12.08.25

AI Is Reshaping Asset Management for the Better, Study Says

by: Financial Advisor

A global survey of 500 senior wealth and asset management executives found broad support for expanding the use of artificial intelligence (AI) across investment firms, with most leaders viewing AI as critical to future competitiveness. According to the study by ThoughtLab, AI is already being used throughout front-, middle- and back-office functions, including customer analytics, compliance automation, fraud detection and document summarization. Nearly 60% of executives said staff are enthusiastic about AI handling repetitive tasks, allowing employees to focus on higher-order and client-facing work. Executives expect the use of generative and agentic AI to nearly double over the next three years. However, the survey also identified barriers slowing returns, including conservative corporate cultures, data that is not AI-ready and regulatory uncertainty. As a result, most firms reported only small or moderate returns on AI investments so far. Industry leaders emphasized that long-term gains depend on pairing AI adoption with strong data foundations, governance structures and clarity about how human expertise adds value alongside automation.

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