How wealth managers are using technology to understand their clients better paid Temenos
Services have been changing since the arrival of digital platforms and the deployment of technologies like artificial intelligence. Now it’s vital for wealth managers to heed the demands of clients and prospects for platforms and insights that reflect their lifestyle and goals.
Almost half of wealth managers said that financial guidance from data analysis—and insights from the use of AI—will help them refine the advice they give to clients. And 36% said clients will be able to see their investments with greater clarity as a result of AI.Mobile platforms are changing with technology, and the amount of data coming out of the platforms that wealth managers can use is increasing.
“This allows our advisors to see all those accounts via our CRM, and it refreshes on a regular basis,” said Gailyn Johnson, chief operating officer of U.S. Bank Wealth Management. “It also seamlessly feeds into our financial planning software. So our customers can see their full financial life—and we use a number of AI tools around the data we’re gathering to gain insights into our customers’ financial needs.
“What if they want to buy a second home or a new car? They can go online and quickly determine how a new purchase would impact their overall financial picture,” she explained. “It’s interactive, and it’s also connected to their advisor, who will get an alert that a client is inquiring regarding their plan.
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