New York – September 28, 2026 -- Eighty-four percent of global wealth management firms say their operating models need a fundamental redesign to capture AI's full value, yet fewer than 10% report being prepared for that shift, according to a new HCLTech study.

The report, titled "Hidden In Pl(AI)n Sight," is based on a synthetic research methodology surveying 1,066 AI personas modeled on senior wealth management decision-makers across 17 global markets. It was produced in partnership with research firm Evidenza.