Do you expect to build more AI technology into your advice practice operations over the course of 2025?
- Yes (59%)
- Not sure (26%)
- No (15%)
Loading ...A solid cohort of advisers have indicated they are fully intent on building more AI technology into their advice practice operations during 2025.
As we go to press, exactly half of those voting in our latest poll agreed they expected to build more AI technology into their practices, with a sizable 35% not sure if they would. Only 15% voted a definitive ‘no’.
Our latest poll was informed by our story last week on a global report on the top trends in life insurance – including an expectation of more growth in ‘intelligent’ technologies to help advisers assess clients’ needs and personalise recommendations (see: Silver Economy, Digital Natives Focus for 2025).
The report also states the authors expect to see more use of AI technology among life insurers for life customer on-boarding, automated risk assessments, and the use of third-party data for “…low-touch and enhanced customer experiences”.
In light of this we wondered if advisers were using, or were planning on using, AI tools across basic admin functions, or to help streamline claims management, or in finessing general communication tools such as emails and newsletters?
Our poll remains open for another week…