Making the Move: How Investment Firms are Bringing AI to the Front Office - Forbes
PushButton AI Team ·
Making the Move: How Investment Firms are Bringing AI to the Front Office - Forbes
70% of investment firms are now actively using AI in their front offices.
That stat probably feels like more pressure, not less.
Here's the thing nobody admits: most of those firms bought tools thei
70% of investment firms are now actively using AI in their front offices.
That stat probably feels like more pressure, not less.
Here's the thing nobody admits: most of those firms bought tools their teams barely touch either. The difference wasn't the tool. It was where they started.
You're not behind because you're tech-stupid. You're behind because the advice you've been given skips the most important step — matching the tool to a problem your team actually feels every day.
Investment firms cracked this by focusing AI on one repetitive, high-cost task first. Research summaries. Report drafting. Client data prep. One job. One win. Then they expanded.
That's the whole blueprint.
Find the one task your team does repeatedly that eats time and produces something someone reads once. That's your first AI target. Not a platform overhaul. Not a six-month rollout. One workflow.
You can identify that task this week without spending a dollar.
What's the AI tool you bought that quietly stopped getting used — and what problem were you actually trying to solve when you bought it?
