“The AI-powered investment firm,” a ThoughtLab global survey report developed in partnership with Grant Thornton, identifies the best practices of these AI leaders.
of executives across major investment markets said AI is critical to their firm's future
of those same executives are seeing the highest AI ROI
Align leadership around a clear Al strategy
Leading firms start with shared vision. They bring the C-suite together to define where AI fits into the business — and build a culture that empowers teams to rethink how work gets done.
Top strategy steps taken by leaders
Top culture steps taken by leaders
Equip your workforce for an AI-enabled future
As AI reshapes roles, leaders are rethinking talent. They invest in upskilling, build AI literacy programs and prepare teams to work alongside intelligent systems — not be replaced by them.
Build internships and apprenticeship programs with academic institutions
Develop strategies to attract, hire, and retain AI-literate talent
Provide ongoing AI training and learning events for employees
Build trust with strong AI governance
Leading firms embed risk, compliance and transparency into every phase of AI adoption, setting clear guardrails to manage risks and maintain stakeholder trust.
Modernize your tech foundation
Firms leading in AI success invest first in scalable, cloud-based systems and clean, connected data to ensure their infrastructure can support enterprise-wide innovation.
Top five data strategies of leaders
Reimagine operations for the future of autonomous AI
With GenAI and agentic AI evolving fast, leaders are rethinking business models by embedding AI into workflows to boost efficiency, scale insights and create new value.
Read the full report
See how wealth and asset managers are leveraging AI to improve business outcomes and enable tech for growth.
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