AI and Suitability Reports – Forum Recap

Our latest session explored ‘AI and Suitability Reports’, focusing on suitability reports, data security, and client engagement.

Jonathan and Jaia shared insights on using AI to enhance report generation. Jonathan detailed LIFT’s innovative approach to streamlining annual review reports, while Jaia discussed Penguin Wealth’s testing of Plannerpal and Tempi for meeting notes and suitability reports.

With AI adoption comes responsibility. Jane stressed the need to review terms and conditions to ensure data protection, while Jaya emphasised selecting AI tools that align with existing compliance frameworks.

AI can transform client interactions. Jaia highlighted how Plannerpal enhances personalisation in suitability reports, and Jane shared how AI-generated content improves engagement. Alex Fry and others also expressed optimism about AI’s potential to revolutionise the industry, emphasising the need to stay informed and integrate AI tools strategically.

Panellists included:​

  • Jaia Toora – Penguin Wealth
  • Jonathan Stubbs – LIFT Financial

Session highlights

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