Artificial Intelligence Applications in Wealth Management 
Qian Jin

Chowbus Inc.,Chicago IL,60604；

Abstract: Against the backdrop of steady global economic development and continuous iteration of digital technologies, the integration of artificial intelligence with the wealth management industry has deepened. Summarizing the content of the national "14th Five-Year Plan," it is necessary to strengthen the implementation of digital technological innovation to promote the digital transformation and upgrading of wealth management institutions. In recent years, the digitalization process across various industries has accelerated, with wealth management institutions beginning to adopt new AI large model platforms. Additionally, multiple wealth management institutions have launched digital financial advisors, providing new directions for wealth management practices. Based on this, this paper will analyze the application of artificial intelligence in the wealth management field, offering support and assistance for innovative advancements in the sector.

Keywords: Artificial Intelligence; Wealth Management; digital technology

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