2031 年智能顾问市场报告(按细分市场、地域、动态、最新发展和战略洞察)

  • Report Code : TIPRE00014588
  • Category : Technology, Media and Telecommunications
  • No. of Pages : 150
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Smart Advisor Market Strategies and Share 2031

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智能顾问市场规模预计将从 2023 年的 59.5 亿美元增至 2031 年的 333.9 亿美元。预计 2023-2031 年期间市场复合年增长率将达到24.1%。基于人工智能驱动的洞察力的个性化规划很可能仍是市场的主要趋势。

 

智能顾问市场分析

 

近年来,在人工智能 (AI) 和机器学习 (ML) 技术创新的推动下,智能顾问市场取得了显着增长。数字平台的普及率不断提高以及移动设备的广泛普及等因素正在推动智能顾问市场的增长。预计BFSI行业的需求不断增长将为未来几年全球智能顾问市场提供增长机会。

 

智能顾问市场概览

 

Smart Advisor 是一个投资者沟通数字平台,可帮助财务顾问更有效、更高效地沟通。Smart advisor 是一个交付系统,使投资专业人士能够访问相关文件并将其交付给投资者,以进行营销、销售、合规和监管沟通。Smart Advisor 使顾问能够将任何文件传输给客户,从而为企业节省了大量的时间和金钱。

 

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智能顾问市场:战略洞察

智能顾问市场
  • Smart Advisor Market
    复合年增长率(2023 - 2031)
    24.1%
  • 2023 年市场规模
    59.5 亿美元
  • 2031年市场规模
    333.9亿美元

市场动态

增长动力
  • 数字平台的采用日益广泛,移动设备的普及率大幅提升。
未来的趋势
  • 基于人工智能驱动的洞察的个性化规划
机会
  • BFSI行业需求不断增长

关键人物;主力;重要一员

  • 人工解决方案
  • 创意虚拟私人有限公司
  • CX公司
  • 易加恩公司
  • IBM 公司
  • iDAvatars(IDA)
  • 伊万蒂
  • 下一代 IT 公司
  • Nuance 通讯公司
  • Speaktoit 公司

区域概况

Smart Advisor Market
  • 北美
  • 欧洲
  • 亚太
  • 南美洲和中美洲
  • 中东和非洲

市场细分

Smart Advisor Market奉献
  • 软件和服务
Smart Advisor Market应用
  • 投资建议和客户支持
Smart Advisor Market终端使用行业
  • 金融保险业协会
  • 卫生保健
  • 零售与电子商务
  • 消费类电子产品
  • 教育
  • 政府
  • 酒店业
  • 其他的
  • 示例 PDF 通过定性和定量分析展示了内容结构和信息的性质。

 

 

智能顾问市场驱动因素和机遇

 

 

数字化平台的采用日益增多,有利于市场

 

在技​​术驱动的世界中,采用智能和智能化的财务管理方法是必要的。在这种情况下,金融咨询行业正日益转向智能金融服务。这种需求也在很大程度上推动了全球智能顾问市场的增长。此外,数字化转型改变了金融行业的运作方式。金融行业越来越多地采用数字平台,这增加了消费者对智能顾问的接受度。通过采用智能顾问,组织可以提高客户满意度、提高参与度并满足当今精通数字技术的消费者不断变化的需求。

 

BFSI 行业需求不断增长

 

如今,由于日程繁忙和其他专业任务,消费者没有时间管理自己的财务。评估财务目标、寻找合适的产品以及对各种资产进行适当的分配需要特定的专业知识和技能,而普通人可能无法做到这一点。此外,财务规划是一个动态过程,由于市场情况的变化,需要高度关注。由于财务规划需要时间和注意力,为了满足未来的需求,许多人越来越多地采用智能顾问解决方案。

 

智能顾问市场报告细分分析

 

有助于得出智能顾问市场分析的关键部分是产品、应用和最终用户行业。

  • 根据产品,智能顾问市场分为软件和服务。2023 年,软件部分占据了更大的市场份额。
  • 根据应用,市场分为投资建议和客户支持。投资建议部分在 2023 年占据了更大的市场份额。
  • 就终端使用行业而言,市场细分为 BFSI、医疗保健、零售和电子商务、消费电子、教育、政府、酒店等。BFSI 部门预计在预测期内以最高复合年增长率增长。

 

智能顾问市场份额(按地区)分析

 

智能顾问市场报告的地理范围主要分为五个地区:北美、亚太、欧洲、中东和非洲、南美和中美。

北美智能顾问市场是一个快速增长的行业,其驱动力来自技术进步以及对个性化和高效客户体验日益增长的需求。北美包括美国和加拿大等国家,以其强大的技术基础设施和高数字解决方案采用率而闻名。北美已被确定为智能顾问技术采用率较高的地区,尤其是在软件领域该地区拥有成熟的人工智能和机器学习技术市场,而这些技术是智能顾问系统的支柱。

 

智能顾问市场报告范围

报告属性细节
2023 年的市场规模59.5亿美元
2031 年市场规模333.9亿美元
全球复合年增长率(2023 - 2031)24.1%
历史数据2021-2022
预测期2024-2031
涵盖的领域通过奉献
  • 软件和服务
按应用
  • 投资建议和客户支持
按最终用途行业
  • 金融保险业协会
  • 卫生保健
  • 零售与电子商务
  • 消费类电子产品
  • 教育
  • 政府
  • 酒店业
  • 其他的
覆盖地区和国家北美
  • 我们
  • 加拿大
  • 墨西哥
欧洲
  • 英国
  • 德国
  • 法国
  • 俄罗斯
  • 意大利
  • 欧洲其他地区
亚太
  • 中国
  • 印度
  • 日本
  • 澳大利亚
  • 亚太其他地区
南美洲和中美洲
  • 巴西
  • 阿根廷
  • 南美洲和中美洲其他地区
中东和非洲
  • 南非
  • 沙特阿拉伯
  • 阿联酋
  • 中东和非洲其他地区
市场领导者和主要公司简介
  • 人工解决方案
  • 创意虚拟私人有限公司
  • CX 公司
  • 易加恩公司
  • IBM 公司
  • iDAvatars(IDA)
  • 伊万蒂
  • 下一代 IT 公司
  • Nuance 通讯公司
  • Speaktoit 公司
  • 示例 PDF 通过定性和定量分析展示了内容结构和信息的性质。

 

 

智能顾问市场新闻和最新发展

 

智能顾问市场通过收集一手和二手研究后的定性和定量数据进行评估,其中包括重要的公司出版物、协会数据和数据库。以下列出了智能顾问市场的一些发展情况:

  • 领先的数字投资平台 Betterment 最近推出了专为财务顾问量身定制的全新 Tax-Smart Transitions 功能。这项新产品旨在简化和优化顾问及其客户在投资组合转换时的税务转换流程。Betterment 开发的 Tax-Smart Transitions 功能利用先进的算法和税务优化策略,将投资组合转换期间的税务影响降至最低。顾问现在可以无缝转换客户的投资,同时考虑税务影响,从而确保流程更高效、更具成本效益(来源:Betterment,新闻稿,2023 年 6 月)
  • 领先的科技公司 GrainFox 最近推出了其创新的智能顾问平台。该平台利用机器学习和人工智能技术为用户提供先进的咨询服务。该平台的推出标志着该公司致力于为客户提供尖端解决方案的重要里程碑。GrainFox 开发的智能顾问平台旨在为各个行业的用户提供个性化的建议和指导。通过检查大量数据并利用复杂的算法,该平台可以提供有价值的见解和可操作的建议,帮助用户做出明智的决策。(来源:GrainFox,新闻稿,2023 年 2 月)

 

智能顾问市场报告覆盖范围和交付成果

 

“智能顾问市场规模和预测(2021-2031)”报告对市场进行了详细分析,涵盖以下领域:

  • 智能顾问市场规模及全球、区域和国家层面所有主要细分市场的预测
  • 智能顾问市场趋势以及市场动态,如驱动因素、限制因素和关键机遇
  • 详细的 PEST/波特五力分析和 SWOT 分析
  • 智能顾问市场分析涵盖主要市场趋势、全球和、主要参与者、法规和最新市场发展
  • 行业格局和竞争分析,涵盖市场集中度、热图分析、知名参与者以及智能顾问市场的最新发展
  • 详细的公司简介
Report Coverage
Report Coverage

Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends

Segment Covered
Segment Covered

This text is related
to segments covered.

Regional Scope
Regional Scope

North America, Europe, Asia Pacific, Middle East & Africa, South & Central America

Country Scope
Country Scope

This text is related
to country scope.

Frequently Asked Questions


What would be the estimated value of the smart advisor market by 2031?

The global smart advisor market is projected to reach US$ 33.39 billion by 2031.

What are the future trends of the smart advisor market?

Personalized planning based on AI-driven insights is anticipated to play a significant role in the global smart advisor market in the coming years.

Which are the leading players operating in the smart advisor market?

The leading players operating in the smart advisor market are Artificial Solutions, Creative Virtual Pvt. Ltd., CX Company, eGain Corporation, IBM Corp, iDAvatars (IDA), Ivanti, Next IT Corporation, Nuance Communications Inc., Speaktoit Inc., 24/7 Customer Inc, Broadridge, Genesys, AMETEK Surface Vision, Tencent Cloud., Oracle, Smart Advisors Group, Temenos, Microsoft, and GrainFox.

What are the driving factors impacting the global smart advisor market?

The major factors driving the smart advisor market are the increasing adoption of digital platforms and the huge penetration of mobile devices.

What is the expected CAGR of the smart advisor Market?

The global smart advisor market is expected to grow at a CAGR of 24.1% during the forecast period 2024 - 2031.

Which region dominated the smart advisor market in 2023?

North America is expected to dominate the market in 2023

The List of Companies

1. [24]7. ai, Inc
2. Artificial Solutions
3. Creative Virtual Pvt. Ltd.
4. CX Company
5. eGain Corporation
6. IBM Corp
7. iDAvatars (IDA)
8. Ivanti
9. Next IT Corporation
10. Nuance Communications Inc.

The Insight Partners performs research in 4 major stages: Data Collection & Secondary Research, Primary Research, Data Analysis and Data Triangulation & Final Review.

  1. Data Collection and Secondary Research:

As a market research and consulting firm operating from a decade, we have published and advised several client across the globe. First step for any study will start with an assessment of currently available data and insights from existing reports. Further, historical and current market information is collected from Investor Presentations, Annual Reports, SEC Filings, etc., and other information related to company’s performance and market positioning are gathered from Paid Databases (Factiva, Hoovers, and Reuters) and various other publications available in public domain.

Several associations trade associates, technical forums, institutes, societies and organization are accessed to gain technical as well as market related insights through their publications such as research papers, blogs and press releases related to the studies are referred to get cues about the market. Further, white papers, journals, magazines, and other news articles published in last 3 years are scrutinized and analyzed to understand the current market trends.

  1. Primary Research:

The primarily interview analysis comprise of data obtained from industry participants interview and answers to survey questions gathered by in-house primary team.

For primary research, interviews are conducted with industry experts/CEOs/Marketing Managers/VPs/Subject Matter Experts from both demand and supply side to get a 360-degree view of the market. The primary team conducts several interviews based on the complexity of the markets to understand the various market trends and dynamics which makes research more credible and precise.

A typical research interview fulfils the following functions:

  • Provides first-hand information on the market size, market trends, growth trends, competitive landscape, and outlook
  • Validates and strengthens in-house secondary research findings
  • Develops the analysis team’s expertise and market understanding

Primary research involves email interactions and telephone interviews for each market, category, segment, and sub-segment across geographies. The participants who typically take part in such a process include, but are not limited to:

  • Industry participants: VPs, business development managers, market intelligence managers and national sales managers
  • Outside experts: Valuation experts, research analysts and key opinion leaders specializing in the electronics and semiconductor industry.

Below is the breakup of our primary respondents by company, designation, and region:

Research Methodology

Once we receive the confirmation from primary research sources or primary respondents, we finalize the base year market estimation and forecast the data as per the macroeconomic and microeconomic factors assessed during data collection.

  1. Data Analysis:

Once data is validated through both secondary as well as primary respondents, we finalize the market estimations by hypothesis formulation and factor analysis at regional and country level.

  • Macro-Economic Factor Analysis:

We analyse macroeconomic indicators such the gross domestic product (GDP), increase in the demand for goods and services across industries, technological advancement, regional economic growth, governmental policies, the influence of COVID-19, PEST analysis, and other aspects. This analysis aids in setting benchmarks for various nations/regions and approximating market splits. Additionally, the general trend of the aforementioned components aid in determining the market's development possibilities.

  • Country Level Data:

Various factors that are especially aligned to the country are taken into account to determine the market size for a certain area and country, including the presence of vendors, such as headquarters and offices, the country's GDP, demand patterns, and industry growth. To comprehend the market dynamics for the nation, a number of growth variables, inhibitors, application areas, and current market trends are researched. The aforementioned elements aid in determining the country's overall market's growth potential.

  • Company Profile:

The “Table of Contents” is formulated by listing and analyzing more than 25 - 30 companies operating in the market ecosystem across geographies. However, we profile only 10 companies as a standard practice in our syndicate reports. These 10 companies comprise leading, emerging, and regional players. Nonetheless, our analysis is not restricted to the 10 listed companies, we also analyze other companies present in the market to develop a holistic view and understand the prevailing trends. The “Company Profiles” section in the report covers key facts, business description, products & services, financial information, SWOT analysis, and key developments. The financial information presented is extracted from the annual reports and official documents of the publicly listed companies. Upon collecting the information for the sections of respective companies, we verify them via various primary sources and then compile the data in respective company profiles. The company level information helps us in deriving the base number as well as in forecasting the market size.

  • Developing Base Number:

Aggregation of sales statistics (2020-2022) and macro-economic factor, and other secondary and primary research insights are utilized to arrive at base number and related market shares for 2022. The data gaps are identified in this step and relevant market data is analyzed, collected from paid primary interviews or databases. On finalizing the base year market size, forecasts are developed on the basis of macro-economic, industry and market growth factors and company level analysis.

  1. Data Triangulation and Final Review:

The market findings and base year market size calculations are validated from supply as well as demand side. Demand side validations are based on macro-economic factor analysis and benchmarks for respective regions and countries. In case of supply side validations, revenues of major companies are estimated (in case not available) based on industry benchmark, approximate number of employees, product portfolio, and primary interviews revenues are gathered. Further revenue from target product/service segment is assessed to avoid overshooting of market statistics. In case of heavy deviations between supply and demand side values, all thes steps are repeated to achieve synchronization.

We follow an iterative model, wherein we share our research findings with Subject Matter Experts (SME’s) and Key Opinion Leaders (KOLs) until consensus view of the market is not formulated – this model negates any drastic deviation in the opinions of experts. Only validated and universally acceptable research findings are quoted in our reports.

We have important check points that we use to validate our research findings – which we call – data triangulation, where we validate the information, we generate from secondary sources with primary interviews and then we re-validate with our internal data bases and Subject matter experts. This comprehensive model enables us to deliver high quality, reliable data in shortest possible time.

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