In this live webinar, we'll explore how AI can supercharge your output and productivity, giving you more time to focus on what matters. It will be interactive and inspiring, clearly showing steps to get underway with this transformative technology.
Topics covered:
- The AI Maturity Matrix: an automation roadmap
- How to use AI projects for repeatable, consistent results
- Harness AI advisers as business experts for your practice
- Create fast file notes and a better client experience using AI.
This event is ideal for advisers interested in leveraging AI for efficiency, compliance, marketing and client communication, and for practice owners looking to grow their business and take on more clients.
As an attendee you can expect:
- Practical demonstrations of AI tools to help you get started
- Tips on using AI for tasks like content creation and marketing
- A live demo of Claras.ai for fast, efficient file note creation
- Q&A session to address your questions.
Join us to learn how AI can help you work smarter, not later. Discover the tools and techniques that can change your practice, improve client service, and finally give you your weekends back.
Our speaker, Stuart Riddle, brings 20 years of experience in solutions consulting, business automation and customer success. As Managing Director of Knkt Digital and co-founder of Claras.ai, Stuart is an expert in helping financial advisers do more with less.
Please note — this event occurs on multiple dates: 23 Oct, 31 Oct, 7 Nov & 13 Nov.