With customer expectations evolving, cost pressures mounting, and regulations increasing, wealth and asset management firms are turning to artificial intelligence to drive growth, improve efficiency, and enhance client experiences. Research insights from Info-Tech Research Group show that AI, including Machine Learning and Generative AI, is already delivering measurable benefits, from boosting advisory productivity to increasing assets under management. The global IT research and advisory firm’s recently published blueprint, Build and Select AI Use Cases for Wealth and Asset Management, provides detailed AI use case libraries and a practical framework to help firms considering AI adoption identify, prioritize, and implement initiatives that deliver business value.
TORONTO, Aug. 18, 2025 /PRNewswire/ – As the wealth and asset management industries undergo rapid transformation driven by demographic shifts, wealth transfer, and demand for more personalized services, AI adoption in the sector is accelerating with firms seeking ways to leverage the technology to keep up with the market. Info-Tech Research Group’s newly released research insights, Build and Select AI Use Cases for Wealth and Asset Management, show that AI implementations are producing tangible results in four key areas, which include increased advisory efficiency, reduced operating costs, increased assets, and improved profitability. The global research and advisory firm advises that the most significant gains for the sector come from selecting high-value AI use cases with strong business alignment and low implementation complexity.
The integration of AI is already enhancing portfolio management by providing personalized investment advice, optimizing trading, and boosting client engagement, according to the firms’ research findings. AI is also assisting firms in streamlining compliance, enhancing fraud detection, and increasing operational efficiency. However, Info-Tech highlights in the resource that common challenges like an unclear AI strategy, limited in-house expertise, and immature data capabilities can often delay adoption.
“AI is no longer an experimental technology for wealth and asset managers; it’s a competitive necessity,” says Christine West, a Senior Managing Partner at Info-Tech Research Group. “Firms that identify and prioritize the right AI use cases now will be best positioned to deliver personalized experiences, unlock operational efficiency, and capture new growth opportunities while staying compliant in a fast-changing regulatory environment.”
A Structured Approach to Selecting and Implementing AI Use Cases
Some of the most common challenges that organizations face when choosing and deploying AI solutions, highlighted in Info-Tech’s Build and Select AI Use Cases for Wealth and Asset Management, include unclear direction and regulatory hurdles. The firm’s resource presents the following framework for IT leaders to ensure their initiatives align with organizational strategic objectives and clear the hurdles preventing successful implementation:
- Identify AI Use Cases – Gather cross-functional stakeholders to review business goals and capability maps, assess top AI opportunities, and build a business-aligned list of potential use cases.
- Prioritize AI Use Cases – Use a structured scoring tool to identify high-value opportunities with low implementation complexity, mapping them on a value/feasibility grid.
- Prepare for Implementation – Ensure systems and data are AI-ready, address security and compliance requirements, and avoid sharing sensitive data on public cloud platforms.
Key AI Opportunities in Wealth and Asset Management
Info-Tech’s Build and Select AI Use Cases for Wealth and Asset Management blueprint also identifies the following six primary areas where AI can deliver measurable business value across both sectors:
- Customer Experience – Delivering personalized, responsive, and transparent services that build client trust and engagement.
- Advisor Experience – Automating routine tasks to free advisors for higher-value client interactions and strategic decisions.
- Operational Efficiency – Streamlining processes and improving accuracy to reduce delays and operational overhead.
- Risk Reduction – Leveraging AI to detect patterns, flag anomalies, and address potential risks before they escalate.
- Revenue Growth – Optimizing marketing, outreach, and product personalization to expand assets under management and client base.
- Cost Optimization – Scaling services through intelligent automation, keeping costs in check while increasing output.
“Many firms see AI’s potential but struggle with where to start,” explains West. “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.”
The firm’s comprehensive guide includes extensive AI use case libraries for both wealth and asset management, which span opportunities such as alpha generation, ESG investing, regulatory compliance, sentiment analysis, client onboarding, and portfolio optimization.
By leveraging Info-Tech’s research insights, and the blueprint’s structured prioritization framework, organizations can move quickly from strategy to execution and ensure their AI investments translate into tangible gains in assets, profitability, and operational efficiency while staying ahead of industry change.
For exclusive and timely commentary from Info-Tech’s experts, including Christine West, and access to the complete Build and Select AI Use Cases for Wealth and Asset Management blueprint, please contact [email protected].
About Info-Tech Research Group
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.
To learn more about Info-Tech’s divisions, visit McLean & Company for HR research and advisory services, and SoftwareReviews for software buying insights.
Media professionals can register for unrestricted access to research across IT, HR, and software, and hundreds of industry analysts through the firm’s Media Insiders program. To gain access, contact [email protected].
For information about Info-Tech Research Group or to access the latest research, visit infotech.com and connect via LinkedIn and X.
SOURCE Info-Tech Research Group
