How is AI shaping managed accounts? 

Artificial intelligence (AI) is rapidly becoming part of the managed account conversation as providers explore new ways to apply it across cyber security, participant engagement, sponsor reporting, and day-to-day operations. Our latest research looks at how managed account providers are using AI today and where they see the greatest opportunity ahead.

The findings reveal a clear pattern: providers are focusing on areas where AI can help enhance service, personalize communication, strengthen cyber and data security, and make reporting more actionable. At the same time, they are moving more cautiously in higher-stakes areas such as portfolio construction, where human expertise and oversight remain essential.

This paper explores the current state of AI adoption in managed accounts, including where it is already gaining traction and where providers are still testing the waters. It also highlights future opportunities for AI-powered chatbots, call center support, custom reporting, and participant engagement tools that can help deliver more relevant, timely, and accessible experiences.

Equally important, the report covers the safeguards we believe matter most. In a market where trust is critical, providers that use AI thoughtfully and responsibly may be best positioned to stand out.

Read the full paper to learn where AI is creating value today, the potential for what may come next, and what it could mean for the future of managed accounts.