AI Wave
McKinsey Report: AI Reshapes Wealth Management Customer Experience, Robo-Advisory and Human Advisor Collaboration Becomes Mainstream
2026-08-05 15:13:06
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The latest McKinsey report points out that generative AI is comprehensively changing the wealth management industry, especially with customer service models showing an 'AI + human' collaborative trend. Investors expect both instant, intelligent online consultations and deep interaction with human advisors at key decision-making moments. The report predicts that by 2028, over 30% of global wealth management customer interactions will be AI-led, but trust and transparency remain key to implementat
