Launches First-Of-Its-Kind AI-Based Synthetic Research Study For Global Wealth Management Industry

HCLTech released "Hidden In Pl(AI)n Sight", a synthetic research report based on 1,066 AI personas of senior wealth management decision-makers across 17 global markets.

Mon 28 Sep 2026

AI Personas Surveyed

1,066 AI personas of senior wealth management decision-makers

Geographic Coverage

17 global markets

Firms Requiring Operating Model Redesign

84%

Leadership Teams Pursuing AI Agenda

98%

Building Agentic AI Capabilities

Slightly more than 7%

What was announced

HCLTech issued a press release about the launch of a synthetic research report titled "Hidden In Pl(AI)n Sight" for the global wealth management industry. It is based on a survey of 1,066 representative AI personas modeled on senior wealth management industry decision-makers across 17 global markets.

Headline findings

• 84% of global wealth management firms believe their operating models require fundamental redesign to fully realize the promise of AI.
• 98% of leadership teams are actively pursuing an AI agenda, but only slightly more than 7% are actively building agentic AI capabilities.
• Only 12% are measuring the new revenue that such a redesign should produce.
• Nearly 80% believe future industry leaders will be those that best orchestrate AI, human expertise and ecosystem partners.
• Confidence levels: APAC 89%, North America 84%, Europe 38.3%.

Three blind spots identified

• Ambition blind spot: firms recognise the need for transformation but keep funding AI for efficiency gains.
• Execution blind spot: technology investment is not matched by investment in proprietary client data and insights.
• Strategy blind spot: firms track AI adoption but do not measure impact on growth, revenue and clients.

How it was done

The report was conducted in partnership with Evidenza. The methodology used AI at scale with human judgment at critical moments — subject matter experts were involved in persona design, research development and validation of findings. Company leaders described it as a new model for generating insights and a capability HCLTech intends to build more in-house.

Company context given

HCLTech states it has more than 223,000 people across 60 countries, with consolidated revenues for the 12 months ending June 2026 totaling $14.8 billion.

How investors may read it

This is a thought-leadership and marketing initiative aimed at the financial services vertical, especially wealth management and capital markets. It signals the company's positioning in AI advisory and services. No order, contract value, acquisition or financial impact is part of this release, so there is no direct change to revenue or earnings from this announcement itself.

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