AI Tools for Everyday Finance

How Generative AI Is Becoming a Co-Pilot for Financial Advisors

A financial advisor at a mid-sized wealth management firm used to spend two to three hours preparing for a single client review meeting – pulling together portfolio performance data, researching relevant market events, drafting talking points, and summarising changes since the last meeting. Now that same preparation takes around 20 minutes. The difference is a generative AI tool running in the background that handles the document synthesis, drafts the summary, and flags anything unusual in the client's holdings.