Used well, generative AI can benefit the advice relationship

'Don't be shy about telling clients how they're benefitting from your use of AI'

clock • 4 min read

Generative AI has the potential to help advisers free up time they can then make better use of, writes Ben Lester

Artificial intelligence (AI) is an increasing part of our industry, bringing huge potential for financial advisers to incorporate generative (gen) AI into their processes, freeing up that most valuable of resources, time. However, there is also a very real risk of alienating clients in the process. Clients expect a lot of their financial advisers, with a strong relationship and trust forming the foundations. Tasks clients feel belong with their adviser being outsourced to gen AI can prove damaging. There is, however, a simple route to using generative AI to support and benefit client...

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

Utilities might be the next AI play for patient investors

Utilities might be the next AI play for patient investors

‘It’s less flashy than the tech sector’

Ian Aylward
clock 04 November 2026 • 3 min read
Openwork to build AI into latest technology suite with AdvisoryAI link-up

Openwork to build AI into latest technology suite with AdvisoryAI link-up

Advisers will be able to use meeting notes assistant Evie

Isabel Baxter
clock 04 November 2026 • 2 min read
Openwork targets 60 minutes per client savings through technology suite roll out

Openwork targets 60 minutes per client savings through technology suite roll out

Built on Plannr and Seccl

Jen Frost
clock 03 November 2026 • 2 min read