How Advisors Can Compliantly Leverage AI

Artificial Intelligence (AI) has taken the world by storm. Many advisors wonder how they can compliantly trust and leverage these tools with their clients' sensitive information. We will discuss 3 AI agents that advisors can use and how to ensure you stay compliant and keep your clients' data safe.

Learning Objectives 

• Hiring AI Agents - how AI agents work and what they can do for a business.
• Maintaining client PII - how to anonymize your client's data inside these models so as not to send any sensitive information to third parties.
• Practical applications you can use today - this includes scheduling all annual reviews, creating meeting agendas, and surfacing clients at the right time so no one falls through the cracks.