Technology is rapidly reshaping the way advisors work, engage clients and grow their practices.
CGI's Voice of the Advisor research brings together perspectives from wealth management advisors to understand how technology, automation and AI are transforming the industry.
Share your experience. Gain a broader perspective.
Your experience can help define the next era of advice. By participating in Voice of the Advisor, you contribute to a broader understanding of how advisors are navigating technology change and help uncover the practices, priorities and emerging capabilities shaping the industry.
The resulting research can help you:
Benchmark your perspective
See how advisor priorities, technology adoption and challenges are evolving across the industry.
Discover what's next
Gain insight into emerging technologies and trends, including AI and automation, and their potential impact on the advisor experience.
Advance your practice
Explore opportunities to improve productivity, create capacity and deliver stronger client experiences through technology.
Learn from your peers
Understand the priorities and practices emerging across the advisor community and how approaches are changing over time.
Every two years, CGI conducts its Voice of the Advisor research to capture the evolving perspectives, priorities and experiences of wealth management advisors.
The research explores how advisors are using technology today and where they see opportunities to improve the way they work, from productivity and practice management to client engagement, digital experiences, automation and AI.
By bringing these perspectives together, Voice of the Advisor creates a collective view of the trends influencing the future of advice and provides practical insights advisors can use to inform their own technology journey.
Previous editions have explored the challenges advisors face in achieving their growth potential, identifying and optimizing the right technology, and enhancing the investor experience.
Platforms
Financial Wellness
Empowering advisors to deliver personalized, goal-based financial planning and stronger client outcomes.
Research and insights
Scaling financial advice
Reaching more clients without losing the human connection.
Read the article to explore how financial institutions can combine human advice, connected digital experiences and AI to make personalized guidance more accessible and scalable.
Voice of the Advisor 2024
Read the 2024 Voice of the Advisor report to discover how advisors envision the future of wealth management.
Industry partnerships
CGI and National Bank of Canada expand their partnership
CGI acquires National Bank's innovative financial planning IP solution, AdviceSuite, to expand its Wealth360 digital platform.