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

Emotional support: Why AI cannot replace an adviser's crucial role

Emotional support: Why AI cannot replace an adviser's crucial role

'AI cannot give clients what they seem to value the most from a financial adviser'

Louis Williams
clock 03 March 2025 • 4 min read
Providers must rethink digital strategies to better engage female clients

Providers must rethink digital strategies to better engage female clients

Research released ahead of International Women’s Day

Sahar Nazir
clock 03 March 2025 • 3 min read
The great wealth shift: Embracing AI to engage multiple generations

The great wealth shift: Embracing AI to engage multiple generations

'The role of the financial adviser is evolving'

Tessa Lee
clock 26 February 2025 • 4 min read