The capital markets industry is on the verge of a new transformation with the rise of Generative AI. This technology is expected to revolutionize front-office operations by automating data-intensive tasks and enhancing client engagement.

The global Generative AI market is projected to grow from USD 20.9 billion in 2024 to USD 136.7 billion by 2030, at a CAGR of 36.7%. In capital markets, nearly 60% of servicing activities, such as pre-boarding paperwork and loan contracts, involve manual processes. Generative AI can expedite these tasks by processing unstructured data more efficiently.

Generative AI is also reshaping wealth management, with more than 50% of US-based financial consultants adopting AI-powered CRM systems to strengthen client relationships. This whitepaper explores how Generative AI will drive alpha generation in investment management, improve personalization in wealth management, and optimize mutual fund sales strategies.

By leveraging platforms like Dataiku’s LLM Mesh, firms can ensure compliance, mitigate risks, and capitalize on AI-driven insights, positioning themselves as leaders in the next era of capital markets innovation.

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