Get great AI research without the hallucinations

Picture this: you ask an AI to write a deep research report on the geopolitical landscape and how it’s impacting the economy. It delivers 3,000 polished words in 45 seconds. Impressive — until you notice the GDP figures don’t match any real dataset, the “leading economist” it cited hasn’t published in a decade, and one of the sources it referenced simply doesn’t exist.

Instead of saving you time, you’ve now got 3,000 words to fact-check for potentially embarrassing errors.

Here’s the thing — the problem isn’t that AI can’t do research. The problem is that most AI tools rely on stale training data and statistical pattern-matching when what you actually need is primary sources, verified data, and a traceable chain of evidence. For financial advisors, portfolio managers, and wealth management professionals, vague isn’t good enough.

Adi Agrawal, WRITER’s wealth and asset management lead, built something better. He created a WRITER Agent playbook that connects directly to the Federal Reserve’s FRED database, the OECD, the World Bank, and the SEC’s EDGAR database — not training data frozen in time, but live, authoritative sources pulled specifically for the topic at hand, every single time you run it.

The playbook doesn’t stop at data retrieval. It uses finely tuned Skills to clean and normalize the raw numbers — because data isn’t useful until it’s been standardized. Then the agent synthesizes everything and produces a report with a fully referenced bibliography that makes it easy to quickly check the ground truth.

The kicker? Adi built this himself. No software developer. No engineering tickets. Just a business user who understood the problem, collaborated with WRITER Agent to iterate on the instructions, and landed on a tool that replaces days of manual research — on any economic topic, any time.

Clients deploying similar agents have been reclaiming entire workdays previously lost to document-hunting, data-wrangling, and source-verification marathons. That time flows back into what AI genuinely can’t replace — face-to-face client relationships. For a wealth manager, portfolio manager, or financial advisor, that’s not a marginal efficiency gain. It’s a structural shift in how the work gets done and where the value actually comes from.

Watch the full demo to see exactly how Adi built this playbook, which connectors he used, and how the agent works through every research step in real time.