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

Carlyle emerges as buyer in Intelliflo takeover deal – report

Carlyle emerges as buyer in Intelliflo takeover deal – report

Private equity group Carlyle secures ownership of Intelliflo

Sahar Nazir
clock 20 August 2025 • 3 min read
As advisers are zigging to AI, how do you zag?

As advisers are zigging to AI, how do you zag?

'Be visible. Be local. Be helpful before you’re needed'

Harry Webster
clock 14 August 2025 • 4 min read
AI in financial services: Hype, hope, or a bit of both?

AI in financial services: Hype, hope, or a bit of both?

'It's important to maintain a healthy dose of scepticism and here's why...'

Doug Boyce
clock 06 August 2025 • 4 min read