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AI in Wealth Management

How AI Can Help Wealth Managers Meet Client Expectations for Hyper-Personalization

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About This Report
Evolving client expectations for more personalized services threaten wealth managers’ ability to retain existing clients and snap up new ones. But incumbents can face these changes head on by tapping AI to hyper-personalize offerings across the customers journey.
Table of Contents

Executive Summary

Evolving client expectations for more personalized services are threatening wealth managers’ ability to retain existing clients and snap up new ones. But incumbents can face these changes head on by tapping AI to hyper-personalize their offerings across the customer journey.

3 KEY QUESTIONS THIS REPORT WILL ANSWER

  • What is the current state of implementation, deployment, and overall maturity of AI in the US and Canadian wealth management industry?
  • What trends and challenges are pressuring wealth managers to ramp up their technology investments?
  • How can wealth managers use AI-enabled strategies across the front office to attract and retain clients?

WHAT’S IN THIS REPORT? A dive into the challenges facing wealth managers and how AI can help incumbents overcome them; an outline of what wealth managers must put in place to enable successful AI implementations; and the key AI front-office use cases that will boost acquisition and retention.

KEY STAT: 37% of global wealth management clients indicate a preference for hybrid advisory engagement, giving wealth managers an opportunity to automate basic tasks, freeing up advisors for more complex client interactions.

Here’s what’s in the full report

1file

Exportable files for easy reading, analysis and sharing.

5charts

Reliable data in simple displays for presentations and quick decision making.

2expert perspectives

Insights from industry and company leaders.

    Table of Contents

    1. Executive Summary
    2. Key Points
    3. Introduction
    4. Definitions and Scope
    1. Threats to Wealth Managers’ Ability to Attract and Retain Clients
    2. The Building Blocks of Successful AI Implementation
    3. AI Use Cases to Personalize the Client Lifecycle
    4. Insider Intelligence Interviews
    1. Read Next
    2. Sources
    3. Media Gallery

    Interviewed for This Report

    Barry Hurewitz
    UBS
    Group Managing Director, Global Head of Smart Technologies & Advanced Analytics, Global Wealth Management
    Interviewed November 18, 2021
    Warren Pennington
    Vanguard
    Head of Investment Management FinTech Strategies
    Interviewed November 12, 2021

    authors

    Michael Tattersall

    Contributors

    Eleni Digalaki
    Principal Analyst
    Maria Elm
    Senior Analyst
    Daniel Ramirez
    Researcher, Financial Services
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