Wealth Professional – Unlocking Real AI Value in Wealth Management
May 22, 2025
Artificial intelligence is everywhere these days, but how can wealth management firms and advisors separate true innovation from hype?
We’re excited to share a recent article from Wealth Professional Canada that tackles this exact question: How advisors, firms can assess where AI adds value – and where it’s just a sticker.
This timely piece explores how firms can evaluate AI tools with a critical eye, ensuring technology investments deliver real outcomes, not just flashy features. Mike Zegers, VP of Strategy & Business Development and Justin O’Leary, VP of Product at Infinite Investment Systems provide practical guidance on identifying where AI can enhance client experience, improve efficiency, and support advisor decision-making, while cautioning against adopting AI for AI’s sake.
As we continue to integrate smart solutions into our own offerings, we believe it’s essential to stay grounded in value and impact. This article is a great resource for wealth management firms looking to adopt technology in a way that leverages AI effectively and meaningfully.
Read the full article by clicking the link below.