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.

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Join us on Wednesday 15th July for this 1-hour session with Cathi Harrison (Founder and CEO of Verve) and Sam Aggarwal (Co-Founder & COO of Obsidian), including a live demo and Q&A session.

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About the business:

⁠Obsidian is building an all-in-one platform for financial advisers, covering practice management, custody, and execution in a single seamless platform. Their mission is to support the entire advice journey, from client conversation through to placing trades and asset custody. Built by former Revolut, J.P. Morgan, Parmenion, and BlackRock talent, they combine institutional-gradeengineering with advisory-led workflows.

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

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