VP, Asset Management Solutions
WRITER
Adi Agrawal serves as Vice President of Asset Management Solutions at Writer, where he leads the product strategy for AI solutions designed for asset managers, wealth managers, and institutional investors. In this role, he drives the transformation of how financial services firms leverage generative AI to deliver measurable business impact.
At Writer, Agrawal focuses on bringing enterprise-grade AI capabilities to the asset management industry, with particular emphasis on investment research, portfolio management, client reporting, compliance, and distribution workflows. He partners with leading firms to navigate AI adoption while ensuring security, compliance, and ROI.
Before joining Writer, Agrawal built his career as a global multi-asset portfolio manager and strategic leader, including experience at Wellington Management. His approach combines macro, fundamental, and quantitative research methodologies, informed by his PhD and CFA credentials.
Agrawal's vision centers on how generative AI can revolutionize asset management operations. He believes intelligent automation can fundamentally transform how firms serve clients, from streamlining research workflows to enhancing investment decision-making and ensuring regulatory compliance. Based in the Greater Boston area, he continues to be an active voice in discussions about the intersection of AI and financial services. His passion lies in helping asset managers move beyond theoretical discussions about AI to achieve concrete, measurable results that impact their bottom line and enhance their competitive positioning.
In his current role, Agrawal is instrumental in shaping Writer's mission of bringing generative AI to the enterprise, with a particular focus on an industry where precision, security, and trust are paramount. He actively engages with clients to understand their unique challenges and works collaboratively with Writer's product and engineering teams to develop solutions that address real-world needs. His approach emphasizes practical implementation over hype, focusing on use cases that deliver tangible value while maintaining the highest standards of data security and regulatory compliance.
Small business clients are running harder just to stand still. With inflation now the biggest drag on loan demand, relationship managers spend only about 30% of their week in actual client meetings — the rest goes to prep, admin, and chasing documents. This session looks at where we are in the business cycle, how AI adoption is faring in small business banking, and where the real opportunities lie. We will explore how AI embedded directly in the tools bankers already use can shift that time balance — and then tackle the harder question: what to do with the capacity it frees up, and how to build the business case in dollars, not hours, so you can give your bankers their week back and spend it where it matters most: with clients.