Amplifying Human Intelligence

Leveraging AI to create efficiency and elevate advisory teams

Advisory teams are under more pressure than ever to move faster and process more information while still delivering deeply human client experiences. Amplifying Human Intelligence helps teams integrate AI as a strategic partner – one that enhances judgment, sharpens focus, and strengthens client relationship, without losing the human edge that defines great advice.

The program was developed in response to ongoing conversations with advisors, which revealed a clear need for guidance that moves beyond theory into real‑world application. Drawing on collaboration across our specialist teams, Ben Rizzuto and Bryan Powell helped shape an advisor‑tested framework that reflects how AI is showing up in practices today and how it can support how advisors think, work, and connect with clients.

The Power of AI

10-15 hours

per week could potentially be saved on transactional activities using AI.

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Nearly 70%

of transactional activities could be automated.

Unrecognisable person calculating expenses using mobile phone and paper documents

96% of advisors

believe AI can revolutionize client servicing and investment management.

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Specialist Support for Advisors

Wealth Strategists

Our Wealth Strategists’ mission is to serve as a resource to strengthen and deepen your relationships with clients and prospects. We help you further your success through education and support on topics like: Tax planning, wealth transfer, family governance, business succession, and philanthropy.

Build client trust

Practice Management

Our Practice Management consultants’ mission is to elevate and strengthen your team, one practice at a time. We help you further your success through: Education, supporting the creation of a cohesive team, acquiring clients, deepening client relationships, and improving your personal effectiveness.

Elevate your practice
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Insights

How wealth advisory teams can use AI to amplify human intelligence

How wealth advisory teams can build, govern, and scale AI agents in practical, human-centered ways.

Paging Dr. Chat: The dos and don’ts of using AI for financial advice

How investors can make the best use of AI for financial planning, and why AI agents may fall short when it comes to personalized advice.

How wealth advisory teams can use AI without losing their human edge

By focusing on four key areas, wealth advisory teams can use artificial intelligence (AI) to amplify – rather than replace – human intelligence.

View all insights

Looking for more?

We’re here to support you. Our Specialist Consulting Group has more than 20 dedicated specialists to help you tackle challenges, strengthen processes, and deliver more meaningful client conversations.

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