How advisers can embrace AI tools without sacrificing human connection

Published Updated 5 Min Read

Kindel Media from Pexels

Can artificial intelligence make an impact in industries built on human connection? For client-facing roles like benefit and financial advisers, the thought of embracing AI may elicit some skepticism. But with the right approach, these tools can make a valuable impact. 

Ninety-eight percent of advisers believe that AI is transforming how advice is created for, delivered to, and consumed by clients, according to a 2023 study released by IT services and consulting company Accenture, which surveyed 500 licensed financial advisers in the United States and Canada. Eighty-three percent even believe AI will have a direct, measurable and consistent impact on the client-adviser relationship by early 2024.

Paola Peralta
Associate Editor

Paola Peralta is an Associate Editor at Employee Benefit News and has been with the team for five years. She is a proud UCF journalism graduate who got her start through a Dow Jones News Fund … Read full bio


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