The ‘augmented customer’ is reshaping financial advice in the AI era

One Agenda Digitale article says AI is changing financial consulting not just on the supply side, but on the demand side as well. Clients now arrive better informed, more autonomous and exposed to multiple sources before they even meet an advisor. That shifts the advisor's role away from simple product explanation and toward interpretation, validation and relationship management. For banks, wealth managers and professional services firms, the implication is that service models and customer journeys need to be redesigned around a more AI-literate client. It also creates a governance challenge, because firms must think about how AI influences advice quality and customer expectations. The article is less about technology deployment than about how AI changes the economics of trust.

Source: Agenda Digitale