I, Advisor: Implementing AI Throughout the Client Journey

Anna Schneider

Senior Research Analyst

Anna Schneider researches and analyzes market data, conceptualizes and writes research reports, and presents research to relevant networks in international settings. Anna is focused on researching the Asian wealth management landscape. She is especially focused on the China’s financial services sector, including how it is impacted by disruptive technological, economic, legal, and regulatory developments, and the related implications for wealth management industries worldwide. Anna holds a double master’s degree in Chinese-European economic and business studies from the Southwestern University of Finance and Economics in Chengdu, China, and the Berlin School of Economics and Law in Germany. She also holds a bachelor’s degree in Asian studies and management from the University of Applied Sciences in Constance, Germany. Anna is fluent in English and holds an Advanced Certificate HSK 6 in Chinese. Her native language is German.

Recent research assignments and publications include the following:

Wealth Management in Asia
Mobile Apps for Wealth Management Benchmarking
Thinking Beyond the Crisis: Developing a Strategic Approach to Mobile Communication
I, Advisor: Implementing AI Throughout the Client Journey
Mobile Trading on the Rise - Background, Trends, and Relevance for Wealth Managers

Onawa Promise Lacewell, PhD

Director, Consulting

Onawa Promise Lacewell has a research focus on the impact of disruptive technologies on the financial services sector and on the client-facing technology that wealth managers use to support the digital experience of UHNW and HNW end clients. Specifically, she is interested in how wealth managers use digital portals and mobile apps to support the client experience of UHNW and HNW end clients. Onawa holds a PhD from the University of Missouri.

Recent research assignments and publications include the following:

Behind the Login of Wealth Management Client Portals
Benchmarking of Value-Added Services for UHNW clients
The Rising Popularity of Family Offices
AI Throughout the Wealth Management Lifecycle
UHNW Benchmarking

Featured Content:

Jan 21, 2020

This research discusses current trends in AI and the adoption for products and services spanning the wealth management lifecycle and provides practical use cases illustrating best practice implementations in wealth management.

Artificial Intelligence (AI) is everywhere lately. While the popular discussion surrounding AI often takes a sci-fi twist, industry applications are more solidly grounded, and AI is poised to change processes we now take for granted in the financial services industry, and in wealth management specifically. Practical AI applications are steadily finding their way into every part of the wealth management lifecycle. While the technology itself may seem new, years of data management and processing, yielding ever more sophisticated big data models, have set the stage for current AI applications. Intelligent algorithms are the natural progression of nearly a decade of technological innovation. AI apps are the basis for an increasing number of innovative use cases across the wealth management lifecycle, from personalized targeting and “smarter,” data-driven KYC checks to optimizing portfolio allocation and client communications.

Vendors reviewed include AlphaSense, Capacity, IBM, Kasisto, MioTech, Personetics, Sentieo, and Thinknum.

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