Report

U.K. Wealth Managers’ Engagement With AI

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Financial institutions should align their GenAI efforts with their existing digital and AI strategies.
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Virtually every wealth management technology has the potential to align in one way or another with GenAI. Financial institutions around the globe must tackle the positive and negative implications of GenAI technology to build next-generation digital platforms while focusing on the human element of the industry.

This report reviews how wealth management firms in the U.K. are engaging with GenAI-driven solutions. It is based on responses to a Datos Insights quantitative survey posed to 20 U.K. wealth management practitioners in Q3 2023.

Clients of Datos Insights’ Wealth Management service can download this report.

About the Author

Wally Okby

Wally Okby

Wally Okby is a Strategic Advisor for the Wealth Management practice at Datos Insights, focusing on international private banking and socially responsible investments. He has covered the offshore private banking space for 10 years while living in Luxembourg and Dubai. His mandate was to provide hands-on investor relations as well as private banking and wealth management solutions to ultra-high-net-worth and...

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