AI and advice: The challenge of making good tech decisions

AI integration will have a lasting impact in financial services

clock • 6 min read

Artificial intelligence (AI) is transforming what technology can offer and this requires careful consideration from various angles, write Roderic Rennison and Chris Baigent-Reed

AI is arguably to technology what the Consumer Duty is to compliance. Both are constantly in the news and the owners of financial services firms may be forgiven for becoming somewhat inured or weary of reading articles on the subject. However, AI is here to stay, and it will increasingly matter what strategies intermediaries adopt to incorporate this new technology into their businesses, as these decisions will have far-reaching impacts. This article considers the main factors that financial services firm owners need to consider both from a selection and implementation perspective, an...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

How explainable AI will finally close the UK's advice gap

How explainable AI will finally close the UK's advice gap

‘Bolting on chatbots won't work - rebuild from scratch’

Thomas Young
clock 20 February 2026 • 4 min read
Zerokey launches advice tech provider integration platform

Zerokey launches advice tech provider integration platform

AdvisoryAI and Time4Advice Curo early adopters

Isabel Baxter
clock 20 February 2026 • 2 min read
AI in wealth management: Why security cannot be an afterthought

AI in wealth management: Why security cannot be an afterthought

'Generative AI introduces considerations that sit outside traditional criteria'

Vinit Gela
clock 17 February 2026 • 5 min read