Watch a video (01:11) to see how AI Teammate helps make everyday work simpler for advisors and their teams. Video transcript available here (PDF).

SAN FRANCISCO – Wells Fargo today announced the launch of AI Teammate, a new artificial intelligence (AI)–powered capability embedded within Advisor Gateway that helps streamline how financial advisors, client associates, and support teams access information and complete everyday work.

AI Teammate marks a milestone in Wells Fargo’s broader effort to apply AI in practical, high-impact ways for the benefit of advisors. By connecting advisors to the information, tools, and workflows they use every day, AI Teammate helps reduce friction, accelerate decision-making, and enable more time for client engagement.

Over time, capabilities will expand to help advisors uncover new opportunities, prepare for client conversations with personalized insights, and focus on the actions that can strengthen client relationships and support practice growth. AI Teammate will be available to financial advisors across all Wealth & Investment Management (WIM) advisor channels, including independent advisors who are part of Wells Fargo Advisors Financial Network, “FiNet.”

“We are making significant investments in AI and technology to empower advisors, grow client relationships, and gain market share,” said Sol Gindi, head of the WIM Client Relationship Group and Wells Fargo Advisors. “AI Teammate builds on the foundation of Advisor Gateway and represents an important step in our broader vision for AI. We have a pipeline of additional AI tools in development that are all geared to helping our people focus on clients, deepen relationships, and deliver everything Wells Fargo has to offer more effectively.”

Bringing information, tools, and workflows together

AI Teammate introduces a chat-based experience embedded within the firm’s central technology platform, Advisor Gateway. It enables users to ask questions in plain language, retrieve answers quickly, and take action.

In its initial phase, AI Teammate helps teams search and summarize information from WFA’s core resource center to:

• Find answers faster with plain-language search
• Quickly summarize product, process, and workflow information
• Move work forward with guided workflows and clear next steps
• Spend less time navigating multiple pages by bringing relevant information together in one place

This approach reflects a broader industry shift toward simplifying the advisor experience by applying AI to remove friction from high-frequency tasks and improve day-to-day productivity.

“By embedding AI into natural workflow entry points, we can help our teams work more efficiently and make better use of the insights available to them,” said Andre Mansour, head of WIM AI.

“AI Teammate advances the progress we’ve made in delivering a more seamless and intuitive advisor experience,” said Eve Varner, head of the WIM Chief Product Office. “It’s about making the tools advisors use every day more connected, more useful, and ultimately more effective in helping them serve clients.”

About Wealth & Investment Management

Wealth & Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company and is one of the largest wealth managers in the U.S., with $2.4 trillion in client assets. WIM provides personalized wealth management, brokerage, wealth planning, lending, private banking, trust, and fiduciary products and services to affluent, high-net worth, and ultra-high-net worth clients. WIM operates through advisors in Wells Fargo Advisors, independent brokerage offices, and digitally through Intuitive Investor® and WellsTrade®. Private Wealth is an exclusive and personalized service and product offering for qualifying clients of Wealth & Investment Management (WIM).

Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Bank, N.A., is a bank affiliate of Wells Fargo & Company.

Investment products services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. WellsTrade® and Intuitive Investor® accounts are offered through Wells Fargo Clearing Services LLC.

About Wells Fargo Advisors

Wells Fargo Advisors provides advice and guidance to help clients maximize all aspects of their financial lives. Our vast network of financial advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is a part of Wealth & Investment Management (WIM), one of the largest wealth managers in the U.S. WIM offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Investment Products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.

www.wellsfargoadvisors.com

About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.3 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 38 on Fortune’s 2025 rankings of America’s largest corporations. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories.

Additional information may be found at www.wellsfargo.com

LinkedIn: https://www.linkedin.com/company/wellsfargo

Contact Information

Media

Jenny Stevens
Jennifer.Stevens@wellsfargo.com

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