Financial Advisors

When Your Financial Advisor Uses AI: What It Means for Your Privacy Financial advisors have always used data to understand their clients. But now, many are turning to artificial intelligence to sharpen their marketing and client management. A recent report in The Globe and Mail highlighted how AI can give advisors a marketing edge—but warned that privacy rules need close attention. For clients, this raises an important question: what happens to your personal financial information when your advisor uses AI tools? ...

Using AI for Marketing? Don’t Forget Privacy Rules Financial advisors are under growing pressure to adopt AI tools for marketing. Personalized email campaigns, chatbots that qualify leads, and predictive analytics can all help firms stand out. But a recent article in The Globe and Mail warns that this edge comes with a catch: privacy regulators are watching more closely than ever. If you use customer data to train AI models or to segment audiences without proper consent, you risk fines and reputational damage. ...