AI: An Intelligence Layer, Not Another Tool
- Manjusha E
- Aug 22
- 2 min read
Within the advisor landscape, realizing the significant role of AI, the biggest firms are embracing AI as a strategic partner beyond just a tool. More than 50% of North American firms report that AI is already driving efficiencies and enabling sharper decision-making. Recent data reveals:
In 2024, the Financial Times reported that only 19% of firms planned to adopt AI signaling a slow start. However, that sentiment has rapidly shifted, with the wealth firms now showing considerable interest in leveraging AI.
Despite optimistic sentiment, many advisors still feel overwhelmed juggling multiple tech tools, expanding their tech stack, and adding more fragmentation and complexity. Imagine the friction of logging into six different platforms for meeting prep, compliance, client onboarding, performance reports, and portfolio analysis—this fragmentation is real.
Current Tech Stack Usage Among Advisors
Platform Function | Adoption Rate (%) |
Portfolio Tools | 80% |
Compliance & Reporting | 75% |
Meeting Prep & Note-Taking | 70% |
Onboarding & Client Entry | 65% |
Email & Communications | 90% |
Number of Platforms Used | 1–5+ tools (avg.) |
These numbers highlight the complexity advisors face using multiple platforms for routine tasks drains both time and mental energy, especially when the tools don’t communicate with one another. This leaves data fragmented and inconsistent. AI should serve as an intelligence layer on top of an advisor’s existing tech stack, not just add another layer of complexity. With the right approach, advisors can gain unified insights from all their platforms quickly, without wasting valuable time.
AI is your proactive, unified partner
AI bridges these gaps by offering integrated, AI-powered intelligence across every stage of client management:
Seamless Integration: From email to CRM to workflow automation—AI eliminates tool stacking.
Client Insights: Get household-level intelligence into life events, RMDs, insurance gaps, and philanthropic potential—often before clients even realize those needs themselves.
Firm Intelligence: Get firm-wide visibility on client engagement, cross-sell opportunities, and compliance status—without switching tabs.
Advisor insight: Get market insights and the impact on clients, deep awareness about the discussions and client’s sentiment levels- to establish transparent and strong client relationships.
What Sets AI Apart—Real Results for Real Advisors
Insight Type | Competitive Advantage |
Client Household View | Anticipate needs (RMDs, life events, gifting) |
Workflow Efficiency | Save hours per week syncing data across tools |
Relationship Growth | Deep, timely interactions drive trust and loyalty |
Performance Insight | Identify under-engaged clients and account gaps early |
Compliance Confidence | Automated tracking reduces audit risk |
Industry Example: Generative AI Comes to the Rescue
At Morgan Stanley, their AI assistant “Debrief” drafts meeting summaries and notes for 15,000 wealth advisors—saving 30 minutes per meeting and letting advisors focus on relationships over admin work. That efficiency isn’t theoretical—it translates to more time delivering value for clients.
Insights Over Inputs
AI isn't about adding more apps—it’s about smarter insights. For advisors wherever you are, this means:
Serving clients with well-informed precision
Keeping workflows lean, intuitive, and focused
Transforming insight into action—at scale
In this way, AI is empowering the advisor with insights. Using wisely, AI allows advisors to provide personalization, trust, and the irreplaceable human connection.
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