AI for Financial Advisors
AI for Financial Advisors
What do investors think about generative AI in financial advisors’ workflow?
Today’s financial advisors face an ever-increasing demand to scale their businesses—yet maintain a personal touch with clients. Generative AI holds the promise of reshaping advisory practices, but its reception varies among investors.
In our latest research, we explore investors’ reactions to gen AI and how advisors can navigate using AI to enhance efficiency while strengthening relationships with clients.
Read the full report to discover gen AI’s potential impact on the industry and strategies that can help advisors adapt to this shift.
What's Inside:
What's Inside:
- An in-depth analysis of how investors view the use of gen AI by advisors.
- Exploration of the ways that gen AI can improve workflow, such as automating tasks and scaling businesses.
- Guidance on how advisors can balance implementing gen AI while creating value with clients through personal interactions.