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The Independent Authority on AI in Financial Services
DALBAR.AI brings decades of independent research to the industry’s fastest-moving challenge by understanding what responsible, effective AI adoption actually looks like for advisors and institutions.
For over 50 years, DALBAR has set the standard for independent evaluation in financial services – from investor behavior to communications to digital experience. As AI reshapes how advisors serve clients and how institutions operate, that same independence matters more than ever.
DALBAR.AI applies our research methodology, audit discipline, and industry access to a new frontier: helping firms adopt AI in ways that are effective, defensible, and trusted by the people they serve.
We’re not a vendor selling AI tools. We’re the independent voice measuring how well those tools – and the firms deploying them – are realistically performing.
DALBAR.AI provides the research and unbiased findings of AI across the entire financial industry through the following products and services.
Original Research, Twice a Year
DALBAR publishes two in-depth AI research reports annually, each built around the topics our AI Board identifies as most urgent to the industry. Rather than chasing headlines, these reports track how AI adoption, regulation, and consumer sentiment are evolving – giving advisors and institutions a research-backed foundation for their own AI strategy.
The Definitive Ranking of Financial Chatbots
Every year, DALBAR evaluates and ranks the chatbot experiences offered by firms across the industry through Chat InSIGHT: our specialized review of conversational digital support in financial services. Firms use their Chat InSIGHT standing to benchmark against competitors and demonstrate leadership in digital client experience.
Findings That Keep Pace with the Industry
AI in financial services doesn’t stand still, and neither does our research. DALBAR continuously tracks emerging best practices as the landscape evolves, feeding those findings directly into our reports and board discussions so our guidance always reflects where the industry currently stands; not where it was a year ago.
A Seat at the AI Table
DALBAR’s AI Board is a moderated, member-driven forum where RIAs, asset managers, and compliance and technology leaders come together to shape the industry’s AI conversation. Members get early access to DALBAR’s AI audit and research findings, peer benchmarking on how other firms are deploying AI, and direct influence over which topics DALBAR studies next. Founding membership will be available starting Fall 2026.
Research Built Around Your AI Initiative
Some questions are too specific for a published report. When your firm needs focused research to support a particular AI initiative – evaluating a vendor, benchmarking a deployment, informing a board decision – DALBAR can conduct and present custom research tailored to that need.
Show Your Commitment to Responsible AI
DALBAR’s seal program gives firms and advisors a visible, credible way to demonstrate responsible AI usage – a mark of trust your clients and prospects can recognize instantly. Details are still being finalized; contact us to be among the first to know when the program launches.
Whether you’re interested in our AI Board, a customized engagement, or simply want to understand where your firm stands, DALBAR.AI is ready to help.
