Vanguard has launched its first client-facing Generative AI (GenAI) tool aimed at helping financial advisors deliver timely, customized content more efficiently. The new feature, Client-Ready Article Summaries, creates tailored synopses of Vanguard’s top market insights, allowing advisors to select summaries based on financial literacy, life stage, and tone. It also includes the appropriate disclosures automatically, saving time and ensuring compliance.
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“Advisors are increasingly seeking ways to leverage trusted AI solutions that support their practice—giving them more time towards higher value-added services like behavioral coaching and financial planning,” said Sid Ratna, Head of Digital and Analytics for Vanguard Financial Advisor Services. “The best advisors can get even better with AI in their client toolkit, and Vanguard’s Client-Ready Article Summaries help advisors drive personalized and actionable conversations that enhance client relationships over the long-term.” Currently in beta, the feature is part of Vanguard’s broader effort to apply emerging technologies—including spatial and quantum computing and blockchain—to improve advisor support and client experiences.
Read More: Vanguard Unveils Generative AI Client Summaries for Financial Advisors