Pick a case study
American Century’s first AI tool
American Century Investments launched its first AI tool with Athena: a rollover decision guide built so compliance could say yes.
Advice for the mass affluent
A retirement-planning RIA now advises 300,000 participants under its own brand, with every answer reviewable by compliance.
Example: modernizing a brokerage platform
An illustrative example: a brokerage platform gives users their whole financial picture and opens accounts in a chat.
What they share
Every day
The routine work runs on its own
Everyday questions, paperwork, and outreach run on Athena, consistent with the firm’s rules.
Their team
People on the exceptions
Advisors and support spend their time where a person makes the difference.
Their brand
The firm on everything
Clients see the firm’s name on the app, the chat, and every message.
That is how a firm takes on more clients without a matching rise in headcount. See how it works for an independent firm in Athena for RIAs, and how the answers stay grounded on Athena AI.