Beyond the meeting note: Five stages of AI maturity in financial advice

Most financial advice firms in the UK are now using artificial intelligence in some capacity, increasingly through tools built for the sector. But even where the tool is specialist, the use is often narrow: pointed at one task at a time such as a meeting note, a first draft, or a data extract, rather than connected across the firm. The Lang Cat reported back in February that AI usage had risen from 29% to 60% in a year and to 88% among firms with more than £1bn under management, which shows the speed and momentum in the financial advice sector. But isn't it a bit like handing someone a t...