Activating AI at Vanguard: powering people, elevating experiences

Discover how Vanguard is building on AI capabilities while staying true to their core purpose of taking a stand for all investors. In this presentation recap, Adam Uhrich, Head of FAS Engagement Strategy, shares how Vanguard transformed marketing and client services with generative AI and WRITER as their enterprise AI platform. 

Their work extends beyond internal operations to Vanguard’s first client-facing generative AI application, helping financial advisors create customized content summaries for their clients. This practical, risk-minded approach has secured enterprise-wide collaboration and won support from teams’ across Vanguard, including compliance, legal, and IT.