The session discusses how AI solutions are transforming the financial advisory industry, focusing on automating routine tasks and enhancing client interactions. The conversation highlights the current advancements, such as generating marketing content and personalizing client experiences. It also touches on industry challenges, including the need for better understanding and integrating AI tools.

The speakers agree that AI can drive more efficient and effective advisory practices, but emphasise the importance of balancing technology with human insight to maintain strong client relationships. Regulatory challenges and the evolving landscape of AI applications are also addressed, underscoring the future potential and current limitations of the technology in this field.

Watch parts of the session here: