AI in Financial Advice

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Client Expectations

• Quality personalised service
• Seamless integrated experience
• Access to real-time portfolio information
• Tailored learning and education
• Affordable and flexible advice
• Transparency on fees and incentives
• Advisor innovation and good tech interfaces
• Customized ethical investing
• Human connection and advice
• Data security and privacy

Role of Humans

• Earning trust
• Experience, judgment, and quality control
• Ethical guidance
• Empathy and emotional engagement
• Human personalisation
• Helping clients change behaviours
• Lifelong learning

Role of AI

• Data-intensive portfolio and risk analytics
• Personalisation for advisor and client
• Automation of routine tasks
• Ideas and suggestions
• Content generation
• Tailored education
• Feedback for continuous improvement

Advisor Amplification

• Personalisation of service
• Becoming better informed
• Automating and offloading tasks
• More efficient compliance and documentation
• Creating interactive client content
• Proposal checks and suggestions
• Prospecting and generating marketing content
• Insights on client activity, sentiment, and emotions
• Guidance in helping clients change behaviours
• Scaling business, operations, and visibility

Humans + AI Financial Advice

• Amplifying financial advisor knowledge and capabilities
• Integrating digital services and human interaction
• Customisation of service delivery for client preferences
• Human oversight of all AI processes and outputs
• Ethics and transparency at the heart of all client interactions
• Delivering client value at a massively greater scale