Wealth and Asset Management
The agentic AI productivity wave is heading for wealth management
Wealth management firms are caught in a workload bind: Clients want advice that’s always on and frictionless, while advisers are busy managing larger, more complex books. Advisers spend nearly 70% of their time on behind-the-scenes work, leaving just 30% for where they add the most value—building client relationships. Artificial…
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Click here to read the full story: Deloitte