Featured Insight
The State of Today: Uneven Distribution Prioritizing Pivotal AI Use Cases within Wealth Management
May 2024
Inspired by science fiction author, William Gibson, the sub-title of this piece references a quote which alludes to the belief that some elements of the future exist today – but they are just unevenly distributed . While commented in a different time, the same mindset could be applied to the presence of Artificial Intelligence (AI) today.
Though history has shown us that the pace of technology innovation routinely outstrips society’s ability to fully adapt and comprehend its implications, practical AI innovation is aggressively progressing in wealth management, including but not limited to its adoption by financial advisors (FAs). And even in this uncertain and complex world, where developing and executing a strategy can be challenging, the future is already arriving for early adopters who have made initial investments with predictive and generative capabilities.
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About Reference Point
Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry. We combine proven experience and practical experience in a unique consulting model to give clients superior quality and superior value. Our engagements are led by former industry executives, supported by top-tier consultants. We partner with our clients to assess challenges and opportunities, create practical strategies, and implement new solutions to drive measurable value for them and their organizations.