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Record W4411721332 · doi:10.1111/jpim.12795

An Empirical Study of <scp>AI</scp> Financial Advisor Adoption Through Technology Vulnerabilities in the Financial Context

2025· article· en· W4411721332 on OpenAlexaff
Z. M. Wang, Ruizhi Yuan, Boying Li, V. Kumar, Ajay Kumar

Bibliographic record

VenueJournal of Product Innovation Management · 2025
Typearticle
Languageen
FieldDecision Sciences
TopicImpact of AI and Big Data on Business and Society
Canadian institutionsBrock University
Fundersnot available
KeywordsBusinessContext (archaeology)Empirical researchMarketingFinance

Abstract

fetched live from OpenAlex

ABSTRACT Financial institutions are increasingly employing artificial intelligence (AI) solutions to optimize their financial advice and services for consumers. However, consumers have demonstrated reluctance toward adopting AI technology goods, and the intermediary psychological mechanism of adoption intention in the financial service context is unclear. Using the theoretical lens of technology affordances and constraints, this article proposes the concept of consumer technology vulnerability (CTV) as the mediating mechanism in the affordance–adoption process of AI financial advisors (AFAs). Meanwhile, consumer innovativeness and self‐efficacy are investigated as individual traits that moderate perceptions and psychological impacts of AI affordances. Specifically, the study first conceptualizes AI affordances in a product innovation context by reviewing the burgeoning literature on AI to date. This is followed by a US‐based survey ( N = 616), which shows the positive indirect effects of information optimization, customizability, and human‐likeness on AFA adoption intention through CTV. Self‐efficacy and consumer innovativeness are found to enhance the positive effects of AI affordances on AFA adoption intention through CTV but diminish the impact of human‐likeness on CTV. These findings highlight, for the first time, the mediating role of CTV in new technology adoption. This will help technology innovators and financial institutions to identify how consumers perceive and adopt different AI affordances, and therefore to better incorporate AI characteristics into financial product innovations.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.006
metaresearch head score (Gemma)0.004
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Observational · Consensus signal: none
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.578
Threshold uncertainty score0.481

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0060.004
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0010.006
Science and technology studies0.0000.000
Scholarly communication0.0000.001
Open science0.0010.000
Research integrity0.0000.000
Insufficient payload (model declined to judge)0.0000.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.089
GPT teacher head0.414
Teacher spread0.326 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one teacher head, not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designObservational
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations5
Published2025
Admission routes1
Has abstractyes

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