Taking a look at the potential of AI for advice firms – March Forum Recap

This month we discussed ‘Artificial Intelligence’; specifically covering:

  1. What business processes are ripe for AI within an advice firm? ​
  2. What types of AI solutions exist today that firms may want to consider looking into?​
  3. What do advice firms have to be mindful of when considering using AI within their businesses? ​
  4. What does the immediate and longer-term future hold for AI adoption across adviser firms? 

Our panel of experts included:

  • Oliver Bourke, Mercury Wealth Mgt, Certified & Chartered Financial Planner & MD​
  • Paul Miller, IWP Plc, Chief Information Officer​
  • Jon Doyle, Juniper Wealth, Certified & Chartered Financial Planner & MD​

SESSION RECAP

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