Vanguard launched its first client-facing Generative AI (GenAI) capability that equips financial advisors with efficient and personalized content for client communications. Vanguard's Client-Ready Article Summaries produce 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 the article summaries, creating an efficient and seamless information sharing experience for advisors.

"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."