As the global wealth management industry edges towards an estimated $171trn by 2027, firms face mounting pressure to keep pace with technological advancement and shifting client expectations. The sector, valued at $1.83trn in 2024, is undergoing a fundamental transformation, driven by the need for more personalised, real-time, and seamless digital interactions.
FinTech solution developer IntellectAI has released a new playbook for smart transformation with its eMACH.ai solution.
Artificial intelligence is at the heart of this evolution. From geopolitical instability to economic turbulence and social change, global forces are reshaping how wealth managers deploy AI to support investor decision-making. Clients today, spanning multiple generations, want more than legacy financial services—they expect hyper-personalised experiences and digital engagement that feels intuitive, intelligent, and trustworthy.
This shifting demand is also occurring against a backdrop of increasingly stringent regulatory environments. Compliance and risk management are now critical, not optional, with regulators keeping a close watch on digital innovation. For wealth managers, this means leveraging AI not only to scale advisory services but also to deliver transparency and build client trust from the ground up.
According to the report, Intellect’s AI-powered Wealth Platform, branded eMACH.ai, is specifically designed to help private banks and wealth management firms meet these growing demands. Built around five foundational business pillars, the platform aims to deliver tailored client experiences, boost operational efficiency, and enable sustainable business growth.
The key to success in this digital-first era will be the ability to merge high-touch human advisory with intelligent automation. Firms that embrace smart transformation today stand to gain a strong competitive advantage—those that delay risk falling behind in an industry quickly being rewritten by data, design, and disruptive technology.
Read the Playbook here.
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