AI-Powered Personalization That Drives Growth in Asset Management

Learn how leading firms turn AI and data into smarter client engagement and measurable business results.

Download our 2025 whitepaper to see what’s next

What You’ll Learn

  • How to deliver hyper-personalized onboarding, portfolio design, and communications at scale
  • Practical ways to increase engagement with AI-driven recommendations, GenAI-powered reporting, and next-best-action tools
  • Steps to build secure, auditable AI workflows that meet compliance and governance standards
  • How targeted pilots and strategic partnerships can accelerate ROI in 3–6 months
  • Case studies from Vanguard, Amundi, and Invesco highlighting how these leaders are already scaling personalization with AI

Why now:

67%

of asset managers are already using AI/ML in some capacity, but only 11% describe their AI use as “heavy”, exposing a significant opportunity gap

80%

cite mass personalization as a top growth driver for the next 5 years

95%

of executives say digital, data, and AI capabilities will differentiate winners by 2025

49%

of wealth managers plan to use Generative AI to enhance client communications

$21.7B

projected market size for AI in Asset Management by 2034

Who It’s for:

  • C-suite leaders (CEO, CTO, CIO) in asset and wealth management
  • Heads of Distribution, Client Engagement, and Product Strategy
  • Data, AI/ML, and Digital Transformation leaders
  • Risk, Compliance, and Operations executives

Brought to You by DataArt

With 6,000+ experts across 40+ global locations, DataArt helps asset managers modernize infrastructure, deploy responsible AI, and scale personalization confidently.

Our asset management team delivers:

  • AI/ML-driven recommendation engines and data platforms
  • Generative AI integration and compliance-ready pipelines
  • Advisor copilots and portfolio personalization tools

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