- Over 80% of surveyed FAs intend to invest in Generative AI, likely focusing on practice building and management, such as targeted marketing campaigns, enhanced client service capabilities (Gen AI chatbots), and compliance measures.
- These tools will soon deliver investment performance monitoring and customized solutions.
- Advancements will drive firms to align with distribution partners, optimize platform placement, and enhance due diligence interactions (recommended lists and model placements), with success hinging on asset managers’ participation in curated programs.
