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.

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Join us on Thursday 29th October for this 1-hour session with Chez Nevett (Digital Lead, Verve) and Dave Upton (CEO, Focus Advice Technology), including a live demo and Q&A session.

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About the business:

From Frankenstack to Smartstack. Focus Advice Technology are helping financial advice firms create more efficient, automated businesses that reduce technology costs, improve client experiences, strengthen data quality and compliance, and ultimately increase business value.
At the heart is a set of Advice Engines, which remove hours of manual processing by delivering mathematically perfect solutions in moments. For advisers, it cuts time spent on analytical work and paperwork, enables instant scenario iteration, and ensures consistent advice delivery aligned to firm policy, freeing capacity for higher-value client conversations. With 30+ years' experience and proven deployments across UK enterprise advisory firms Focus now brings this to wider advice market.

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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