{"id":30073,"date":"2026-08-17T09:00:29","date_gmt":"2026-08-17T08:00:29","guid":{"rendered":"https:\/\/davies-group.com\/consulting\/?post_type=blog&p=30073"},"modified":"2026-08-14T13:16:19","modified_gmt":"2026-08-14T12:16:19","slug":"client-experience-wealth-management","status":"publish","type":"blog","link":"https:\/\/davies-group.com\/consulting\/blog\/client-experience-wealth-management\/","title":{"rendered":"AI and the Future Client Experience in Wealth Management"},"content":{"rendered":"","protected":false},"excerpt":{"rendered":"

AI has the potential to finally bridge the industry’s moat of inconvenience and radically alter the client experience.<\/p>\n","protected":false},"featured_media":30074,"parent":0,"menu_order":0,"template":"","format":"standard","meta":{"_acf_changed":false},"practices":[],"industries":[103],"capabilities":[],"class_list":["post-30073","blog","type-blog","status-publish","format-standard","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"\nAI and the Future Client Experience in Wealth Management - Davies<\/title>\n<meta name=\"description\" content=\"The client experience for clients of wealth managers today is a stark contrast to the experience that existed pre-RDR.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/davies-group.com\/consulting\/blog\/client-experience-wealth-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"AI and the Future Client Experience in Wealth Management - Davies\" \/>\n<meta property=\"og:description\" content=\"The client experience for clients of wealth managers today is a stark contrast to the experience that existed pre-RDR.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/davies-group.com\/consulting\/blog\/client-experience-wealth-management\/\" \/>\n<meta property=\"og:site_name\" content=\"Davies\" \/>\n<meta property=\"og:image\" content=\"https:\/\/davies-group.com\/consulting\/wp-content\/uploads\/2026\/08\/iStock-2037006388.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1711\" \/>\n\t<meta property=\"og:image:height\" content=\"612\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/davies-group.com\/consulting\/blog\/client-experience-wealth-management\/\",\"url\":\"https:\/\/davies-group.com\/consulting\/blog\/client-experience-wealth-management\/\",\"name\":\"AI and the Future Client Experience in Wealth Management - Davies\",\"isPartOf\":{\"@id\":\"https:\/\/davies-group.com\/consulting\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/davies-group.com\/consulting\/blog\/client-experience-wealth-management\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/davies-group.com\/consulting\/blog\/client-experience-wealth-management\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/davies-group.com\/consulting\/wp-content\/uploads\/2026\/08\/iStock-2037006388.jpg\",\"datePublished\":\"2026-08-17T08:00:29+00:00\",\"description\":\"The client experience for clients of wealth managers today is a stark contrast to the experience that existed pre-RDR.\",\"breadcrumb\":{\"@id\":\"https:\/\/davies-group.com\/consulting\/blog\/client-experience-wealth-management\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/davies-group.com\/consulting\/blog\/client-experience-wealth-management\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/davies-group.com\/consulting\/blog\/client-experience-wealth-management\/#primaryimage\",\"url\":\"https:\/\/davies-group.com\/consulting\/wp-content\/uploads\/2026\/08\/iStock-2037006388.jpg\",\"contentUrl\":\"https:\/\/davies-group.com\/consulting\/wp-content\/uploads\/2026\/08\/iStock-2037006388.jpg\",\"width\":1711,\"height\":612,\"caption\":\"Technology and financial advisory services concept. 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