United StatesFinance and insurance2026 – ongoingAmeriprise Financial
AI-generated client recommendations for advisor practices
Ameriprise said nearly 3/4 of advisor practices used its AI-generated client recommendations
Problem
Advisors needed to identify client needs while keeping administrative work from consuming time available for client relationships.
Approach
Ameriprise used its data systems to deliver AI-generated client recommendations through its advisor technology platform. In October 2026, its CEO said the company had delivered tens of millions of recommendations and nearly 3/4 of practices were using them.
Results
Takeaway
The reported figures measured distribution and adoption. Ameriprise did not isolate the recommendations' effect on asset gathering.
Categories
- Size
- Large enterprise
- Industry
- Finance and insurance
- Business function
- Marketing and sales
- Innovation type
- Process innovation
- AI technology
- Recommendation and personalization
- Adoption
- Built in-house
- Evidence
- Company's own claim
Sources
Source summaries
CEO Jim Cracchiolo reported that Ameriprise had delivered tens of millions of AI-generated client recommendations. He said nearly 3/4 of advisor practices used them.
Full details are in the original sources.