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: 

PlannerPal is the financial planner's AI assistant, eliminating time-consuming admin, ensuring focus is on what really matters:

• Faster meeting documentation – Record, transcribe, and summarise client meetings into fully customisable meeting notes via the mobile app or integration with MS Teams & Zoom.
• Instant document generation – Create draft annual reviews and suitability reports in your firm’s style, integrating seamlessly with SharePoint. Compliance-ready reports in seconds.
• Effortless CRM management – Integration with intelliflo, Iress, Plannr and Curo. The spot the difference CRM Updater removes manual data entry to ensure clean, accurate records – automatically.
• Client Intelligence Platform – Unlock deeper insights into all client data.