the oasis group, a consultancy for the wealth management industry, has released its ai wealthtech map, a resource that financial advisors and wealth management firms can use to discover leading artificial intelligence solutions and ai-focused firms serving the wealth management industry.
“in the fast-evolving landscape of wealth management, artificial intelligence is poised to be the next game-changer,” said john o’connell, founder and ceo of the oasis group. “it promises not just incremental improvements but a profound transformation of how wealth management firms operate, attract clients, and deliver services.”
the oasis group identified 55 leading technology firms that specifically serve the financial services industry for inclusion in the map. the firms are not existing wealthtech solutions that are developing ai capabilities – these firms are ai first and were built to support the wealth management industry. the map follows the sales cycle of a wealth manager by starting with prospecting, followed by writing assistants, note takers, proposal generation, ai assistants, investment research, next best action, and compliance solutions – categorizing each of the solutions and providing all the tools that a financial advisor would need to convert a prospect into a client as efficiently as possible.
“wealth management firms can unlock new levels of efficiency, personalization, and client engagement by adopting ai,” added o’connell. “we strongly recommend that firms begin to leverage ai to gain familiarity with its capabilities and concerns, to learn new skills like prompt engineering, and to clearly identify how they plan to leverage ai in projects. leveraging ai now enables firms to discuss their compliance posture and to develop their ai policies. the future of wealth management is here, and it’s powered by artificial intelligence.”
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