AI: An Intelligence Layer, Not Another Tool

Data shows advisor AI adoption - 2024 it was just 19% in planning

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: 

• 64% of advisory firms use AI tools to enhance client engagement

• 85% of advisors consider generative AI a game changer—up from 64% the year before

• Globally, 60% of firms plan to use AI for portfolio management optimization

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.