AI AND ADVICE

Artificial intelligence (AI) became an integral part of the financial advice industry, automating various aspects of the investment process and providing investors with a more streamlined and efficient experience. However, with the increasing reliance on AI, there was a growing concern that the personalized touch of traditional financial advice might be lost.

The webinar explored the role of AI in financial advice and how to strike a balance between automation and personalization. The webinar delved into the benefits and limitations of AI and highlighted the importance of human expertise and guidance.

The webinar emphasized the need for financial advisers to develop a deep understanding of their clients’ needs and preferences in order to provide tailored advice and investment strategies that aligned with their goals. The webinar also discussed how AI could be used to enhance the advisory process by providing real-time data and analysis that could inform investment decisions.

Participants gained a better understanding of how to integrate AI into their practice while maintaining a personalized approach. They also learned about the latest trends and developments in AI technology and how to leverage them to provide better investment outcomes for their clients. Ultimately, the webinar helped financial advisers strike a balance between automation and personalisation, providing clients with the best of both worlds.

Learning outcomes:

• Understand the benefits and limitations of AI in financial advice Explore how AI can enhance the advisory process by providing real-time data and analysis that can inform investment decisions
• Learn how to integrate AI into your practice while maintaining a personalised approach
• Understand the importance of human expertise and guidance in advice Explore the latest trends and developments in AI technology and how to leverage them to provide better investment outcomes for your clients