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AIFA 2024 Disturbance Demo – Phil Calvert

In their own words:

  • Enhances Engagement with Prospects: Your personalised AI transforms your website or LinkedIn profile into an interactive tool, engaging with prospects 24/7 by answering FAQs and nurturing leads
  • Customised to Your Brand: Your personal AI is trained to reflect your unique professional expertise, services, style and brand – including your tone, persona and professional voice
  • Lead Generation and Analytics: Track interactions with your AI with a comprehensive dashboard, providing insights into conversations and helping you optimise the AI clone’s ongoing performance

Synopsis:

  • AI for Marketing and Lead Generation: Phil Calvert emphasises the use of AI for external-facing aspects of financial advisory businesses, focusing on client acquisition rather than internal processes.
  • AI-Powered Digital Twin: He proposes creating AI clones of financial advisers to engage with website visitors, offering personalised interactions and generating leads.
  • Transforming Websites: Calvert advocates for turning static websites into dynamic platforms through AI integration, providing value to visitors and capturing their contact information.

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Company Info

HQ: UK

Product Displayed: Phil Calvert’s – Adviser AI

Presenter: Philip Calvert, Founder

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What  is AIFA?