How AI empowers relationship managers in wealth firms

August 25, 2025

Artificial intelligence is no longer a futuristic concept in wealth management—it is rapidly transforming how relationship managers (RMs) and advisors work, engage with clients, and manage portfolios.

What once took hours of manual research and number-crunching now happens in minutes, thanks to AI’s ability to analyse vast datasets, detect risks, and even assist with real-time client interactions.

IntellectAI, a provider of wealth and capital markets solutions, recently delved into how AI is augmenting the work of relationship managers and advisory services.

Traditionally, wealth management relied heavily on human judgment and face-to-face interactions. Today, AI technologies such as machine learning, natural language processing, and more recently, generative AI are streamlining processes, automating repetitive tasks, and enabling hyper-personalised advisory services. This shift allows firms to focus on building stronger client relationships while staying ahead in an increasingly competitive and regulated environment.

For today’s wealth advisors, AI provides actionable insights to improve decision-making. By predicting market volatility, analysing client risk appetites, and offering scenario modelling, AI supports advisors in tailoring investment strategies. PwC’s 2024 Asset and Wealth Management report revealed that 73% of wealth managers see AI as the most transformational technology shaping the industry over the next few years.

Portfolio management tools powered by AI give RMs a 360° view of client portfolios, including goals, risk exposure, and performance tracking. Automated client onboarding and KYC verification reduce delays and compliance risks, while personalised advisory tools deliver tailored insights and recommendations. Advanced predictive analytics make portfolio optimisation seamless, ensuring that client conversations are both data-driven and meaningful.

Generative AI, in particular, is redefining the role of RMs. It creates pre-meeting briefs, personalised investment summaries, and talking points, enabling RMs to deliver a more engaging client experience.

Looking ahead, hybrid advisory models combining human empathy with AI precision are set to become the standard. Firms embracing innovation responsibly—balancing personalisation with compliance—will have a competitive edge. As platforms like IntellectAI’s WealthForce.ai demonstrate, the future of wealth management lies in seamlessly blending human insight with AI-driven intelligence to create better client outcomes.

For more about how AI is improving the work of relationship managers, read the full story here.