As chatbots continue to mature, it won’t be long before the technology tackles the wealth management space and becomes the go-to solution for the younger generation, says data and analytics company GlobalData. 

GlobalData’s 2018 Investor Survey showed that only 8.3 percent of customers have used chat applications when dealing with their investment providers. However, this proportion rises significantly among younger investors. Among 18–39 year olds, more than a quarter have used this channel. While this does not mean that they have all talke...