How AI Can Help Financial Advisors Prioritize Clients and Boost Performance

Interesting research conducted by SB Insight on the 2025 Tech Trends. The findings indicate that, typically, financial advisors (FAs) spend just 17% of their working hours on client interactions, with administrative duties occupying the bulk of their time. In contrast, top-performing FAs devote 26% of their time to engaging with clients. The research underscores the potential benefits of integrating AI to reduce the administrative workload for FAs, allowing them to prioritize client interactions and improve their financial outcomes. Notably, industry leaders such as Morgan Stanley have showcased record growth of quarterly revenue through the implementation of AI technologies in their daily operations.