How Much Does AI Matter To Your Clients? The Answer Might Surprise You – Episode 41 Unless you’ve been living under a rock, you know that artificial intelligence (AI) has rapidly become one of the most talked-about and game-changing technologies ever. It’s increasingly becoming part of more and more industries—including, of course, wealth management. Like any new, rapidly evolving technology, AI has its pros and cons—and its cheerleaders and detractors. But what do your clients think of it? And how important is it to them that you bring AI-enhanced services and solutions to their financial lives? To answer such questions, CEG Insights surveyed more than 1,300 investors—84% of whom have a net worth exceeding $1 million. Key Takeaways: - Millennials and Gen X clients are particularly interested in getting AI-enhanced custom solutions. - Take advantage of resources that can help you stay up to date on AI and its role in wealth management. - Demonstrate any ways in which you’re using AI to deliver a better client experience.