AI for financial advisers: Work smarter, not later

Need a tireless assistant who can crunch numbers, draft emails, and help manage clients? Discover how AI can change your practice and get your weekends back.

Join Knkt for this live webinar exploring how AI can supercharge your output and productivity, giving you more time to focus on what matters.

Topics include:

  • Setting up AI projects for efficiency and repeatability
  • Harness AI experts to advise on various aspects of your practice
  • Leveraging AI for marketing and content creation
  • Create fast file notes and a better client experience using AI.

Speaker Stuart Riddle brings 20 years of experience in solutions consulting, business automation and customer success.

As Managing Director of Knkt Digital and the co-founder of Claras.ai, Stuart is an expert in helping financial advice businesses do more with less.

Participants can expect:

  • Practical demonstrations of AI tools to help you get started
  • Tips on using AI for content creation and marketing
  • A live demo of Claras.ai for fast, efficient file note creation
  • Q&A session to address your questions.

More information

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