In collaboration with Coleman Parkes Research, we developed a comprehensive report for WiPro examining the transformative impact of artificial intelligence on the wealth management industry. This September 2024 study, "AI in Wealth Management: Navigating an Evolving Data-Driven Landscape," offers crucial insights drawn from extensive research involving 100 CXOs and their direct reports across US-based wealth management firms.

The report's design reflects the sophisticated and forward-looking nature of its content. Using a carefully crafted visual language combining deep purples, vibrant yellows, and electric blues, we created a cohesive narrative that guides readers through complex data and insights. The layout employs clear information hierarchies and dynamic data visualizations to make technical information accessible and engaging.

Beyond presenting statistics, the report provides actionable recommendations for wealth management firms navigating the AI landscape. These insights cover critical areas such as regulatory compliance, client experience enhancement, operational efficiency, and talent development. Through thoughtful organization and clear presentation, we've created a valuable resource that helps wealth management professionals understand and adapt to the rapidly evolving AI landscape.

Download the full report here.