Have you recently come across an AI tool that promises to save you time, money, and improve your work life? The answer is likely yes. It can be overwhelming to decide which tool is the best fit for you and your business, especially with AI still being new to many of us.

That’s why we’ve created a brand-new webinar series to shine the spotlight on the latest emerging AI tools for advisory firms. We’ll help you gain a clear and comprehensive understanding of the technologies that could transform your practice.

Each one-hour session is structured to provide you with valuable insights into the tools and technologies that can enhance your practice, including a live system demo and Q&A session with our CEO, Cathi Harrison.

This webinar series aims to not only help you navigate the current landscape of financial advice but also give you the practical knowledge of AI tools available today - and those that will shape the future of the industry.

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ABOUT THE BUSINESS:

AdvisoryAI is an AI productivity platform for financial advice firms to double client capacity by saving at least 50% of their time on admin. They have created two AI assistants - Emma for Paraplanners, to automate suitability reports, annual review reports and summarise LOA packs, and Evie for financial advisers to automate note-taking & transcriptions, email summaries, fact finds and back-office automations.

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