---
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: "Wealth management isn't one problem — it's dozens of specialist judgments happening at once: diversification, risk scoring, rebalancing, fundamentals, news sentiment, deep research. Cramming all of that into a single monolithic prompt doesn't scale. So what if each judgment had…"
---
# Scaling Agentic Wealth Management with AI\-DLC

Wealth management isn't one problem — it's dozens of specialist judgments happening at once: diversification, risk scoring, rebalancing, fundamentals, news sentiment, deep research. Cramming all of that into a single monolithic prompt doesn't scale. So what if each judgment had its own expert agent, and something intelligent orchestrated them on demand?

​That's **SmartLake**: a fleet of **independently deployable specialist agents** running on **AWS AgentCore**, coordinated by a supervisor pattern, sharing a common plane of Bedrock models, per-user isolated memory, and an asynchronous SQS backbone. This talk walks through the full **five-layer architecture** — from client channels down to the data-and-platform layer — and unpacks the six dimensions that let it scale without friction: horizontal growth, concurrency, multi-tenancy, cost efficiency, resilience, and reuse.

​But the real story is _how_ it was built. Using the **AI-DLC methodology** (Inception → Construction → Operations), every capability was designed, generated, and deployed as a governed unit — with human approval gates at each stage and AI carrying accumulated context forward. The result: adding a new capability means adding an agent, not rewriting a monolith.
​
**You'll leave understanding:**
- ​Why composition beats monoliths for scaling agentic systems
- ​How to isolate memory per user safely as tenants multiply
- ​How AI-DLC keeps AI-generated code governed, reviewable, and production-ready
- ​A concrete, reusable pattern for shipping agent fleets on AWS
​
**Who should attend:** Architects, engineering leaders, and builders working with LLM agents, AWS Bedrock/AgentCore, or fintech platforms.

## 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](<https://www.linkedin.com/in/rotzetter/>)
- **Event page:** <https://luma.com/ucbvjc1m>
- **Contact:** Patrick Rotzetter <mailto:protzetter@pm.me>

Canonical: <https://ai-weeks.ch/events/scaling-agentic-wealth-management-with-ai-dlc>