Artificial Intelligence in Financial Advice (AIFA)

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

Join us for our inaugural “Artificial Intelligence in Financial Advice” conference in central London on Wednesday 10 July 2024.

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

This one-day conference will include plenary sessions addressing:

  • The role of AI in client onboarding
  • How AI can help adviser compliance
  • Demonstrating ongoing advice using AI & related technologies

The event will include upto 24 software vendors competing in our “Battle of the Tech” where they will aim to capture your attention with fast-paced, 8-minute demos of their propositions.

During the networking breaks you will be able to chat to upto 30 exhibitors in our Exhibition Hall to see the some of the industry leading solutions available to enhance the financial advice process.

Key takeaways from the event:

  • Gain an in-depth understanding of how AI can enhance your client experiences
  • Meet and network with industry peers, thought leaders, and potential tech partners
  • Walk away with a profound insight into implementing AI seamlessly within your operations

Attendees at the event will also qualify for 5-hours CPD credits.

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.

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
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