The transformative power of AI, data and analytics for wealth advisors

Overview

From experiments to everyday use: AI that fits how advisors work.

Nick Leopard, CEO and founder ofAccordion, focuses on what makes AI useful in practice. He starts with readiness because results depend on clean data and a technology platform that supports real workflows. With that foundation in place, teams can apply AI to research and portfolio work in ways that save time and improve consistency.Nick notes that general partners and deal teams already run models alongside traditional analysis, which helps structure information and speed up routine tasks.

The takeaway for wealth advisors is straight forward. Strong data hygiene enables tools that surface insights faster and keep records accurate for clients. A resilient platform helps teams move from experiments to everyday use without breaking process or control. The payoff is better judgment supported by cleaner data and tools that fit how advisors work.

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"Everyone's talking about it. The key is finding practical use cases now. But what's more important is actually being AI ready for the future"

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For the full picture, download the 2025 AI Survey Report

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