Key trends in wealth technology for financial advisors:
- Findings come from a survey of 521 industry leaders to assess the impact of disruptive technologies on asset and wealth management
- AI (73%) and Gen AI (71%) lead as the most transformative technologies
- Tech convergence is reshaping the industry, driving new business models, revenue streams, and competitive strategies
Findings come from a survey of 521 industry leaders to assess the impact of disruptive technologies on asset and wealth management
PwC’s Global Asset and Wealth Management Survey gathered insights from 521 respondents, including 264 asset managers and 257 institutional investors, to assess the impact of disruptive technologies on the industry.
The survey examined how firms are adapting to the rapid evolution of artificial intelligence, cloud computing, and big data analytics, as well as the broader implications for operations, investment strategies, and client expectations. With more than half of respondents managing assets exceeding $10bn, the findings provide a comprehensive perspective on how leading firms are leveraging technology to stay competitive in an increasingly digital landscape.
AI (73%) and Gen AI (71%) lead as the most transformative technologies
A key takeaway from the survey is the overwhelming recognition of artificial intelligence (73%) and generative AI (71%) as the most significant disruptive technologies for asset management in the next two to three years.
Cloud infrastructure and technology also received strong support (71%), highlighting its role in modernising operations and enabling scalable, data-driven solutions.
Big data analytics (47%) and blockchain/distributed ledger technology (38%) followed, reflecting the industry’s continued interest in leveraging secure digital transactions and advanced data insights.
However, rather than a single technology driving change, the survey underscores that it is the convergence of these innovations—AI, cloud computing, and blockchain—that is fundamentally transforming the Asset and Wealth Management (AWM) sector.
Tech convergence is reshaping the industry, driving new business models, revenue streams, and competitive strategies
As firms integrate these technologies into their operations, they face critical challenges related to security, ethical considerations, and data governance.
While some AWM firms are focusing on specific technologies to drive innovation, the broader industry recognises that success depends on a holistic digital strategy rather than a single ‘killer app.’
The survey highlights how disruptive technologies are not only enhancing operational efficiency but also redefining business models, revenue streams, and competitive positioning.
With technology playing an increasingly central role, asset and wealth managers must rethink how they operate, invest, and deliver value in a rapidly evolving financial ecosystem.
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