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What does 2025 hold for AI in financial advice?

27 January 2025

Generative AI exploded into our collective consciousness in 2023 with the launch of tools like ChatGPT. In 2024, major tech firms sought to leverage its benefits, embedding artificial intelligence functionality into our laptops and smartphones with the expansion of tools like Google Gemini, Microsoft Copilot and Apple Intelligence. Within the advice profession too, several new technology suppliers have launched sector-specific services that help firms capitalise on AI to improve financial advice processes. Given the significant steps taken in the last two years, what does 2025 hold for AI?

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