Artificial Intelligence is no longer a future concept in wealth management. It’s already reshaping how advice is delivered. But what does that mean for the role of the adviser?
This exclusive industry brief, based on insights from a cross-sector roundtable, explores the evolving relationship between AI and financial advisers. It examines how AI is currently being used -from meeting transcription and suitability report generation to onboarding and client sentiment analysis- and where it’s heading next.
The key takeaway? AI is not here to replace advisers, but to elevate them. The future lies in augmented advice, where AI handles the heavy lifting, and advisers remain in control.
Whether you're already experimenting with AI or just starting to explore its potential, this report offers practical use cases, real-world challenges, and a clear-eyed look at what’s next.
Download the full brief to learn how AI can enhance your advice process, without compromising trust, transparency, or human connection.
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