Artificial intelligence (AI) and automation are transforming the financial services industry, helping professionals streamline operations, engage clients more effectively, and amplify marketing impact. But how can you harness these tools in a practical, accessible way?
Join us for an interactive session where we break down AI and automation in plain terms, specifically tailored for financial professionals. You’ll discover actionable strategies across three key areas:
↳ Automating Operational Efficiency – Learn how to automate repetitive tasks, freeing up time for high-value activities. Explore workflow tools like Make.com, Zapier, and CRM platforms to simplify client onboarding, case management, and follow-ups. Experience a live demo showcasing real-world automation in action.
↳ Understanding AI Assistants, AI Agents, and RAG – Demystify different types of AI tools and learn how to create your very own local chatbot to enhance productivity and client interactions.
↳ Supercharging Marketing with AI – Elevate your marketing efforts with AI-driven content creation, advertising, and email personalization. Watch a live demonstration of AI-generated marketing assets and see how automation can optimize ad campaigns for better reach and ROI.
To wrap up, we’ll share a curated list of free AI tools—including ChatGPT, Canva, Otter.ai, and more—that you can start using immediately to enhance efficiency and client engagement.
Participate in live demonstrations, discuss your automation goals, and walk away with actionable insights to implement AI in your practice.
- Teacher: Julian Terry