early enterprise adopters are seeing meaningful gains in operational efficiency. CEO and co-founder Haik Sahakyan said: "Workflows takes AI beyond analysis and into execution. It redefines the role of AI in wealth management-not as an add-on, but as the engine powering smarter, faster operations. The real value of AI lies in execution, where it manages the routine so firms can focus on clients."
Where leaders can apply it first
- Client onboarding and account opening across multiple custodians
- Compliance documentation requests, collection, and filing
- RMD tracking, notifications, and follow-ups
- Household updates synced across CRM and portfolio systems
- Periodic reviews: data pulls, summaries, and task assignment
Governance and control
- Guardrails: Define approvals, thresholds, and exception paths before activation.
- Auditability: Every action taken by an AI agent is logged for review.
- Change management: Start with a contained workflow, measure outputs, then roll out firm-wide.
Manager's quick start checklist
- Identify 3-5 repetitive, rules-based processes with clear inputs and outputs.
- Connect core systems (CRM, custodians, document storage) and map data access.
- Set approval flows and risk thresholds; define who can publish workflows.
- Pilot with a small team, track turnaround time, error rates, and client impact.
- Use analytics to refine steps; templatize what works and scale.
If you're aligning teams around AI execution and want a broader view of finance-focused tools, explore this curated overview: AI tools for finance. For building internal capability, this program can help your operators level up: AI Automation Certification.
For context on core concepts referenced here, see an overview of CRM systems and natural language processing.
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