Research Brief

The State of AI Adoption and Readiness in Asset and Wealth Management

What’s really happening with AI inside asset and wealth firms?

SS&C, in collaboration with Nicsa, surveyed the industry to uncover how firms are deploying AI, who owns the strategy and what separates progress from stalled pilots. Read the report where we’ll explore findings like these:

  • 74% say they are fully or moderately AI-ready, but outcomes tell a different story.

  • 35% still operate with informal or exploratory AI strategies.

  • 14% report no dedicated AI talent—how are projects moving forward?

Find out how asset and wealth firms are deploying AI today.