Wealth and Asset Management Leaders Kick Off Global Study on AI and Game-Changing Tech

The wealth and asset management world is at an exciting tech crossroads. ThoughtLab has launched a major global study called The AI Powered Investment Firm: How Wealth and Asset Management Providers Will Transform Their Businesses Through AI.

This study is all about looking ahead – checking in with 500 financial firms across 16 markets to see how AI and other cutting-edge tech like blockchain are shaking things up. Through interviews with top execs, surveys and expert panels, the research will dive into how generative AI and new platforms are changing everything from personalized client service to back-office operations.

One of the coolest outcomes? The industry’s very first AI maturity model, which will help firms figure out where they stand with AI and how to get better. By the end of 2025, ThoughtLab will roll out a practical roadmap packed with best practices, key metrics and tools to help wealth managers navigate this AI-driven shift.

Here’s what the study will focus on:

·        Creating ultra-personalized customer experiences

·        Helping advisors and teams work smarter and faster

·        Strengthening risk controls and fraud detection

·        Cutting costs and closing advisory gaps

·        Getting ready for new AI regulations and operational changes

The study also highlights a huge trend: more than $80 trillion in wealth is moving to a digital-first generation that expects tailored options, easy access, and affordable solutions.

ThoughtLab is teaming up with big names like FNZ, Grant Thornton, ServiceNow, AWS, London Stock Exchange Group, Wireside and Publicis Sapient on this important work. We’re proud to be one of the sponsors, actively supporting a project that’s redefining how investment firms operate.

Keep an eye out for updates as the study progresses – its insights and tools could be a game-changer for anyone looking to lead in the AI-powered future of wealth and asset management.