How AI is transforming financial decision-making, personalisation, and trust in financial services.
In this episode, STRAT7 research directors Jane Passey and Alex Johnston dive into their findings on how UK consumers are using AI to make financial decisions. Who they are, what they’re asking, and what it means for brands. This isn’t just another tech trend; it’s a revolution in how consumers seek guidance and make decisions about their money.
With insights from our recent report, AI: The financial advisor in everyone’s pocket, Jane and Alex reveal how AI is becoming a trusted tool for both quick wins and in-depth financial planning. They discuss the dramatic shift in consumer behavior and the surprising demographics that are turning to AI for advice.
The personalisation aspect is key to why people like using AI. It's important for financial services brands to think about how they can build in these sorts of dynamic tools.
Key highlights
- AI’s role in financial decision-making.
- Personalisation and tailored advice through AI.
- Trust levels in AI versus human advisors.
- Demographic differences in AI adoption.
- Impact of AI on traditional financial advice.
- Future trends in AI and financial services.
