Q01 · AI & AgentsAssess◌ NewHorizon: 12-18 mo

Conversational AI for Wealth & Advisory

AI assistants supporting advisors and, increasingly, clients directly.

Advisor-facing copilots are ahead of client-facing ones, given suitability and fiduciary-duty obligations — direct-to-client conversational advice remains heavily constrained by regulation.

Commercial

From the Financial Services Emerging Technology & Innovation Radar, Edition 2026.1, published 2026-10-01.

An independent, industry-agnostic radar curated by Shailesh Kumar.