Technology adoption in wealth management faces key barriers such as resistance to change, inadequate training, weak value propositions, rapid innovation, and low confidence in functionality. Advisors often struggle to see immediate benefits, leading to underuse. Solutions include providing multi-dimensional training, aligning tools with advisor workflows, and reinforcing confidence in GenAI functionality. Vendors must offer user-centric designs, streamlined interfaces, and flexible integrations. Firms that support adoption with clear use cases, internal champions, and iterative feedback loops are more likely to drive engagement and long-term success.

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