9 OUT OF 10
financial advisors believe AI can help grow their book of business organically by more than 20%.
Artificial Intelligence will have a significant impact on client-advisor relationships
of FAs interviewed said they believe AI will have a direct, measurable and consistent impact on the client-advisor relationship in the next 18 months.
of FAs interviewed stated that they believe AI can achieve a level of sophisticated advice and planning that will ultimately leave them competing with an algorithm for clients in the next 18 months.
of FAs interviewed believe to a great extent that AI will have either a transformative or revolutionary effect on the future of financial advice within the next three years.
Pacing is essential—and advisors want to be involved with the roll-out.
5 OUT OF 10
advisors feel like their firms are challenged to act on their AI vision
A wealth of support for AI
Preparing for the move to AI
Eighty-seven percent of financial advisors want to use more AI tools day-to-day and are willing to spend time to learn an AI-based process and tool if there’s a clear benefit.