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2026 Industry Benchmark Survey

The State of Wealth Advisory Operations, Data & AI

This benchmark survey measures operational maturity, advisor productivity, client onboarding efficiency, data readiness, and AI adoption across wealth management firms.

Start the Survey
  • Time to Complete Less than 5 minutes
  • Who Should Participate Wealth Professionals (RIAs, Broker Dealers, Family Offices)

Share your perspective Help shape the benchmark Receive the findings

Why this benchmark?

We know wealth management is changing. But what is actually changing inside wealth firms?

We hear a lot about AI, digital transformation and the future of advice. But the more fundamental questions often get less attention.

The 2026 State of Wealth Advisory Operations, Data & AI Benchmark survey by JIFFYAI, Ascentix Partners, and Fintech Intel is designed to explore those questions through the experiences of wealth management organizations themselves.

  • How much advisor capacity is consumed by administration?
  • Where does onboarding break down?
  • How fragmented is the technology environment?
  • Can firms trust the client data they rely on?
  • What does it really take to move from experimenting with AI to using it in production?

You share your perspective. The industry insight comes back to you.

Everyone who participates will receive the resulting 2026 State of Wealth Advisory Operations, Data & AI Benchmark Report, produced by JIFFYAI, Ascentix Partners, and Fintech Intel when it is published.

The report will provide an aggregated view of

  • Operational maturity
  • Advisor productivity
  • Onboarding efficiency
  • Data readiness
  • AI maturity
  • Strategic priorities

We're looking for perspectives from across wealth management.

Whether your firm is just beginning to explore AI or already has AI in production, your perspective adds to the picture. Survey responses will be analyzed in aggregate to identify industry-level trends and insights.

The objective isn't to evaluate individual firms. It's to understand the industry as a whole.

And a little 'thank you' from us

As a thank-you for taking the time to participate, selected participants will also have an opportunity to receive JIFFYAI goodies or gift vouchers.

Help shape the Benchmark

Your experience can help paint a clearer picture of where wealth management stands today—and where it's going next.

Start the Survey

About JIFFYAI

JIFFYAI helps wealth management firms unify data, uplift experiences, and unlock capacity through AI-powered solutions and Agentic AI capabilities designed for RIAs, Broker-Dealers, Family Offices, and Banks & Trusts.

Unify Data. Uplift Experiences. Unlock Capacity.

About Ascentix Partners

Ascentix Partners is a high-impact alliance of independent consulting firms focused on the wealth management space. They deliver coordinated, multi-disciplinary expertise that drives enterprise growth across every element of a successful enterprise strategy. Their capabilities encompass growth planning, M&A advisory, strategic finance, technology strategy & execution, private markets advisory, compliance & supervision as well as brand strategy & strategic communications.

Learn more at ascentix.com

About Fintech Intel

FinTech Intel is a global fintech ecosystem platform delivering news, market intelligence, industry insights, events and connections across the financial technology sector. Founded in 2018, FinTech Intel has rapidly established itself as a leading voice in fintech through its global news platform and internationally recognised awards programmes spanning the UK, Europe, US, Asia and MENA. Backed by over 20 years of experience in awards, media and industry intelligence, the brand combines modern fintech insight with deep-rooted industry expertise.

Learn more at fintech-intel.com