The AI revolution in wealth management and banking
The exponential advance of AI technology is revolutionizing how wealth and asset management firms run their businesses and serve their clients. By transforming their strategies, business models, and operations through AI-enabled digital solutions, wealth and asset management firms are boosting productivity and savings, minimizing fraud and risks, creating frictionless employee and customer experiences, and driving new levels of profitability and growth.
To analyze the impact of AI on providers of investment products and services, in Q3 of 2025, ThoughtLab conducted a comprehensive survey of senior executives at 500 firms in the top investment markets around the world.
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The AI-Powered Investment Firm is the fifth program in a series of ground-breaking multi-client studies ThoughtLab has produced on wealth and asset management.
AI-Powered Investment Firm, Q&A Article 1
Question: How will AI transform the wealth and asset management industry? What do you see as the biggest opportunities and challenges?
AI-Powered Investment Firm, Q&A Article 2
Question: In which ways will the role of humans change? What skills will be needed in the AI age, and how will the responsibilities of existing staff shift?
AI-Powered Investment Firm, Q&A Article 3
Question: What do you see as today’s most effective AI use cases in the industry and how are they driving value? How will firms reimagine their business strategies and models in the next three years around advanced forms of AI such as GenAI and Agentic AI?
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For more information on how you can join our coalition as an advisory board member or a sponsor for Building a Future-Ready City, contact us today.
Lou Celi
Chief Executive Officer
ThoughtLab
917.459.4614
louceli@thoughtlabgroup.com