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.
Join us on Wednesday 3rd June for this 1-hour session with the Founder & CEO of Verve and an expert from 4admin, including a live demo and Q&A session.

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About the Business:

4admin is an AI-driven Letter of Authority (LoA) and scheme analysis platform trusted by 150+ UK financial advice firms. It turns repetitive, manual provider-pack processing into fast, standardised workflows, helping teams cut admin time, improve accuracy, and keep compliance tight. 4admin also automates follow-ups for missing information and downstream updates into core systems, such as CRM's, switching analysis and report writing tools - reducing re-keying and the risk that comes with manual data entry.

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Learning Objectives:

Identify emerging AI tools that can enhance the efficiency and effectiveness of advisory firms.

Understand the practical applications of AI tools in the financial advisory industry, including demonstrations and real-world use cases.

Navigate the current landscape of AI technologies, gaining insights into how they can improve work processes and shape the future of the industry.