智能顾问市场增长报告 - 2031 年分析与预测

  • Report Code : TIPRE00014588
  • Category : Technology, Media and Telecommunications
  • Status : Upcoming
  • No. of Pages : 150
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[研究报告]智能顾问市场规模预计将从2022年的49.799亿美元增长到2030年的235.876亿美元;预计从 2022 年到 2030 年,复合年增长率将达到 21.5%。

分析师观点:

近年来,在人工智能 (AI) 和机器学习 (ML) 技术创新的推动下,智能顾问市场出现了显着增长。智能顾问通过提供自动化投资建议和投资组合管理服务,颠覆了传统的财富管理行业。这吸引了个人投资者和金融机构寻求具有成本效益和高效的解决方案。智能顾问有可能通过提供个性化的医疗建议和远程监控功能来彻底改变患者护理。它可以提高患者的治疗效果并降低医疗成本。电子商务和客户服务领域采用智能顾问,通过个性化推荐和主动帮助增强了客户体验。

市场概览:

智能顾问正在经历显着的增长,并且未来发展潜力巨大。它利用人工智能(AI)和机器学习(ML)技术的能力,为不同行业提供定制化的智能解决方案。

在金融行业,智能顾问已经颠覆了传统行业。通过提供自动化投资建议和投资组合管理服务来实现传统财富管理。这些解决方案吸引了寻求高效且经济高效的投资管理方法的个人投资者和金融机构。智能顾问可以通过提供个性化的医疗建议和实现远程监控来改变医疗保健行业,从而有助于改善患者的治疗结果并节省医疗保健成本。电子商务和客户服务行业也采用智能顾问来提升客户体验。通过提供个性化建议、主动帮助和简化交互,智能顾问有助于提高客户满意度和忠诚度。

智能 beta 策略是智能顾问的一个子集,结合了以下优势:主动投资具有被动投资的优点。与传统的基于市值的指数相比,这些策略采用替代指数构建规则,强调波动性、流动性、质量、价值、规模和动量等因素。然而,尽管前景乐观,但也必须考虑挑战。数据隐私问题、监管合规性以及人工智能算法改进的持续需求是需要关注的关键因素。

总而言之,智能顾问市场正在见证大幅增长,并拥有巨大的潜力跨多个部门的潜力。人工智能和机器学习技术的集成可以提供个性化和智能解决方案,从而改变金融、医疗保健、电子商务和客户服务等行业。尽管存在挑战,但随着企业认识到数据驱动决策的价值以及增强客户体验的重要性,智能顾问市场的未来似乎充满希望。

战略洞察

市场驱动因素:

数字平台的日益普及包括智能手机、平板电脑和社交媒体,增加了对智能顾问的需求。

移动技术的进步在推动数字平台的采用方面发挥了至关重要的作用。随着全球智能手机和平板电脑使用量的持续增长,个人现在可以无缝访问各种应用程序和服务,包括智能顾问。当今的消费者对个性化体验以及即时获取信息和服务的期望越来越高。他们非常重视与企业和服务提供商互动的便利性和效率。智能顾问为个人提供了一种方便且易于访问的方式来接收各个主题的个性化建议和帮助。产品和服务的复杂性不断增加,加上大量的可用信息,产生了对个性化和便捷指导的强烈需求。通过利用先进技术,智能顾问能够分析数据、了解用户偏好并提供量身定制的建议或解决方案。这种程度的个性化极大地丰富了用户体验并提高了客户满意度。移动技术的进步促进了数字平台的广泛采用,从而增加了获得智能顾问的机会。智能顾问的功能满足了消费者在分析数据、了解用户偏好并提供量身定制的建议或解决方案时对个性化体验和便捷指导的渴望。通过采用智能顾问,企业可以提高客户满意度、提高参与度并满足当今精通数字的消费者不断变化的需求。

细分和范围:

“智能顾问市场”根据产品类型、最终用途、分销渠道和地理位置进行细分。在提供方面,市场分为软件和服务。根据应用,市场分为投资建议和客户支持。根据分销渠道,市场分为线上和线下。根据地理位置,市场分为北美、欧洲、亚太地区、中东和中东地区。非洲和南美洲。

细分分析:

就产品而言,市场分为软件和服务。由于人工智能和机器学习技术的日益普及,软件领域在智能顾问市场中占有重要份额。这些技术的快速进步使得复杂的智能顾问软件的开发成为可能,该软件可以提供智能和个性化的解决方案。智能顾问市场中的软件产品是指为智能顾问的智能功能提供支持的人工智能 (AI) 和机器学习 (ML) 算法的开发和部署。这些软件解决方案旨在分析数据、了解用户偏好并提供跨行业的个性化建议或解决方案。对智能顾问软件的需求是由增强客户体验、提高效率和改进决策流程的需求驱动的。

另一方面,智能顾问中的服务市场涵盖为企业和个人实施和利用智能顾问解决方案提供的一系列支持和帮助。这些服务包括咨询、培训、定制、集成和维护。智能顾问市场的服务提供商直接与企业合作,以确定他们的具体需求并相应地定制智能顾问解决方案。

区域分析:

北美智能顾问市场是一个快速增长的行业,受到技术进步以及对个性化和高效的日益增长的需求的推动客户体验。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数字解决方案的高采用率而闻名。北美被认为是智能顾问技术采用率较高的地区,特别是在软件领域。该地区拥有完善的人工智能和机器学习技术市场,这些技术构成了智能顾问系统的支柱。先进的计算资源、熟练的专业人员和支持性的商业环境促进了北美智能顾问市场的增长。北美的智能手机和平板电脑使用率很高,这使个人可以轻松访问各种应用程序和服务,包括智能顾问。北美消费者开始期待个性化体验以及即时获取信息和服务。他们重视与企业和服务提供商互动的便利性和效率。因此,北美对智能顾问的需求一直在上升。北美的智能顾问提供一系列好处,包括个性化的医疗建议、远程监控功能和增强的患者护理。这些功能有可能改善患者治疗效果并降低医疗成本。

关键参与者分析:

智能顾问市场分析的参与者包括 SmartAsset、eGain Corporation、腾讯云、Hexagon AB、Oracle、Broadridge Financial Solutions, Inc.、Nvest, Inc.、Charles, Schwab & Inc.。 Co, Inc.、Ally Financial Inc.、Wealthsimple Media Inc. 是报告中介绍的智能顾问市场主要参与者之一。

最新动态: 

市场上的公司高度采用并购等无机和有机策略。下面列出了近期智能顾问市场的一些关键发展:

  • 2023 年 6 月,领先的数字投资平台 Betterment 最近推出了新的 Tax-专为财务顾问量身定制的智能转换功能。这项新产品旨在简化和优化顾问及其客户在转换投资组合时的税务转换流程。 Betterment 开发的税务智能转型功能利用先进的算法和税务优化策略,最大限度地减少投资组合转型期间的税务影响。顾问现在可以无缝地过渡客户的投资,同时考虑税务影响,确保流程更加高效且更具成本效益。
  • 2023 年 2 月,领先的科技公司 GrainFox 最近推出了其创新型 Smart顾问平台。该平台利用机器学习和人工智能技术为其用户提供先进的咨询服务。该平台的推出标志着公司致力于向客户提供尖端解决方案的一个重要里程碑。 GrainFox开发的Smart Advisor平台旨在为各行业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行的建议,帮助用户做出明智的决策。
  • 2022 年 12 月,IBM 透露了与云安全联盟的合作伙伴关系是一个全球性组织,旨在通过标准、认证和最佳实践确保云计算的安全。此次合作旨在提高金融服务中云的安全性和风险管理,这将使智能顾问市场受益。

Report Coverage
Report Coverage

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

Segment Covered
Segment Covered

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to segments covered.

Regional Scope
Regional Scope

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

Country Scope
Country Scope

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to country scope.

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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