ARQA Revolutionizes Wealth Management with AI-Driven Workflows for Seamless Operations

The Future of Wealth Management: ARQA Launches AI Workflows

ARQA, a leader in AI-native financial technology, has unveiled its groundbreaking AI Workflows module aimed at transforming the wealth management landscape. This new addition not only enhances operational efficiency but also automates intricate processes within financial firms, allowing them to serve their customers faster and more effectively.

As the financial industry continues to evolve, many firms wrestle with the complexities of wealth management that are often marred by outdated manual processes. Despite the internet age and an influx of technology, many operations remain fragmented, leading to significant bottlenecks and inefficiencies. ARQA's AI Workflows address these issues head-on. By integrating intelligent AI agents capable of interpreting natural-language instructions, ARQA enables professionals to automate multi-step tasks and improve overall productivity.

Haik Sahakyan, Co-founder and CEO of ARQA, emphasized the module's capability to revolutionize traditional wealth management. “Workflows takes AI beyond analysis and into execution,” he stated, highlighting the potential of AI to manage routine tasks. This allows firms to focus on what truly matters: nurturing client relationships and delivering top-tier service.

ARQA Workflows has been adeptly designed as a connective layer, bridging various data silos and streamlining processes. Financial professionals now have the ability to interact with data conversationally, making previously cumbersome tasks possible in mere seconds. Its architecture is modular, which means that financial institutions can either seamlessly integrate it into their current systems or opt for full-stack adoption.

Pete DiLorenzo, Co-founder at ARQA, noted, “We built Workflows as the connective layer—not another silo.” This ensures that firms experience an end-to-end orchestration of processes through simple and intuitive natural-language commands, making it easier for financial advisors to manage client accounts and documents with unprecedented speed.

Every Workflow operates as an intelligent agent, capable of executing a variety of tasks across different platforms, including custodians and CRM tools. Additionally, with human oversight embedded in the process, teams have the opportunity to configure, review, and approve operations before they are automated, fostering a sense of trust in the AI's capabilities and decisions.

The effectiveness of ARQA's AI Workflows is already evident. A leading U.S. broker-dealer utilized the platform to process thousands of account openings in minutes, a task that previously consumed weeks of manual effort. This significant enhancement led to a 15-fold increase in speed and a remarkable 95% improvement in operational efficiency.

ARQA’s innovative strides have not gone unnoticed in the industry. Following the launch of Workflows, the company has received accolades, including the Disruptors category award at the 2025 Wealth Management Industry Awards. This recognition highlights ARQA's commitment not only to improving existing processes but also to advancing AI-driven operations within the wealth management sector.

In conclusion, ARQA is not merely introducing a new tool; it is redefining the standards of wealth management through the integration of AI technology. By empowering financial advisors and firms to operate at greater intelligence, speed, and efficiency, ARQA is setting the stage for a new era in financial services. Those interested in exploring AI Workflows can find further information at ARQA’s website.

About ARQA

ARQA is pioneering AI-native solutions in wealth management, transforming the way financial advisors and institutions analyze portfolios and deliver services. By focusing on AI-driven insights, ARQA simplifies client communication and automates reporting to enhance efficiency across the board. The platform's design supports the needs of both individual advisors and larger enterprises, integrating smoothly with existing technology stacks to promote seamless operations. Trusted by numerous esteemed financial professionals, ARQA is committed to reimagining the wealth management landscape for the future.