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 26th August for this 1-hour session with Cathi Harrison (Founder & CEO, Verve) and Laurent Guyot (CEO, Qwil Messenger), including a live demo and Q&A session.

About the business:

Qwil Messenger is a secure, compliant client communication platform built for financial advisers - think WhatsApp, but designed with your regulatory obligations in mind. Chat with clients, share and sign documents, schedule and host meetings, and have every conversation automatically logged straight into your back-office system or CRM, all within your own branded environment. 

For your team, there's embedded AI functionality too - whether that's quickly recapping client conversations, surfacing historical chat context, or plugging into your existing AI tools. And there's more in the pipeline.

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