Sakana AI, Daiwa Securities Enter Wealth Management AI Phase

Sakana AI and Daiwa Securities have officially transitioned into the full-scale development phase for an artificial intelligence system designed to support wealth management operations. This move follows a successful technical verification period initiated after a partnership agreement signed in September 2025. The project aims to enhance Daiwa Securities' consulting services by leveraging advanced AI agent technology for market information gathering and analysis.

The collaboration, detailed in an announcement from Sakana AI, merges the cutting-edge AI capabilities of Sakana AI with the deep-seated financial industry knowledge of Daiwa Securities. The initial technical verification focused on the critical area of market information collection and analysis. During this phase, Sakana AI's proprietary AI agent technologies, including its 'AI Scientist' and 'AB-MCTS' frameworks, were evaluated for their applicability in client-facing consulting roles.

Evaluating AI Agent Technology in Finance

The project involved building an AI agent system to assist in the end-to-end process of information acquisition and analysis, using Daiwa Securities' actual business operations as a test case. The goal was to assess the system's potential for improving both the efficiency and sophistication of these tasks. Sakana AI's technology proved effective across various stages of the information gathering and analysis workflow.

Crucially, the technical verification confirmed that the underlying technology possesses the necessary quality and processing power for the upcoming production development phase. The team also confirmed the feasibility of implementing mechanisms for continuous AI quality improvement, driven by ongoing feedback from end-users. This iterative approach is vital for financial advisory tools, where accuracy and adaptability are paramount.

Future Outlook: Elevating Wealth Management

As client needs in asset formation and management become increasingly diverse, securities firms face mounting pressure to deliver highly personalized and insightful consulting. The market information analysis and adaptive AI mechanisms developed through this partnership are expected to become core technologies for meeting these demands. The next step involves applying Sakana AI's technology directly to the wealth management domain.

The production development phase will focus on transforming the validated technologies into AI products that directly support client advisory services. This will drive the advancement of Daiwa Securities' wealth management operations and facilitate its gradual rollout within the company. Sakana AI anticipates its AI solutions will free up client-facing staff to focus on higher-value activities, thereby improving consulting quality and fostering the sustainable growth of Daiwa's wealth management business.

Sakana AI is actively seeking talent to contribute to Japan's AI future. Interested individuals can review the company's career opportunities.