Ashley Longabaugh

Wealth management firms face a rapidly evolving landscape: from digital transformation and legacy modernization to the opportunities and challenges presented by Generative and Agentic AI. How are firms prioritizing technology investments, and which innovations will deliver the greatest impact? Join our webinar, Dimensions Wealth Management: IT Pressures and Priorities 2026, where our experts, Ashley Longabaugh and Nicolas Michellod, will reveal the results of 2026 IT Dimensions survey.

Our Dimensions survey provides granular insights into technology investment priorities. It helps wealth management institutions track IT spending and innovation trends. Compliance and customer experience enhancement remain foundational, cited by half of wealth management firms' executives as core priorities. Firms are also pursuing product innovation/enhancement, while being committed to operational efficiency and reduction in expenses.

This snap poll explores how wealth management leaders are approaching rapidly evolving technologies, including GenAI and Agentic AI. Its aim is to provide a timely snapshot of industry priorities, challenges, and use cases, helping Celent clients benchmark progress and identify emerging opportunities. Key findings indicate that AI is set to redefine the advisor role, enabling insight-driven, highly personalized engagement while advisors focus on judgment and relationships.