Advisors adopt AI for marketing while maintaining a mix of old and new methods

Advisors are increasingly incorporating artificial intelligence (AI) into their marketing strategies to stay competitive in today's digital landscape. However, many are also keeping traditional tactics like direct mail and personal interactions as part of their client engagement mix. The shift towards AI-driven tools is driven by several factors. These platforms can analyze large volumes of data quickly, allowing advisors to tailor their messages more effectively to individual clients' needs. For instance, AI can help in segmenting audiences based on various criteria such as investment prefer…