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With over 25 years of experience in the wealth management industry, Denis Gauthier shares his perspective on how the industry must evolve, and why platforms like Sofistic.AI are essential for the next chapter of client service and advisory excellence.

Rather than overwhelming advisors with more data, smart systems distill complexity into clear, context-rich prompts—like a nudge to check in with a client who may be approaching a major life event.

The future of wealth management blends AI-driven insights with personalized financial advice, reshaping the role of advisors and transforming client relationships.