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 25th June for this 1-hour session with the Chief Operations Officer from Verve and an expert from Inheritly, including a live demo and Q&A session.

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About the business:

When a client dies, families are often left impacted by inadequate planning and communication. Not just IHT, and not just Wills & trusts, but key documents, executor preparedness, funeral wishes, key passwords & documents, and much more. Inheritly gives you, the adviser, a set of digital tools that help your clients to plan well for death, surfacing gaps that you can fill, and engaging their attorneys, executors and beneficiaries in the process.

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

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