Finding signal in the noise: How AI can drive greater personalisation

AI is not a threat - rather a critical way for adviser firms to grow

clock • 4 min read

AI has tremendous potential to accelerate opportunities for financial advice to become more accessible and impactful, writes Sneha Shah

The world of financial advice is changing faster than ever, and one of the most significant industry disruptions has undoubtedly been the mainstream emergence of artificial intelligence (AI). Within just five days of launch, ChatGPT reached 1 million users and climbed to 100 million within two months, making it one of the fastest-growing platforms in history. AI has tremendous potential to accelerate opportunities for financial advice to become more accessible and impactful. As generational wealth transfer and changing client expectations create greater customer retention challenges f...

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