What to expect from AI in financial advice in 2025

AI has already taken root in many of our daily lives

clock • 4 min read

Given the significant steps taken in the last two years, what does 2025 hold for AI? Nick Eatock shares his insight...

Generative artificial intelligence (AI) exploded into our collective consciousness in 2023 with the launch of tools like ChatGPT. In 2024, major tech firms sought to leverage its benefits, embedding AI functionality into our laptops and smartphones with the expansion of tools like Google Gemini, Microsoft Copilot and Apple Intelligence. Within the advice profession too, several new technology suppliers have launched sector-specific services that help firms capitalise on AI to improve financial advice processes. Given the significant steps taken in the last two years, what does 2025 ho...

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

Open arms or cautious welcome? Why AI in advice cannot be ignored

Open arms or cautious welcome? Why AI in advice cannot be ignored

'Putting aside the hype, AI is here to stay'

Jenny Thorpe
clock 25 March 2025 • 3 min read
'What about Maud?': When it comes to tech, don't underestimate older clients

'What about Maud?': When it comes to tech, don't underestimate older clients

Tech adoption among older people was accelerated by the pandemic

Rowan Whittington
clock 19 March 2025 • 4 min read
Better access to advice in a rapidly digitalising world

Better access to advice in a rapidly digitalising world

'Adviser tech has moved on in leaps and bounds this decade'

Chet Velani
clock 19 March 2025 • 4 min read