This eBook argues that generative AI is becoming the new baseline for wealth management as volatility, tighter margins, and rising client expectations make legacy, quarterly, reactive advisory models too slow and too manual. It explains how GenAI can augment advisors by automating analysis, synthesis, summaries, and follow-ups so they can deliver real-time insights, hyper-personalized recommendations, and proactive risk alerts, shifting from transactional servicing to transformational advising. It stresses that trust is the differentiator, requiring unified data, integrated systems, explainable and auditable AI, and strong governance. It then proposes high-impact use cases (KYC automation, portfolio optimization, client-ready reporting, retention analytics, and compliance transparency) and

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