AI

Advisers feel unprepared to integrate artificial intelligence

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Almost all advisers feel unprepared to integrate artificial intelligence into their work, despite almost three quarters thinking it is important.

A total of 95 per cent of advisers who responded to Intelliflo’s Advice Efficiency Survey reported feeling unprepared for AI.

However, 46 per cent said they are already using AI or have plans to incorporate it into their operations in the near future. 

Nick Eatock, Intelliflo’s CEO, said so far it is being used for notetaking during meetings but said this is just the start. 

He said: “The potential for AI to deliver better data analysis, clearer insight, and greater personalisation to improve the advice process for both advisers and clients is enormous.

“Although advice is highly personalised, there are also a lot of commonalities between clients.



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