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: 

Avenir is bringing the AI agents productivity to streamline advisory workflows. They've helped +100 advisers and paraplanners cut time spent on their admin-heavy tasks by over 90%. They recognise that each firm has its own needs and workflows, so we work with our clients to create customised solutions using our technology. We don't believe in a one-size fits all approach.