AI Advisory for Wealth Managers
Navigate AI with Confidence and Clarity
AI is transforming wealth management, yet adoption often feels complex and uncertain. At Solve, we help firms move from “Are we ready?” to “Where can we win?” through a structured approach that turns awareness into action and delivers measurable outcomes.
Firms begin their AI journeys in different ways, but the path brings both opportunity and challenge: from understanding and prioritising use cases to choosing the right approach and executing effectively.
AI may already play a role in your business, but unlocking its full potential requires bold strategy and clear direction.
Our team brings extensive transformation and change experience specifically relevant to AI adoption. We’ve guided firms through complex technology transformations and understand the unique challenges of integrating AI capabilities into existing operations while ensuring meaningful business impact. We combine deep industry knowledge of the evolving AI provider landscape with practical delivery expertise.
Our AI Proposition
Our team is deeply engaged with the fast-moving market, listening to the industry to understand today’s challenges and tomorrow’s opportunities.
Whether you’re defining your AI strategy, evaluating vendors, or managing implementation, we work to understand your business drivers and remove barriers to adoption, ensuring your teams are well-equipped to maximize the benefits of your AI investments.
As part of our holistic advisory services, we can focus our support in five critical areas tailored to your stage in your AI adoption pathway.
Defining Your AI Roadmap
A structured two-part workshop designed to align AI opportunities with your business objectives.
- Move the conversation from readiness to strategic advantage
- Identify where AI can deliver the greatest impact
- Create a clear, actionable roadmap for implementation of AI
- Build, buy, or partner? We guide you through the options
Executive and senior leader awareness and insights
A half or full day workshop for your executive team or senior leaders to increase awareness, demystify the AI landscape in asset and wealth management and the art of the possible.
- Overview of the AI landscape including approaches to adoption strategies and use cases
- Demonstrations from carefully selected and appropriate vendors across the industry providing you with tangible insights across multiple use cases
- How to achieve ROI, learning from early adopters
AI Maturity Assessment
Understand your starting point to uncover gaps that could be holding you back and benchmark yourself against peers.
- Assess maturity across our six core pillars
- Engage senior leaders through focused interviews
- Provide clear messaging for executives, boards, and investors
Transformation & Adoption
Advising, and provide change management support to enable informed decisions on your AI approach, vendors and acting as execution partner.
- Lead and support execution, drawing on our extensive experience in delivering technology transformation within the wealth management sector
- Oversee and manage your implementation
- Reducing the risk of failed transformation through experience and structured change management
Governance and Risk Frameworks
Ensure AI adoption is safe, compliant, and well-governed, to answer the question “What does this look like in the new world?”.
- AI Governance Framework Development to define guardrails for responsible AI adoption and oversight
- Roles, Responsibilities & Accountability Design embedding accountability
- Training & Awareness Programmes deepening knowledge across all levels
- AI Risk Management Integration – designing AI risk taxonomies, linking to enterprise risk frameworks, and enhancing control libraries
- AI Governance Health Assessments – providing assurance you need
