Report

U.K. Wealth Managers’ Engagement With AI

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Financial institutions should align their GenAI efforts with their existing digital and AI strategies.
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Virtually every wealth management technology has the potential to align in one way or another with GenAI. Financial institutions around the globe must tackle the positive and negative implications of GenAI technology to build next-generation digital platforms while focusing on the human element of the industry.

This report reviews how wealth management firms in the U.K. are engaging with GenAI-driven solutions. It is based on responses to a Datos Insights quantitative survey posed to 20 U.K. wealth management practitioners in Q3 2023.

Clients of Datos Insights’ Wealth Management service can download this report.

About the Author

Wally Okby

Wally Okby

Wally Okby is a Strategic Advisor for Datos Insights’ Wealth Management practice. He is a thought leader and trusted advisor to leading global clients across North America and EMEA, including alternative investment stakeholders, global private banks and wealth managers, portfolio management and reporting vendors, core private banking technology providers, ESG rating agencies and specialized data providers, and socially responsible investment...

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