How many advisers are using AI at their firms? We asked you…

‘It will really help us to grow and provide a better service to our clients’

Hope Coumbe
clock • 1 min read

Over two thirds (68%) of advisers say their firm does not currently use any type of artificial intelligence (AI).

In the latest PA Asks survey, we asked advisers to share their experience on AI adoption in the workplace. While the majority do not use AI, almost a third (29%) have integrated it into their work. One respondent said: "[AI] will really help us to grow and provide a better services to our clients." Another said they were using it for spreadsheets and for suggestions on how to better write emails, while one said it was useful to use AI as a resource for research. Several advisers also told PA that they use ChatGPT at their firm. One pundit, who said their firm did not use AI, ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

AdvisoryAI unveils adviser app to support in-person meeting note taking

AdvisoryAI unveils adviser app to support in-person meeting note taking

Advisory AI’s app aims to eliminate manual note taking and transcribe

Isabel Baxter
clock 28 November 2024 • 1 min read
ZeroKey integrates with Iress' Xplan to eliminate manual data entry for advisers

ZeroKey integrates with Iress' Xplan to eliminate manual data entry for advisers

Gives financial advisers ‘even greater’ access to data

Isabel Baxter
clock 28 November 2024 • 2 min read
FE Fundinfo launches wealth management 'ecosystem' platform

FE Fundinfo launches wealth management 'ecosystem' platform

Nexus aims to improve data integrity and streamline operations

Sahar Nazir
clock 26 November 2024 • 1 min read