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"The AI-Powered Investment Firm: From Insight to Action"

A practical roadmap to AI-driven performance

AI is no longer a future play — it’s reshaping how wealth and asset managers create value, serve clients, and drive performance. The AI-Powered Investment Firm Report, based on a global survey of 500 firms managing $74.2 trillion in assets, reveals what separates AI leaders from the rest: clear strategy, clean data, strong governance, AI-literate teams, and a shift toward agentic AI that augments human decision-making.

Yet many firms struggle to move beyond pilots and see meaningful ROI. That’s where Publicis Sapient helps you turn insight into action. Platforms like Sapient Bodhi create trusted, governed, cloud-ready data foundations, while Sapient Slingshot accelerates execution — modernizing systems, delivering digital capabilities in weeks, and enabling investment firms to run with confidence.

From portfolio optimization and personalized client experiences to risk modeling and reporting, the report gives you a clear roadmap for embedding AI across your business and unlocking measurable outcomes. Download the full report to benchmark AI maturity, overcome common barriers, and see how AI — powered by Sapient platforms — drives competitive advantage in 2026 and beyond.

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