Join our brand new SPOTLIGHT series where we're cutting through the noise to showcase the different AI tools available to advisers and firms.
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.
Automwrite is an AI-driven tool that enables financial advisors to generate bespoke suitability reports in under 38 seconds, enhancing efficiency and profitability. Founded by UK financial services veterans and Russell Group developers, it offers extensive customisation without the need for templates or costly onboarding.