Technology

Vanguard’s new GenAI capability for advisors

May 28, 2025

Financial advisors often play multiple roles for their clients. They are investment experts, educators, counselors, and planners. Each role demands a significant amount of time and focus, which can force advisors to make trade-offs to maintain the depth and quality of their client interactions. Recognizing this challenge, Vanguard has introduced a new generative AI (GenAI) article synopsis capability for some of its most popular digital content. This innovative resource is designed to empower financial advisors, helping them enrich and elevate their client communications.

Customizable synopses to foster connections

Vanguard’s Client-Ready Article Summaries capability currently produces customizable synopses of its top-read market perspectives tailored by financial acumen, investing life stage, and tone. It also generates the necessary disclosures to accompany each synopsis, creating an efficient and seamless information sharing experience for advisors. The capability is now in beta-testing stage, with plans to continue leveraging the technology across articles relevant to advisors and their clients.

“The capability and the tailored synopses it creates are designed to help advisors foster more personalized, meaningful connections with clients at scale. We have always believed deeper advisor-client relationships lead to better outcomes; the role a trusted AI solution can play is to make that happen more often,” said Sid Ratna, head of Digital and Analytics for Vanguard Financial Advisor Services.

Ongoing technology experimentation and innovation is essential to Vanguard’s efforts to deliver advanced tools that enhance client outcomes. “We are dedicated to maintaining this innovative path, making sure our advisors have access to the latest technology that helps them provide clear, concise, and impactful information to their clients,” added Lauren Wilkinson, chief information officer for Vanguard Financial Advisor Services.