@Work Wednesday: Why Are Advisors Using AI at Home—But Not at Work?
At home, you rely on AI to navigate traffic, summarize the news, and even plan a vacation. But at work? Many advisors still hesitate. Why the disconnect?
AI isn’t just a productivity booster—it’s a precision tool. One that can analyze behaviors, personalize financial guidance, and anticipate client needs before they ask. Yet in many wealth management offices, AI is still viewed as “experimental” or “nice to have.”
The reality:
🚫 AI won’t replace advisors.
✅ Advisors who use AI will outpace those who don’t.
Clients deserve better answers – faster, hyper-personalized ones. AI enables advisors to shift from reactive to proactive, from generic to personalized, from busy work to high-value impact.
TIFIN @Work is seeing it. AI in workplace savings is driving engagement, better outcomes, and stronger client relationships.
The momentum in undeniable, according to this article from AdvisorHub (https://lnkd.in/eUPmc4gb):
📈 97% of advisors believe AI can grow their asset base by over 20%.
👟 92% have already started implementing AI.
🆘 80% plan to automate routine tasks using AI.
The takeaway? If AI is making your life easier at home, it should be elevating your work, too.
💡 Ask yourself: Are you using AI to save time, or to create value? Do both.