NextWealth AI Lab
Welcome to AI Lab, a NextWealth community dedicated to helping wealth management firms harness the power of artificial intelligence for their business and careers. You can register your interest by completing the form.
Our research shows that AI, in all its guises, will be a given for 100% of clients, not an optional curiosity. It will improve quality, boost scale, lower the cost to serve and reduce cost to clients, widening access to advice.
Despite our optimism for the future role of AI in our sector, use cases are scarce. AI Lab, a membership group will bring leaders and thinkers together every quarter for a live event to help firms stay aware of the latest applications of this new technology:
- Share live use cases
- Learn from early adopters
- Overcome challenges
- Connect to find the best solutions
We will also track adoption and readiness to adopt AI in financial advice businesses and the tech firms that support those businesses through an AI Index.
NextWealth will host a launch event in May, hosted by Aviva. Speakers include:
- Heather Hopkins, Managing Director at NextWealth
- Alasdair Walker, Managing Director and Chartered Financial Planner at HA&W
- Andrew Storey, Group Innovation Director at EV
- Andre Costa, Former CEO and Co-founder atĀ Advicefront
- Ewan Mitchell, Machine Learning Team Lead at Aviva
- Felicia Meyerowitz-Singh, Co-Founder at Engage Smarter AI
- Matt Gosden, CEO at Engage Smarter AI
- Nicky Sevel, Co-Founder at Woven Advice
