Enhanced digital experiences, more revealing engagement analytics and deeper forms of artificial intelligence will deliver a clearer understanding of client context and facilitate more informed, hyper-personalized financial advice, our latest research reveals.

The next generation of wealth advisors are optimistic about, not threatened by, the impact digital client experiences and artificial intelligence (AI) will have on the delivery of financial advice.

In March 2018, we polled 351 advisors across the U.S. (see Methodology on page 18) on the state of digital in wealth management. With financial technology transforming the way people think about and interact with money,1 we sought to understand wealth advisory organizations’ readiness for these sweeping changes.