Why the integration of AI in financial advice should focus on workflows, not wow‑factor

'The biggest demand is not for more insights, but for less administration'

clock • 4 min read

Mark Rendle explains why the most effective AI deployments are not standalone tools, but capabilities woven into existing processes, with tools that help advisers communicate more clearly, complete routine tasks more quickly and focus their time where it matters most...

Artificial intelligence (AI) has arrived for advised platforms but much of the conversation remains stuck at the extremes. On one side are breathless claims that AI has the potential to replace conventional advice. On the other is understandable scepticism, fuelled by a wave of tools that promise transformation but are mostly yet to deliver. The reality sits somewhere in the middle. AI cannot replace human advisers, but it is already delivering value in advice businesses today, albeit only where it is applied pragmatically, governed properly and embedded into real adviser workflows rathe...

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