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 Wednesday 4th March for this 1-hour session with the Founder & CEO of Verve and an expert from Ningi, including a live demo and Q&A session.

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‍About the Business:

Ningi is a modern, all-in-one operating system for UK financial advisers that replaces fragmented tech stacks with a single integrated platform. We bring CRM, client portal, onboarding, reporting, website builder and income reconciliation together into one seamless workflow; all powered by the UK’s first native AI integration for advice firms. Our AI automates meeting notes, document generation, compliance checks and fact extraction directly within the back office, removing the need for bolt-ons or manual data movement. By unifying the entire advice journey, Ningi helps firms dramatically increase efficiency, reduce complexity and scale with confidence.

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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.