Leveraging AI and Automation for Client Acquisition Executive Summary

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

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Mar 05, 2021

This research examines the common applications for automation and AI-driven technology in the wealth management client acquisition process and also addresses common challenges wealth managers face when using automation.

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