Moving Beyond the AI Pitch: Asset Managers' use of AI - Mercer
PushButton AI Team ·
Moving Beyond the AI Pitch: Asset Managers' use of AI - Mercer
55% of firms are using AI. The other 45% are watching and waiting.
Here's the part nobody tells you: the 55% didn't start with a massive rollout. They started with one thing that worked.
You're not
55% of firms are using AI. The other 45% are watching and waiting.
Here's the part nobody tells you: the 55% didn't start with a massive rollout. They started with one thing that worked.
You're not behind because you're slow. You're behind because everyone sold you a platform when you needed a process. That $200/month tool collecting dust? That's not your failure. That's a solution without a problem attached to it.
Mercer's latest research on AI in asset management reveals something worth borrowing. The firms seeing real results picked one specific workflow — reporting, research, client communication — and proved value there first. Not everywhere. One place.
That's the actual playbook. Not AI strategy. Not digital transformation. One repetitive task your team hates doing, automated well enough to save five hours a week.
That's your first win. Measurable. Low risk. Fast enough to show results in 30 days without touching anything that already works.
Find the one task in your business that happens every week, eats time, and follows the same pattern every time. That's where AI earns its place.
What's the one workflow in your business you'd eliminate tomorrow if you could?
Mercer's 2026 AI in Asset Management Survey shows adoption is real but uneven: 55% of asset managers report AI is integrated in at least one of their ...
