Advice Tech Forum October- What should AI be delivering now to adviser firms

In our latest Forum we looked at ‘What should AI be delivering now to adviser firms?‘, specifically exploring:

    • How long can you wait before implementing AI to an advice business today without being at a commercial disadvantage.
    • What should you prioritise as part of your AI provider Due Diligence.
    • Where are advisers gaining most from AI now.
    • What is coming next – where can we expect to see change in the next 12 months.

Panellists included:

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  • John O’Driscoll – Managing Director –OPAL Financial & Wealth Planning, Ortec Finance
  • Paul Miller – CTO/CIO – IWP

Session highlights

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