Oct 6, 2026 · 6 min · 8 segments
Welcome to AI Today in 5, the newest addition to the Compliance Podcast Network. Each day, Tom Fox will bring you 5 AI stories to start your day. Sit back, enjoy a cup of morning coffee, and listen in…
Tom FoxHost
Our lead story today comes to us from the Fintech Global, which asks, personalization has become table stakes.
So what will the next development be? Obviously, the demand is there, and data analytics, AI, and direct indexing means wealth managers can go further and standardize model portfolios to build products that meet a client's specific financial goals, risk profile, values, and life stage.
However, this has created a landscape where firms can no longer entice customers with the possibility of personalization, as most competitors are already doing the same.
Personalization is becoming increasingly accessible and it's becoming increasingly expected.
Our lead story today comes to us from the Fintech Global, which asks, personalization has become table stakes.
So what will the next development be? Obviously, the demand is there, and data analytics, AI, and direct indexing means wealth managers can go further and standardize model portfolios to build products that meet a client's specific financial goals, risk profile, values, and life stage.
However, this has created a landscape where firms can no longer entice customers with the possibility of personalization, as most competitors are already doing the same.
Personalization is becoming increasingly accessible and it's becoming increasingly expected.
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