Leveraging AI and Automation for Client Acquisition

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Katrina Pirner

Senior Research Analyst

Katrina Pirner has a research focus on financial regulation and the digital transformation within the private wealth management industry. Katrina previously worked in research and investor relations at North America-based financial institutions, including Clarus Securities, Height Securities, and Citco Fund Services. Katrina also acquired experience in EU regulations while completing an internship in Brussels with FIPRA International, a public affairs firm. She holds a bachelor of arts in economics from the University of Toronto and a master of arts in international relations and international economics from Johns Hopkins University.

Recent research assignments and publications include the following:

Digital Education Tools for Financial Literacy
Client Segmentation: How Wealth Managers Can Capitalize On Emerging Demographic Shifts
Regtech Solutions for KYC
US Data Protection Regulation

Client acquisition is a pain point for many wealth managers as prospecting remains time consuming, expensive, and mostly manual. Automating client acquisition workflows—specifically focusing on marketing automation—can help ease this pain by reducing the repetition in sales tasks, by increasing the number of “warm” leads, and by decreasing overall client acquisition costs.

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Oct 06, 2025 Vendor View: Evolving the Wealth and Asset Management Service Model Sponsored Video In a rapidly shifting landscape where client expectations are shaped by digital convenience and personalized service, wealth and asset management firms face a critical question: how do we deliver exceptional service across an increasingly diverse client base? The answer lies in embracing hybrid service models that combine the human touch with digital flexibility. This webinar will explore how leading firms are rethinking service delivery to accommodate generational differences, evolving communication preferences, and the need for operational efficiency. Participants will gain insight into how to craft a hybrid model that not only improves client experience but also scales sustainably. We'll discuss practical examples of how hybrid delivery, ranging from high-touch human service to low-touch self-service, can be orchestrated through thoughtful workflow design, role specialization, and strategic use of technology.Forget the binary of self-service versus high-touch humans. The future is a spectrum, and success depends on how well firms adapt their service models to meet clients where they are.Key Takeaways: Why hybrid service is the future: Understand the shifting expectations of different client segments and why a one-size-fits-all model no longer works.Human + Tech = Scalable Personalization: Learn how firms can pair human expertise with digital tools to create tailored client journeys without overwhelming operational capacity.Meeting clients where they are: Explore strategies to align service models with generational preferences, from digital-native Gen Z to high-touch baby boomers.Operational readiness: Discover what infrastructure, workflows, and staffing strategies support a flexible hybrid model from onboarding through ongoing servicing.Real-world examples: See how innovative firms are designing service tiers and communication options to deepen relationships while improving efficiency. Sep 08, 2025 Investment Data Platforms Report As today's investment management firms face increasing pressure to deliver analytics and AI-ready data to meet modern business needs, they often find that their legacy data platforms struggle to manage data effectively.