From Threat to Force Multiplier: How Financial Advisors Will Win The Evolving Affluent Segment With AI
Meet the author, Pat McQueen, at Money2020 in Las Vegas October 26-29.
Pat is the Managing Director of Financial Services at Code and Theory. He's shaped impactful digital transformation projects for major financial institutions including JPMorganChase, T. Rowe Price, TIAA, Morgan Stanley, Citi and more.
AI is redefining the financial advisory business — starting with client expectations.
Affluent investors now expect seamless, personalized digital experiences that most firms can’t deliver. Meanwhile, the advisor workforce is shrinking, and traditional service models are reaching a breaking point.
That was the genesis of this proprietary report, designed to examine how AI will reshape the advisor-client relationship, not by replacing advisors, but by equipping them to deliver smarter, faster and more human experiences at scale.
Download the report below to understand how financial advisors must leverage AI to:
- Resonate with millennial and Gen Z audiences who have higher CX expectations
- Sustainably grow their business
- Secure a lasting competitive edge
Of affluent millennials expect wealth management firms to provide advanced digital capabilities.
Of Gen Z use AI to manage personal finances.
Of millennials use AI to manage personal finances.
We spoke in-depth with financial advisors to understand who their clients are and how those clients are served.
Our conclusion: No one's getting what they need from today's models. The advisors who win in this new AI world will win by doubling down on their customers' humanity. Download the report above to explore how to invest in lasting change.
Code and Theory - The only agency with 50/50 creatives and engineers
From Amazon and NFL to Microsoft, NBC, YETI and JPMorganChase, when the world's most ambitious companies need creative, enduring business transformation, they trust Code and Theory. We craft technology-first customer experiences to reduce complexity and accelerate growth. The only agency with a 50/50 balance of creatives and engineers, we’re 2,000 strong in the sweet spot of scale.
That doesn’t exist anywhere in the world. Until now.
20 Years of Financial Services Impact
For more than two decades, Code and Theory has been trusted by financial institutions to unify marketing, product and advisor experiences to accelerate growth, efficiency and trust across their digital ecosystems.
We bridge the gap between brand and platform by connecting customer engagement to the digital products that drive revenue. Our strength is execution in complexity, aligning legal, compliance and product teams to deliver enterprise-scale transformation.
Trusted digital transformation partner to JPMorganChase, TIAA, Morgan Stanley, Clover, Allspring, Greyscale, Sixth Street, Prudential, Citi and 50+ more Fortune 500 leaders.