Generative AI is rapidly reshaping how professionals work, offering new ways to increase efficiency, streamline tasks and enhance client service. As adoption grows across industries, financial services professionals are exploring how these tools can support their practices while maintaining trust and credibility with clients.

This MDRT survey examines awareness, usage, and perceptions of generative AI among U.S. financial professionals, alongside consumer attitudes toward using AI in financial planning, highlighting opportunities and considerations for integrating these tools into advisory workflows.