We are pleased to announce the publication of ‘From data to value: AI and analytics in wealth management’, produced in partnership with LSEG Data & Analytics.

This paper explores how AI, advanced analytics, and real-time data are transforming wealth management. It examines the current state of data usage in the industry, and how leading firms are shifting from data consumption to value creation. It identifies the key enablers driving this transformation, how firms can measure ROI beyond cost reduction, and the challenges and risks that need to be managed. Finally, it outlines strategic priorities for firms that want to lead, rather than follow, in this area.

Amid rising client expectations, tightening margins, and increased regulatory scrutiny, wealth managers are moving beyond traditional dashboards and static reporting towards real-time, insight-driven decision support. As this report argues, wealth management has long been “data-rich but insight-poor”. That need not be the case any longer. Advanced analytics and AI now make it possible to convert previously passive data into personalised, predictive, and actionable intelligence – redefining how advisers engage their clients, manage their portfolios, and deliver value.

All those things are possible for firms committed to achieving them. But how can firms turn technology spend and data infrastructure into measurable ROI and genuinely impactful client outcomes? Can we move beyond ‘how much data can we hold or display’, to ‘what value are we bringing or extracting from our data?’

This report answers those questions. It finds that the “human-plus-machine” model, rather than a machine-only model, is essential. Wealth management firms must prioritise the ‘why’ of AI and advanced analytics – investing in data foundations, balancing human expertise with machine intelligence, reskilling their workforces, adopting flexible architectures, and embedding trust and security across their platforms.

The future belongs to those who not only keep pace, but define what ‘digital-first, client-centric wealth management’ will look like. The time to act is now.

Interested in reading ‘From data to value: AI and analytics in wealth management’? You can read the white paper online here.

About the WealthTech Insight Series (WTIS)
This research is part of The Wealth Mosaic’s WealthTech Insight Series (WTIS), an ongoing and
developing research process, mixing online surveys and interviews, and focused exclusively on technology in the wealth management sector across the world.

Rather than a one-off research process, the WTIS will seek to build an ongoing program of research among wealth managers of different types across the world on a broad range of technology and related topics, building up an aggregated knowledge base of both qualitative views and perspectives as well as quantitative data points.

Discover our white paper collection!

• Managing model portfolios on multiple platforms – read here
• Productivity and growth in wealth management – read here
• The quest to become the best – becoming the trusted wealth coach and adviser – read here
• The role of technology for recruitment and retention within wealth management – read here
• The European wealth playbook for growth – read here
• From survival to reinvention: the new playbook for technology spend in wealth management – read here

About The Wealth Mosaic
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry.

For wealth managers, the buy side of our marketplace, The Wealth Mosaic is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.

For solution providers and vendors, the sell side of our marketplace, The Wealth Mosaic exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.

Interested in discovering more? Read our reports!

• UK Toolkit 2025 – read here
• AI Toolkit 2025 – read here
• Client Experience Toolkit 2024 – read here
• US WealthTech Landscape Report 2024 – read here

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