SPOTLIGHT: The AI series (featuring Model Office)

Financial Advisers

Advice Firm Owners

CTOs

COOs

Our SPOTLIGHT webinars shine a light on today’s most in-demand topics, offering practical insights into cutting-edge tools, emerging technologies and proven strategies. Designed to lift the curtain on what’s available, these sessions provide actionable tips and expert guidance to keep you informed, innovative and ahead of the curve.

AGENDA:

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 22nd September for this 1-hour session with Cathi Harrison (Founder & CEO of Verve) and Chris Davies (Founder and CEO of Model Office), including a live demo and Q&A session.

 

About the business:

In 2019, Chris Davies launched MO®, an award-winning AI RegTech and digital audit platform that enables firms to self-audit and automate compliance activity across audit reports, T&C, client file reviews, governance and oversight data analytics and compliance document audits. Plus, back-office integration to streamline tailored tasks, alerts, resources, data analytics and regulatory reports to manage and evidence governance risk and compliance, improving professional practice and lines of defence whilst cutting compliance time and costs as MO®'s latest research illustrates.

 

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

Tuesday 22nd September

11:00 - 12:00

Online

1 hour CPD

Free

FEATURING:

Book Your Place

SPEAKERS:

Cathi Harrison

Founder & CEO

Chris Davies

Founder & CEO