The case
According to McKinsey, AI is far more than simply a cost-saving tool for the financial industry and financial advisors, it will also be likely to prove to be fundamentally transformative.
Source: McKinsey & Company report “Superagency in the workplace: Empowering people to unlock AI’s full potential” (January 2025) and NZZ of 07.11.2025 pages 1, 17 and 22
The commentary
AI will redefine client expectations, reshape the advisor’s role and determine who is going to thrive in the market. All those who harness AI as a strategic lever rather than treating it as a buzzword and who clearly articulate their unique human value will be best positioned for success, while advisors who continue to rely on traditional models of data analysis and standardized advice will risk being left behind.
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