What is AI stewardship?
And why does tailor-fitted AI matter?
AI stewardship is the practice of actively managing how AI is designed, deployed, and evolved inside your firm. Instead of buying static tools, Impruve partners with RIAs to build AI systems that reflect how your firm actually operates and adapt as technology, data, and client expectations change.
What we do
Impruve acts as an AI Steward for wealth management firms. We combine strategic AI consulting with hands-on engineering to help RIAs move beyond one-off tools and toward durable, firm-specific AI systems.
Rather than replacing your people or processes, we design AI to wrap around your workflows, data, and client philosophy, turning everyday conversations, meetings, and information into a compounding operational advantage.
Why this matters
GenAI is still in its infancy. AI will keep evolving. Elite RIAs must evolve with it.
Most AI initiatives fail not because the technology is weak, but because the systems around it are brittle. As AI capabilities accelerate, firms that rely on fixed tools or static implementations risk falling behind competitors who treat AI as a living system.
AI stewardship ensures your strategy keeps pace, your data stays trustworthy, and your firm compounds its advantage instead of restarting every time the technology shifts.
…Instead of relying on vendors to come to them with a full blown solution, they were going to the partners and vendors and saying: we would like to do this, this is what we know about our systems, here’s what we need from you, here’s our criteria, what can you do for us?”
Charlene Li
NYT Bestselling Author & Digital Strategist
How we do it
AI stewardship requires both judgment and execution. Impruve blends strategy, engineering, and iteration to help RIAs design systems that work today and improve tomorrow.
Agentic workflows
Agentic workflows allow AI systems to operate across tools, data sources, and processes with clear goals and human oversight. Instead of isolated automations, these workflows coordinate tasks like note-taking, CRM updates, client communications, and internal reporting as part of a unified system.
At Impruve, agentic workflows are always tailor-fitted. We design them around your firm’s data, governance standards, and operating rhythm so they feel native, reliable, and scalable.
Our process
STEP 01
We draw your “Systems Mind Map”
We map how information, decisions, and workflows currently move through your firm to identify where AI can create leverage and where guardrails are required.
STEP 02
We ideate your “AI wish-list”
Together, we identify high-impact use cases across client experience, operations, and growth, prioritizing speed-to-value without sacrificing durability.
STEP 03
We design and build the system
We architect the data foundations, workflows, and agents required to bring your AI vision to life, integrating securely with your existing stack.
STEP 04
We steward and evolve
AI is never finished. We continuously refine, evaluate, and expand your system as your firm and the technology evolve.