Empowering wealth managers with AI. Boost advisor efficiency and enrich client engagement through innovative AI applications.
The role of artificial intelligence (AI) within wealth management has emerged as a topic of intense discussion, marked by both enthusiasm and apprehension. Amidst the vibrant buzz suggesting that AI could revolutionize every aspect of wealth management, there exists a concern about its capability to replicate or even replace the value of working with a human advisor. However, drawing parallels with the transformative era ushered in by the internet, we view AI, and specifically generative AI, not as a threat but as a considerable opportunity. Its application within wealth management promises to enhance rather than replace the irreplaceable human touch that advisors bring to their client relationships.
As we look forward, the potential of AI will extend beyond advisor efficiency to applications across the entire wealth management value chain.
By embracing AI, advisors can not only deliver an enhanced client experience but also secure a competitive advantage in a rapidly changing industry landscape.
How AI can be good news for wealth managers
Download PDFGenerative AI in asset and wealth management: The art of possible
Generative AI has the potential to reshape investing and change how money managers advise, inform, and engage their clients.
Customer experience: How wealth and asset managers win
Stand out by delivering personalized digital customer experiences that reflect your brand’s value proposition.
2023 KPMG US Financial Services Sector Insights Report
Senior technology executives in the financial services sector are almost unanimously convinced their organizations will be able to meet their efficiency and cost-cutting goals using their existing technology platforms.
Generative AI
Generative AI is a game-changing technology, offering innovative ways to engage with users and generate content with deeper insights.
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According to senior buyers of consulting services who participated in the Source study, Perceptions of Consulting in the US in 2024, KPMG ranked No. 1 for quality in AI advice and implementation services.
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