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 Tuesday 10th February for this 1-hour session with the Founder & CEO of Verve and experts from Intelliflo, including a live demo and Q&A session. 

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ABOUT THE BUSINESS:

intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business. Their open architecture and deep industry expertise simplify a complex digital landscape, helping advisers deliver better outcomes with greater efficiency. Today, intelliflo supports over 29,000 advice professionals, representing around £505 billion in assets under advice and serving more than 2.2 million clients. Together, they're widening access to advice and powering the future of financial planning.

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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.