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Temenos/Forbes Insights report - AI and the Modern Wealth Manager – Latin America

2018 Forbes Insights/Temenos global survey ‘AI and the Modern Wealth Manager’ – LATAM results

As digital wealth technology including artificial intelligence (AI) increasingly finds its way into the hitherto traditional world of wealth management, a new balancing act has emerged that will define the future of the industry: an advisory service that blends man and machine to give a better service and improved results for increasingly tech-savvy high-net-worth individuals (HNWI) and newly affluent clients.

To better understand how digital wealth technology is playing out on the ground and where the technology is leading, Temenos and Forbes Insights surveyed 310 wealth managers (WMs) and high-net-worth individual investors across the globe about their acceptance and use of digital wealth technology including AI in wealth management. Of the total number of respondents, 27 per cent came from Latin America.

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Temenos/Forbes Insights Report - AI & the Modern Wealth Manager - Latam Results

How digital wealth technology is helping a young industry grow in Latin America

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