The latest technological advancements in AI such as LLMs and Knowledge graphs couldn’t have come at a more opportune moment for an overburdened and dated wealth management industry—and could change the game if applied strategically and with the proper support. AI-enabled digital assistants have the potential to serve as advisor co-pilots, assisting clients as they cruise through the bread-and-butter process lifecycle from prospecting, planning, onboarding, client meetings and client management operations, thereby transforming today’s broken experiences and manual efforts into a seamless, intuitive Amazon- or Uber-like experience for all stakeholders. Just like how you would ask your digital home assistant to “switch off the kitchen lights,” you can now interact with your Advisor Assistant to set up an RMD distribution for a client or initiate a simple beneficiary change.  The underlying demand for this kind of technological solution is uncharted, especially with trillions of dollars on the verge of transfer between generations, a complex and shaky financial and economic environment terrifying investors, and thousands of financial advisors on the precipice of retirement.