Practice 01 — Agentic Workforce

The agentic workforce, governed.

The Source AI's Wand practice helps enterprise leadership deploy autonomous AI agents as a managed workforce — with the governance, business case, and oversight that make it survivable in a regulated environment.

Franklin TempletonMulti-year strategic partnership, publicly announced, across a global asset-management platform.
Any agent. One system.Governance, identity, audit, and orchestration for agents from any vendor — one control plane.
SaaS · VPC · On-premIdentical capabilities across all three deployment models, built for regulated environments.
Independent practice — operated under its own agreement. The Source AI’s other practice is engaged separately.
The mandate

From AI tools to an AI workforce

Wand is the operating system for the hybrid workforce: autonomous agents with roles, KPIs, governance, and an audit trail — managed alongside humans on one control plane, whatever vendor each agent came from. The Source AI advises enterprise leadership on whether, where, and how to deploy it.

Use-case selection & business casing

Which workflows justify agents first, what each is worth, and the defensible case your CFO signs before anything is built.

Governance before autonomy

Policy, approval gates, and audit design so the first agent runs inside guardrails your risk team has already blessed.

Deployment oversight

Owner’s-side representation through Wand’s deployment — scope, security review, milestones, acceptance — held to the original case.

Scale cadence

A measured expansion from first workflow to full functions, with value reported against the baseline every quarter.

Where agentic labor pays first

Built for regulated, high-volume operations

The strongest early economics show up where work is rules-heavy, volume is high, and governance is non-negotiable.

FSI

Banking & payments operations

Reconciliation, exception management, KYC/AML operations, dispute workflows.

FSI

Asset & wealth management

Research support, portfolio reporting, compliance monitoring, client operations — the segment with the category’s public proof.

INS

Insurance

Claims triage, policy administration, underwriting support, regulatory reporting.

CRE

Real estate & capital markets

Brokerage operations, research and valuation workflows, deal support.

RET

Retail & consumer operations

Supply-chain exceptions, invoice processing, IT service operations at national scale.

HC

Healthcare operations

Non-clinical: onboarding, credentialing, staffing, IT support — inside strict PHI boundaries.

Why Wand

What sets the platform apart

One control plane, any vendor

Agents from Gemini, Copilot, custom builds, or Wand-native — governed in a single layer for identity, policy, audit, and orchestration.

Public proof in asset management

A multi-year strategic partnership with Franklin Templeton, publicly announced, deploying agentic AI across its global platform.

Deploys where regulators live

SaaS, customer VPC, or fully on-premises — identical capabilities, with patented architecture underneath.

Start here

Bring us the operation. We'll bring the read.

Ninety minutes with your leadership team, under mutual NDA, at no cost. You leave with a candid read and a ranked opportunity map — whether or not you engage further.

Or email directly: michaelgurtman@thesourceai.com