More than two-fifths (43%) of financial advice firms are now using artificial intelligence (AI) in their processes but they are calling for faster progress, Intelliflo has found.
This is closely aligned with the 46% of firms who said they planned to adopt AI when surveyed in 2024, as revealed by Intelliflo's 2025 Advice Efficiency Survey. Despite the rapid pace of adoption to date, the research found that advisers signal strong demand for broader AI adoption. Currently, the most common uses of AI include personalisation and automation (53%), enabling advisers to tailor client experiences and streamline routine tasks. However, nearly two thirds (64%) of financial advisers would like to see further progress to reap efficiencies from AI adoption at pace, parti...
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