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.

In 2025 we introduced our SPOTLIGHT: AI series, created to shine the spotlight on the latest emerging AI tools for advisory firms. Thanks to strong engagement and ongoing demand, we’re excited to continue the series into 2026, bringing even deeper insights, real-world use cases, and clearer guidance on how AI can support better client outcomes.

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.

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.