一项全球调查显示,金融规划者认为AI改进服务和咨询,但担心数据隐私风险。 Financial planners see AI as improving service and advice but worry about data privacy risks, a global survey shows.

近一半的金融规划者担心AI的数据隐私和安全风险, 但78%认为AI会改善客户服务, 60%认为会改善财务咨询质量。 Nearly half of financial planners are concerned about AI's data privacy and security risks, yet 78% believe AI will enhance client service and 60% think it will improve financial advice quality. 在小公司和大公司中,采用人工智能的比例最高,许多人认为这是降低成本和增加服务不足群体获得财务规划的机会的工具。 AI adoption is highest among small and large firms, with many seeing it as a tool to lower costs and increase access to financial planning for underserved groups. FPSB印度报告对全球6 200多名规划者进行了调查,该报告还强调,需要就AI数据分析和解释提供更好的培训。 The FPSB India report, which surveyed over 6,200 planners globally, also highlights the need for better training on AI data analysis and interpretation.