Info-Tech Research Group announced on August 18, 2025, that AI adoption in wealth and asset management is surging as firms leverage machine learning and generative AI to drive growth, enhance efficiency, and meet evolving client demands, according to their new blueprint, Build and Select AI Use Cases for Wealth and Asset Management.
Announcement Date: August 18, 2025.
Source: Info-Tech Research Group’s blueprint, Build and Select AI Use Cases for Wealth and Asset Management.
Key Benefits: Increased advisory efficiency, reduced costs, higher assets under management (AUM), and improved profitability.
Core AI Applications: Personalized investment advice, trading optimization, client engagement, compliance, fraud detection, and operational efficiency.
Challenges: Unclear AI strategy, limited expertise, and immature data capabilities.
Framework: Identify, prioritize, and implement high-value, low-complexity AI use cases.
Info-Tech’s research highlights AI’s transformation from an experimental tool to a critical driver of competitive advantage in wealth and asset management. “AI is no longer an experimental technology for wealth and asset managers; it’s a competitive necessity,” said Christine West, Senior Managing Partner at Info-Tech. The blueprint identifies six key areas where AI delivers measurable value: customer experience, advisor experience, operational efficiency, risk reduction, revenue growth, and cost optimization. These applications address rising customer expectations, cost pressures, and regulatory demands amid demographic shifts and wealth transfer trends.
Customer Experience: Personalized, transparent services enhance client trust and engagement.
Advisor Experience: Automation of routine tasks frees advisors for strategic client interactions.
Operational Efficiency: Streamlined processes reduce delays and overhead.
Risk Reduction: AI detects anomalies and mitigates risks like fraud.
Revenue Growth: Optimized marketing and product personalization boost AUM.
Cost Optimization: Intelligent automation scales services cost-effectively.
Specific use cases include alpha generation, ESG investing, regulatory compliance, sentiment analysis, client onboarding, and portfolio optimization, enabling firms to deliver tailored solutions and maintain compliance in a dynamic regulatory environment.
Info-Tech’s blueprint provides a practical framework to overcome adoption challenges like unclear strategies and limited expertise:
Identify AI Use Cases: Collaborate with stakeholders to align AI opportunities with business goals.
Prioritize Use Cases: Use a scoring tool to select high-value, low-complexity initiatives.
Prepare for Implementation: Ensure AI-ready systems, address security, and avoid public cloud data risks.
“Many firms see AI’s potential but struggle with where to start,” West noted. “By aligning AI initiatives to measurable outcomes and prioritizing high-value, high-feasibility use cases, wealth and asset managers can accelerate adoption while ensuring responsible, compliant, and sustainable implementation.”
AI adoption is driving tangible results, with firms reporting increased advisory productivity and AUM growth. A 2024 Deloitte study cited in related research notes that AI can improve front-office productivity by 27-35% in investment banks. However, 62% of asset managers identify unclear regulatory guidelines as a top challenge, per a Wipro survey. The global AI in asset management market is projected to grow at a 26.92% CAGR from 2025 to 2032, driven by increasing data volumes and demand for efficiency.
Posts on X, such as from @triangulacaptl, reflect growing sentiment that AI is reshaping wealth and asset management, with hedge funds leveraging generative AI for stock research and automation. Firms like BlackRock and JPMorgan have reported significant AI-driven efficiencies, such as 90% reductions in manual work for certain processes. Info-Tech’s framework and use case libraries position firms to capitalize on these trends, ensuring rapid, compliant, and impactful AI deployment.
Info-Tech Research Group is one of the world's leading research and advisory firms, serving over 30,000 IT and HR professionals. The company produces unbiased, highly relevant research and provides advisory services to help leaders make strategic, timely, and well-informed decisions. For nearly 30 years, Info-Tech has partnered closely with teams to provide them with everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.
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