A smarter, faster future in wealth management with AI

TWO decades ago, British mathematician Clive Humby famously declared: “Data is the new oil.” Today, artificial intelligence (AI) serves as the refinery, transforming vast, unstructured data into powerful insights that are reshaping industries.

Although AI in financial services is not new – approaches like sentiment analysis, regression models and machine learning have been utilised since the 1980s – the pace of innovation and accessibility has dramatically increased. The advent of large language models, coupled with decreasing costs and an innovative approach to user experience, has turned AI from a niche tool into a democratised capability.

At the World Economic Forum 2025 in Davos, the Swiss Financial Innovation Desk highlighted AI’s role as the “brain of tomorrow’s financial systems” in its Pathway 2035 for Financial Innovation report.