SPOTLIGHT
AI in wealth management
Artificial intelligence (AI) is rapidly evolving, with new applications taking this field of study to new heights. Find out more about this technology, its risks, and its potential to transform the future of wealth management.
The Fidelity 2025 Fidelity AI Pulse Survey offers a glimpse into how wealth managers are using generative AI (Gen AI), the impact it's having on their businesses, and where this trend may be headed.
Look beyond adoption
More than two-thirds of respondents are already using Gen AI. While half of those users are exclusively piloting solutions, the other half are using it at scale.
The benefits are becoming clear
83% of users report increased efficiency. Over half report improved decision-making and enhanced customer experience.
Certain tools are rising to the top
Nearly 4 in 5 respondents use Gen AI for writing assistance, note-taking, and/or meeting preparation. Over half use an AI assistant or copilot.
Look beyond adoption
With nearly 9 in 10 respondents already using Gen AI, or planning to over the next few years, firms can focus on how best to scale and apply AI to their business.
Using AI in wealth management
Investing in AI
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The 2025 Fidelity AI Pulse Survey was conducted during the period July 10, 2025, through August 11, 2025. It surveyed 730 wealth management industry professionals, including 189 advisors, 193 support and operations professionals, 137 RIA C-suite leaders (non-tech focus), 62 technology leaders/decision makers, 63 other leaders, 54 other affiliated roles, and 32 broker-dealer/home office professionals. The study explored utilization of generative artificial intelligence applications across various roles and functions within wealth management. Fidelity was identified as the sponsor and responses were collected via online survey by an independent firm not affiliated with Fidelity.
Fidelity Investments is comprised of several legal entities that provide a variety of services to intermediaries and other institutional clients including but not limited to clearing, custody, and brokerage services provided by National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. None of the legal entities that comprise FBS and NFS have been involved with the preparation of the content supplied by Catchlight or Saifr nor do they guarantee, or assume any responsibility for its content, notwithstanding their affiliation with Catchlight and Saifr.