The wealthtech industry is deploying AI to create more efficient, bespoke, user-driven, and data-intensive portfolio management strategies, and to streamline analytics and administration. AI can be used in a vast number of ways, including to enhance benchmark assessments and enable novel ways of uncovering signals that may generate alpha, and it can leverage vast client and customer data to more finely tailor recommendations.

The AI in Wealthtech Field Guide outlines the key legal and regulatory considerations, strategic risk mitigants, and product guardrails to help set you up for success.

For more information about the field guide, please contact Amy Caiazza or any member of Wilson Sonsini’s Fintech and Financial Services practice.

Read The AI in Wealthtech Field Guide here.