Survey on AI Adoption and Readiness in Asset Management

This report presents the findings of a survey conducted by SS&C in collaboration with Nicsa, assessing the state of artificial intelligence (AI) adoption and readiness within the asset and wealth management sector. The survey, conducted in Q4 2025, reveals that a significant number of firms are actively deploying AI or are in various stages of piloting AI technologies. However, there is no consensus on best practices for implementation, with firms adopting diverse strategies for AI governance and project ownership. The report outlines the varying levels of readiness among firms regarding technology infrastructure and talent, emphasizing the importance of governance frameworks to manage risks associated with AI. Additionally, the survey highlights operational efficiency as a primary goal for AI initiatives, with workflow automation being the most common application. The findings indicate that while many firms recognize the potential of AI, challenges remain in defining clear strategies and effectively leveraging AI to enhance client experiences.