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October 5, 2025International Journal of Innovative Research in Engineering & ManagementOpen Access

Impact of GenAI on U.S. Financial Advisors: Re-skilling for Cost-Effective and Efficient Financial Analysis and Planning

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Authors

SJSatyadhar Joshi

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Overview

Review highlights AI's effect on financial analysis and planning, suggesting new skills for financial professionals.

Key Points

  • AI adoption automates 40-60% of routine financial tasks, leading to significant efficiency gains in advisory services.
  • Investment returns can rise by 3-5% due to improved financial modelling processes and outcomes from AI integration.
  • Emerging tools like ChatGPT and Claude achieve 70-82% accuracy in data analysis, enhancing risk assessment capabilities.
  • Financial professionals mastering AI collaboration techniques position themselves for competitive advantages in a changing industry.

Cite This Study

Satyadhar Joshi (2025) studied this question.

synapsesocial.com/papers/68e24e59d6d66a53c247307chttps://doi.org/10.55524/ijirem.2025.12.4.12
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