How to Automate Your Practice with AI Automations

Discover how financial advisors can leverage AI-driven workflow automation to streamline operations, enhance client engagement, and reduce time spent on administrative tasks. This session will explore practical applications of AI in meeting preparation, client communication, and data management, helping advisors optimize their workflows without adding to their workload. Attendees will learn how to integrate AI-powered tools into their existing tech stack, unlocking efficiencies that improve both advisor productivity and the client experience.

Learning Objectives:

• Identify Key AI Automation Opportunities and pinpoint inefficiencies in your practice to streamline client communication, meeting prep, and data management.
• Analyze the integration of AI-powered tools within advisor tech stacks, including CRMs, financial planning software, and communication platforms.
• Implement AI-driven workflows to increase efficiency, minimize manual tasks, and improve the overall client experience.