The AI-Powered Investment Firm Playbook: Executive Summary for Wealth and Asset Management Firms in the Agentic Era

The exponential advancement of AI technology is revolutionizing how wealth and asset management firms run their businesses and serve their clients. By transforming their strategies, business models, and operations through AI-enabled digital solutions, wealth and asset management firms are boosting productivity and savings, minimizing fraud and risks, creating frictionless employee and customer experiences, and driving new levels of profitability and growth. 

In analyzing the impact of AI on providers of investment products and services through a comprehensive study of AI transformation, this executive summary provides the top takeaways and best practices of AI leaders.

For more in-depth insights into the AI revolution, see the full report and playbook.