At a glance
- The figure is evidence of demand for a convenient way to find information, the essay says.
- A question Indy answers is not necessarily a call avoided, the essay says.
- For practice leaders comparing AI tools, the essay's practical test is whether answers are reliable and whether a person can take over when a situation is unusual.
Cambridge's AI assistant Indy has answered over 100,000 questions from associates and advisors since it launched, according to an essay published Nov. 11 in Wealth Solutions Report.
The figure is evidence of demand for a convenient way to find information, the essay says. It argues the more meaningful test is whether a tool gives people reliable answers and gives teams capacity for complex conversations and support needs. A question Indy answers is not necessarily a call avoided, the essay says. It may be time returned to an associate or advisor, or a chance for a service team to focus where its expertise matters most.
For practice leaders comparing AI tools, the essay's practical test is whether answers are reliable and whether a person can take over when a situation is unusual. It also draws a line at client conversations — whether a family can afford to help parents, what happens with an earlier retirement, how to discuss an inheritance — where the essay says technology can help prepare but cannot read what a decision means to someone the way a person can.
Reported by the Practice management desk from Wealth Solutions Report. Published . Corrections