The financial services sector is no stranger to transformation, but few forces have the potential to redefine roles and relationships quite like artificial intelligence. According to Arizent’s Unleashing the Power of AI report, while awareness of ChatGPT is widespread among finance professionals (with three-quarters having used it), deeper knowledge of other generative AI tools remains limited. Yet the report is clear: the opportunity for AI to enhance—not replace—jobs in banking and wealth management is real and growing.
At interVal, we believe that AI, when applied thoughtfully, can be a powerful extension of human expertise—especially in wealth advisory roles. Rather than removing the personal touch that defines trusted advisor-client relationships, tools like interVal help elevate those conversations by delivering data-driven insights and empowering advisors to spend more time on strategic guidance.
Only 37% of financial institutions surveyed are currently implementing AI technologies, and most of that adoption is concentrated within large national institutions. For smaller institutions and individual advisors, there’s hesitancy—driven by concerns around accuracy, ethics, and preserving that essential human connection. But the report also shows that 76% of professionals believe AI will restructure roles without eliminating them, and more than a third (36%) think it will actually create new jobs.
In other words, AI isn’t replacing advisors. It’s reshaping what great advice looks like.
interVal uses AI and automation to transform complex financial data into ongoing, easy-to-understand insights for business owners and their advisors. For wealth advisors, this means you no longer need to wait for a business owner to mention a liquidity event or a succession concern. With interVal, you have real-time visibility into valuation trends, cash flow health, and key opportunities—proavtivley before your client brings up the topic, and more importantly, while there is still time to change the outcome.
This visibility is essential in a world where business owners increasingly expect advisors to deliver more personalized, timely, and strategic advice. Instead of retroactively reacting to financial events, advisors using interVal can lead with insights—strengthening trust, deepening relationships, and opening doors to new planning conversations.
As the Unleashing the Power of AI report highlights, there is a large educational gap in how generative AI tools are understood across the industry. interVal helps bridge that gap by delivering AI-powered intelligence in a way that doesn’t require technical expertise to use. Wealth advisors don’t need to become data scientists or AI specialists—they just need to know how to ask the right questions, and interVal helps them find the answers faster.
In fact, by integrating seamlessly into existing workflows and advisor-client conversations, interVal acts as a translator between complex financial data and actionable advice. It enables advisors to do more of what they do best: guide, plan, and support clients with context and confidence.
While the financial world carefully navigates the future of AI, optimism is high. AI isn’t about eliminating human connection—it’s about enhancing it. As Janet King, Vice President of Arizent Research, put it, “Professionals see AI as enhancing their jobs and creating new ones, as opposed to replacing headcount.”
That’s the vision interVal shares. Our platform isn’t here to replace the wealth advisor. It’s here to free them from administrative burden, navigate them through proactive conversations, and enable deeper client impact. In a rapidly evolving landscape, interVal helps advisors stay relevant, ready, and rooted in what matters most: meaningful client relationships.