Leveraging AI and Automation for Client…

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.

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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