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AI in action

As AI accelerates across the industry, wealth management leaders and advisors face a critical question: What’s actionable today and how do you prepare for the future?

By: Fidelity Investments
Updated: 7/2/2026
Key Takeaways
  • A practical, end-to-end look at AI in wealth management. Through insights from Fidelity’s Judy Lee and Andrew Brzezinski, this webinar blends market context, adoption data, and real-world use cases—giving viewers a clear picture of where AI stands today and where it’s heading next.
  • AI adoption is widespread but real impact is still developing. Roughly 70% of firms are using or piloting AI, yet most results remain incremental1. This suggests that many firms are still in the early stages of translating experimentation into measurable business value.
  • Immediate gains come from everyday workflow efficiency. The most proven use cases
    today—writing, meeting prep, note-taking, and summarization—are delivering consistent productivity boosts without requiring large-scale transformation.
  • Long-term advantage will come from data and strategy, not tools alone. As AI capabilities become commoditized, firms that win will be those with strong data strategies, thoughtful integration into workflows, and a clear understanding of their differentiated client value.
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  • For important information, see the full linked content.

1. The 2025 Fidelity AI Pulse Survey. This study was conducted during the period July 10, 2025, through August 11, 2025. It surveyed 730 wealth management industry professionals, including 189 advisors, 193 support and operations professionals, 137 RIA C-suite leaders (non-tech focus), 62 technology leaders/decision makers, 63 other leaders, 54 other affiliated roles, and 32 broker-dealer/home office professionals. The study explored utilization of generative artificial intelligence applications across various roles and functions within wealth management. Fidelity was identified as the sponsor and responses were collected via online survey by an independent firm not affiliated with Fidelity.

Views expressed are as of the date indicated, based on the information available at that time, and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the authors and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.

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