---
title: "Scaling Agentic Wealth Management with AI-DLC"
slug: "scaling-agentic-wealth-management-with-ai-dlc"
canonical_url: "https://ai-weeks.ch/events/scaling-agentic-wealth-management-with-ai-dlc"
start_date: "2026-09-04T14:00:00.000Z"
end_date: "2026-09-04T15:00:00.000Z"
attendance_mode: "online"
language: "en"
price_type: "free"
price: "Free"
location: "Online"
organizer: "Patrick Rotzetter"
organizer_url: "https://www.linkedin.com/in/rotzetter/"
event_url: "https://luma.com/ucbvjc1m"
tags: []
status: "published"
description: "What does it take to turn a single AI assistant into a _fleet_ of specialist agents that analyze portfolios, score risk, detect market sentiment, and rebalance holdings — all while scaling cleanly to thousands of users? In this session, we go under the hood of **SmartLake**, an…"
---
# Scaling Agentic Wealth Management with AI\-DLC
What does it take to turn a single AI assistant into a _fleet_ of specialist agents that analyze portfolios, score risk, detect market sentiment, and rebalance holdings — all while scaling cleanly to thousands of users? In this session, we go under the hood of **SmartLake**, an open-source agentic wealth management platform built on AWS AgentCore, and show how the **AI-Driven Development Lifecycle (AI-DLC)** turned an ambitious idea into a production-grade, multi-layer architecture. If you're building with agents, this is the blueprint.
**Who should attend:** Architects, engineering leaders, and builders working with LLM agents, AWS Bedrock/AgentCore, or fintech platforms.
_Presented by Patrick Rotzetter_
## Details
- **Start:** 2026\-09\-04T14:00:00\.000Z
- **End:** 2026\-09\-04T15:00:00\.000Z
- **Location:** Online
- **Attendance:** online
- **Language:** en
- **Price:** Free
- **Audience:** product managers, developers, business leaders
- **Organizer:** [Patrick Rotzetter]()
- **Event page:**
- **Contact:** Patrick Rotzetter
Canonical: