Artificial Intelligence in Financial Advice (AIFA)

A new one-day conference dedicated to helping advice firms revolutionise their businesses with AI.

Our inaugural “Artificial Intelligence in Financial Advice” conference took place in central London on Wednesday 10 July 2024.

The event was structured to help advice firms understand how AI technology can deliver enhancements and efficiencies to their businesses.

Videos of the BATTLE OF THE TECH demos now available – click the button below to view.

Keynote and plenary videos will be available in the coming weeks.

Whether you’re well-versed in the AI space or newly curious, AIFA will provide something for everyone who’s ready to evolve their businesses.

Advisers get early access by completing our Advice Tech Survey

AIFA2024 - Battle of the Tech demos (EARLY ACCESS)

Watch this year’s amazing keynote and plenary sessions from AIFA2024

AIFA2024 - Conference Sessions (COMING SOON)

Book for our EATT Conference in January 2025

EATT2025 - Empowering Advice Through Technology

AIFA2024 Highlights Video

Artificial Intelligence in Financial Advice – Agenda

Time   Subject
8:30 – 9:15am Registration & Networking
9:15 – 9:25 Welcome & housekeeping notes
9:25 – 9:55

Keynote – How must advisers evolve in an AI-driven world

  • What are the key new skills an adviser must acquire to thrive over the next five years
  • The lessons advisers can learn from previous industry change
  • How AI can improve the quality of life for everyone working in financial advice
  • A roadmap for advisers’ AI adoption
9:55 – 10:35 Battle of the Tech (1-5)
10:35 – 11:05 Refreshments & Networking
11:05 – 11:35

Plenary #1 – The role of AI in client onboarding

  • Using AI to make fact finding easier and more efficient.
  • How AI can deliver time savings from initial meetings and accelerate advice recommendations.
  • Building client engagement using AI even before the first meeting.
11:35 – 12:15pm Battle of the Tech (6-10)
12:15 – 1:25 Lunch & Networking
1:25 – 1:55

Plenary #2 – How AI can help adviser compliance

  • Using AI to accelerate case checking and advice approvals.
  • The role of AI in delivering and maintaining consistent advice standards.
  • Using AI ethically, including avoiding human or machine bias.
1:55 – 2:35 Battle of the Tech (11-15)
2:35 – 3:05 Refreshments & Networking
3:05 – 3:35

Plenary #3 – Demonstrating ongoing advice using AI & related technologies

  • Delivering regular advice updates.
  • Predicting future client needs and life events using AI.
  • Using AI to identify clients at risk of leaving.
3:35 – 4:15 Battle of the Tech (16-20)
4:15 – 4:25 Summary of the day & conference closing remarks
4:25 – 5:30 Best in Show awards results & drinks reception