Seismic State of Wealth Management 2025 Report
A $10 trillion opportunity. By 2030, the largest intergenerational wealth transfer in history will
reshape financial services and establish a market where firms attract the next generation of clients.
Seismic and Insights for Professionals surveyed 200 senior leaders across Europe to identify where
firms are confident, where they're falling behind, and how AI is transforming the landscape.
The results show a sector poised for growth but still facing challenges with execution.
How ready are you?
Despite progress, companies still struggle to deliver the
personalised, timely experiences
clients now demand.
Disconnected tools and manual processes continue to block
digital maturity.
France identifies personalisation as its biggest challenge at 73%
Manual processes impact 45% of UK firms
While half of all Germans are concerned about siloed platforms as an obstacle
The AI breakthrough
AI is no longer just an experiment. Firms view AI as the link to
smarter, more personalised engagement, but not everyone is
prepared to use it effectively.
46% don’t use AI effectively to engage next-gen clients
55% plan to increase AI investment within 18 months
54% see AI tools as their biggest opportunity to modernise
Get the full Seismic State of Wealth Management 2025 report
Explore the full dataset, insights, and Seismic's suggestions for
boosting your engagement strategies.
