A new HCLTech study finds 98% of wealth management leadership teams are pursuing AI, but only 7% are building agentic AI capabilities. While 84% believe their operating models need fundamental redesign, just 12% measure the new revenue such changes should generate. The research highlights blind spots in ambition, execution, and strategy.
98% of Wealth Firms Pursue AI, But Few Build Agentic AI
Source: Business Today