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:

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.