Initial AI efficiency gains from point solutions are too small to affect the P&L. Real impact requires enterprise-wide workflow integration. This will first manifest as revenue growth—from increased client coverage and faster product development—before significant cost reductions are ultimately realized.
By automating administrative tasks that consume up to half of an advisor's time, AI can boost client capacity by 30-40%. This frees advisors to focus on trusted relationships, increasing their value in a complex world and expanding the market for high-quality human advice.
While tokenizing private assets gets attention, the most compelling near-term use cases are operational: enabling 24/7 collateral movement and freeing up idle corporate liquidity held 'just in case.' This unlocks significant capital efficiency, overshadowing the hype around private markets.