At the vanguard of this revolution, GenAI hails as key enabler of digital change, poised to redefine how financial firms operate. Driven by its intuitive usability to reinvent workflows, GenAI is permeating core business functions, such as product development, customer operations, risk assessment, compliance, marketing and sales.
Looking ahead, AI’s integration in wealth management is increasingly set to impact both operational efficiency and innovation, making the beginning of a new era of digital collaboration. In this state of play, firms face a critical choice: embrace AI and harness its benefits, or risk failing behind in an AI-driven world, where widespread adoption remains a hurdle.
