20220622-埃森哲-AI_in_wealth_management_All_systems_go_13页_1mb

Our study on AI in wealth management surveyed 500 financial advisors to address two main questions: disconnects between AI technology deployment and adoption, and awareness of advisors' perceptions by firms. Key findings show that advisors (98%) believe AI transforms how advice is created and delivered, and 83% expect its direct positive impact on client-advisor relationships within 18 months. Firms are scaling AI tools but face challenges in aligning strategies with advisor expectations, with only 41% believing AI-driven insights are impactful. Advisors are enthusiastic about AI if benefits are clear, such as automating tasks (55% prefer it) and growing business (87% believe AI can increase client acquisition and segmentation). To maximize value, firms should focus on smart deployment, ensure alignment with priorities, and provide support to meet advisors' needs for AI adoption.