AI Ideas for Wealth Management Services (+ AI Idea Generator)

woman holding a piggy bank


If you’re a marketing manager overseeing a wealth management business, you’re most likely looking at ways to make a significant impact with the power of AI.

The good news is that our custom AI solutions have helped many wealth management businesses like yours attract new website visitors and convert them into leads.

In this guide, you’ll find ideas for custom AI applications for your industry that our AI specialists can create. Contact us to inquire about building them for your website.

How to Use Our AI Idea Generator

Simply tell our assistant about your wealth management service or product, and it will provide you with various ideas for new AI tools that your customers can use. The more information you give it about your product or company, the better the ideas you’ll get.

Transform this chat into finished marketing materials: click for a

More AI Ideas for Wealth Management Professionals

Financial Wellness Chatbot

You can create an AI-driven chatbot that can serve as a virtual financial advisor. This chatbot can offer personalized guidance and advice to clients on various aspects of financial planning and wealth management.

Look at the Fineazy chatbot as an example of such a tool.

Market Insights Digest

Keeping up with market trends and conducting in-depth research can be daunting and time-intensive for wealth management professionals. Why not have an AI give your clients all the insights they need in one place? Doing so will increase your time on the page, and your client team will have access to a wealth of information to share with their existing and prospective clients.

Domo is an AI tool that is used by many financial businesses for data analysis and integration.

 AI-Powered Prospect Profiler

Offer a tool to your clients to improve their new business efforts by training an AI to analyze vast amounts of data from various sources and identify high-potential prospects for wealth management services. You can develop the tool to provide insights into individuals’ income levels, investment behaviors, life events, and financial goals.

You can then offer this tool to your team to enable them to improve their outreach efforts, tailoring their messaging and communication strategies to resonate with each prospect’s specific needs and preferences.

For an example of such an AI application, check out’s prospect tool.

 AI Regulatory Compliance Checker

How does your team overcome the challenge of ensuring compliance in an ever-changing and complex landscape? You can create an AI that will automate the review of client accounts and transactions, flagging potential issues and providing guidance on adherence to regulations.

Many financial services businesses use AI tools like this to review client accounts automatically for regulatory compliance, giving your clients peace of mind.

Here is an excellent example of a regulatory compliance and risk management tool that uses AI to map a regulatory environment with internal policies, procedures, and controls.

AI Client Engagement Assistant

This is a great addition to a chatbot. When it comes to wealth management professionals, building and maintaining client relationships is key. As a marketing manager, what can you bring to improve these relationships? You can train an AI to deliver tailored communications, updates, and recommendations to each client based on their preferences and financial goals.

Learn more about how companies use AI to improve their customer service here.

At Media Shower, we’re the experts on using AI for marketing. Contact us to inquire about building these AI tools for your website.