ThoughtLab, in collaboration with leading firms like FNZ, Grant Thornton, ServiceNow, AWS, LSEG, and Publicis Sapient, has launched a comprehensive global study to examine how AI and transformative technologies are reshaping the wealth and asset management industry. Spanning 16 countries, this pioneering research aims to provide actionable insights for investment firms navigating the agentic AI era.
ThoughtLab’s global study analyzes AI’s impact on wealth management.
Covers 500 firms across 16 markets, focusing on AI-driven transformation.
Introduces first AI-maturity model for investment firms.
Explores AI use cases for personalized services and operational efficiency.
Addresses regulatory challenges and AI adoption strategies.
Full findings to be released in Q4 2025.
The wealth and asset management industry is undergoing a profound shift, driven by AI and related technologies like end-to-end platforms, blockchain, and data management systems. ThoughtLab’s study, The AI-Powered Investment Firm, will provide a roadmap for leveraging these technologies to enhance personalization, boost productivity, reduce risks, and drive profitability. With 51% of RFPs now submitted through web portals, the study addresses the growing need for AI-driven solutions to manage complex workflows efficiently.
A key component of the research is the development of an industry-specific AI-maturity model, the first of its kind for wealth and asset management. This model will enable firms to benchmark their AI capabilities and optimize performance across front, middle, and back offices. By analyzing data from 500 financial institutions and insights from industry leaders, the study will offer evidence-based strategies for achieving AI leadership.
The study tackles critical questions, such as how AI will transform investment firms over the next three years, the most effective AI use cases, and how firms can navigate the evolving global AI regulatory landscape. As Lou Celi, ThoughtLab’s CEO and program director, noted, “AI will give industry executives the tools to navigate profound shifts already transforming the investment landscape, including an $80 trillion-plus wealth transfer to a new digital generation with high demands for personalization, product democratization, new business and service models, and reduced fees.” The research will highlight how AI can close the advice gap and support hyper-personalized services.
Spearheaded by ThoughtLab and FNZ, the study involves a coalition of industry leaders, including Grant Thornton, ServiceNow, AWS, LSEG, Publicis Sapient, and Wireside Communications. It includes a global benchmarking survey, executive interviews, and analysis of advanced AI technologies like generative, agentic, and multimodal systems. Regular updates will be shared with the wealth management community over the next three months, with comprehensive findings released in Q4 2025.
This landmark study positions AI as a catalyst for strategic change in wealth and asset management. By providing actionable insights and a robust AI-maturity model, it equips firms to adapt to a digital-first, hyper-personalized future, ensuring they remain competitive in a rapidly evolving industry.
ThoughtLab is an innovative thought leadership firm that provides fresh ideas and rigorous analysis to help business and government leaders cope with transformative change. ThoughtLab specializes in assessing the impact of technology on industries, cities, and markets. Our services include fielding business, consumer, investor, and government surveys; organizing executive interviews, meetings, and advisory groups; conducting economic modeling, benchmarking, and performance analysis; and developing white papers, eBooks, and customer-facing analytical tools.
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